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.
Join John O’Connell of The Oasis Group and Sam Sova and Karl... read more
Why do so many RIAs have compliance data stored in different places?... read more
Are you ready to unlock the power of data for your RIA?... read more
In this webinar replay, John O’Connell, alongside Dan Cavanaugh and Erika... read more
In this webinar replay, John O’Connell, CEO of The Oasis Group, and... read more
John O'Connell of The Oasis Group and Conor Curtis of Practifi unpack... read more
Watch this webinar co-hosted by WealthManagement.com and The Oasis Group, where experts... read more
In this insightful webinar, John O'Connell and Tim O'Connell delve into AI-enhanced... read more
John O'Connell participated in a webinar with Practifi discussing AI in Wealth... read more
Watch this webinar replay co-hosted by The Oasis Group and WealthManagement.com. John... read more
