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.
The Intention.ly & Friends Book Club brings together some of the most... read more
Are you prepared for the evolving threats facing the wealth management industry?... read more
John O'Connell presented a webinar with Kevin Knull of TaxStatus, discussing how... read more
Watch this webinar replay co-hosted by The Oasis Group and WealthManagement.com. John... read more
Register for this upcoming webinar hosted by WealthManagement.com and The Oasis Group,... read more
Watch this webinar replay with John O'Connell of The Oasis Group, Ron... read more
RIA client data comes in many forms – while some data may... read more
Are you ready to unlock the power of data for your RIA?... read more
In this webinar replay, John O’Connell and Todd Rovak, CEO of Carefull,... read more
John O'Connell joined Chirag Gandhi, CEO of Mili, for a practical discussion... read more
