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.
Why do so many RIAs have compliance data stored in different places?... read more
Join John O'Connell of The Oasis Group and Conor Curtis of Practifi... read more
Join The Oasis Group and Syntax for a captivating fireside chat about... read more
Tax-loss harvesting has evolved from a year-end tactic to an always-on, AI-enhanced... read more
In this webinar replay, John O’Connell, CEO of The Oasis Group, and... read more
Watch this webinar replay with John O’Connell of The Oasis Group, Amar... read more
Join The Oasis Group and Syntax for a captivating fireside chat about... read more
Watch this webinar replay with John O’Connell and Hazal Sabah, ByAllAccounts Senior... read more
John O'Connell participated in a webinar on September 24th with Morningstar Wealth... read more
John O'Connell will participate in a webinar on Sept. 25th with Visory,... read more
