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.
Your firm is executing well – but you can get even smarter.... read more
Why do so many RIAs have compliance data stored in different places?... read more
John O'Connell joined Chirag Gandhi, CEO of Mili, for a practical discussion... read more
Join The Oasis Group and Syntax for a captivating fireside chat about... read more
The Oasis Group CEO John O'Connell joins a panel of industry experts... read more
John O'Connell joined AdvisorEngine's Ned Dane and Suleman Din for this webinar:... read more
Watch The Oasis Group's webinar with AdvisorEngine: 'AI Note Taking 101: The... 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 participated in a webinar on September 24th with Morningstar Wealth... read more
