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 John O’Connell of The Oasis Group and... read more
Register for this upcoming webinar hosted by WealthManagement.com and The Oasis Group,... read more
Watch this webinar replay co-hosted by The Oasis Group and WealthManagement.com. John... read more
Industry leaders John O'Connell of The Oasis Group and Larry Shumbres of... 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 and Hazal Sabah, ByAllAccounts Senior... read more
RIA client data comes in many forms – while some data may... read more
Financial advisors, wealth management execs, and technology and operations leaders looking to... read more
In this insightful webinar replay featuring John O'Connell and Henry Zelikovsky of... read more
The Intention.ly & Friends Book Club brings together some of the most... read more
