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.
John O'Connell participated in a webinar with Practifi discussing AI in Wealth... 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 and Hazal Sabah, ByAllAccounts Senior... read more
Tax-loss harvesting has evolved from a year-end tactic to an always-on, AI-enhanced... read more
Watch this webinar replay led by John O'Connell, as he presents key... read more
John O’Connell, Mark Gilbert of Zocks, Stacie Craddock of Integrated Compliance Advisors,... read more
Are you ready to unlock the power of data for your RIA?... read more
In this informative webinar recording, John O’Connell of The Oasis Group and... read more
Join The Oasis Group and Syntax for a captivating fireside chat about... read more
Watch this webinar replay with John O’Connell of The Oasis Group and... read more
