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John O’Connell a Panelist for NAPFA Webinar on How to Employ AI in 2024
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Webinar with Financial Experts Network: AI Note-Taking Tools for Financial Advisors: Insights from The Oasis Group’s 2025 Report
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Webinar with AdvisorEngine: AI Note Taking 101: The Advisor’s Guide
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Webinar with Softlab360: Leveraging Machine Learning for Client Insights and Competitive Advantage, with John O’Connell & Henry Zelikovsky
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Webinar with Vi4 Wealth: Clear, Compelling, Visual: The Future of Client Engagement
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