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.
Watch this webinar replay with Joel Bruckenstein of T3 Technology Tools for... read more
Watch The Oasis Group's webinar with AdvisorEngine: 'AI Note Taking 101: The... read more
Watch this webinar replay with John O’Connell of The Oasis Group, Amar... read more
Watch this webinar replay with John O’Connell of The Oasis Group and... read more
In this informative webinar recording, John O’Connell of The Oasis Group and... read more
John O'Connell participated in a webinar on September 24th with Morningstar Wealth... read more
Are you ready to unlock the power of data for your RIA?... read more
John O'Connell joined Chirag Gandhi, CEO of Mili, for a practical discussion... read more
Watch this webinar replay with John O'Connell of The Oasis Group, Ron... read more
In this webinar with WealthManagement.com, we unpacked key findings from the recent... read more
