Watch The Oasis Group’s webinar with AdvisorEngine: ‘AI Note Taking 101: The Advisor’s Guide‘. John O’Connell, Suleman Din, and Raj Madan help financial advisors understand how AI note-takers perform in real settings and highlight key findings from the research that The Oasis Group performed to analyze AI note-takers in the wealth management sector.
Join John O’Connell of The Oasis Group and Sam Sova and Karl... read more
John O'Connell joined AdvisorEngine's Ned Dane and Suleman Din for this webinar:... read more
Watch this webinar replay led by John O'Connell, as he presents key... read more
Watch this webinar replay with John O’Connell of The Oasis Group and... read more
John O'Connell presented a webinar with Kevin Knull of TaxStatus, discussing how... read more
Watch this webinar replay with FINNY, where John O'Connell participated in FINNY's... read more
In this insightful webinar titled 'Beyond the Template: How RIAs Build a... read more
Register for this upcoming webinar hosted by WealthManagement.com and The Oasis Group,... read more
John O'Connell joined Chirag Gandhi, CEO of Mili, for a practical discussion... read more
Industry leaders John O'Connell of The Oasis Group and Larry Shumbres of... read more
