Watch this webinar replay with FINNY, an AI platform that helps advisors identify, prioritize, and automate the outbound to high-potential prospects. John O’Connell participated in FINNY’s Expert Office Hour series and discussed how financial advisors can leverage existing documents to create new content with AI.
John O'Connell presented a webinar with Kevin Knull of TaxStatus, discussing how... read more
John joins Marguerita Cheng on her podcast and video show, Margaritas with... read more
John O’Connell stopped by the T3 Social Cam to share how he... read more
As a member of the wealth management industry, you may be thinking... read more
John O’ Connell was interviewed for an 'On the Circuit' segment at... read more
Rob Dilbone, managing director, TradePMR and John O’Connell, founder, The Oasis Group... read more
In this Swift Chat interview, John O'Connell joins Marie Swift to discuss... read more
In this webinar replay, John O’Connell and Todd Rovak, CEO of Carefull,... read more
Pam Krueger, creator and co-host of MoneyTrack on PBS, interviews John on... read more
In this Swift Cam video interview from the 2025 Advyzon Conference, John... read more
