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 co-hosted by WealthManagement.com and The Oasis Group, where experts... read more
John O'Connell participated in a webinar on September 24th with Morningstar Wealth... read more
In this webinar replay, John O’Connell and Todd Rovak, CEO of Carefull,... read more
Join The Oasis Group and Syntax for a captivating fireside chat about... read more
Cybersecurity continues to be a major challenge for today’s advisory firms, who... read more
Are you ready to unlock the power of data for your RIA?... read more
John O'Connell will participate in a webinar on Sept. 25th with Visory,... read more
In this webinar replay, John O’Connell, alongside Dan Cavanaugh and Erika... read more
Industry leaders John O'Connell of The Oasis Group and Larry Shumbres of... read more
John O'Connell joined Chirag Gandhi, CEO of Mili, for a practical discussion... read more
