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.
Why do so many RIAs have compliance data stored in different places?... read more
John O'Connell presented a webinar with Kevin Knull of TaxStatus, discussing how... read more
In this webinar replay, John O’Connell, alongside Dan Cavanaugh and Erika... read more
Register for this upcoming webinar hosted by WealthManagement.com and The Oasis Group,... read more
Are you prepared for the evolving threats facing the wealth management industry?... read more
Tax-loss harvesting has evolved from a year-end tactic to an always-on, AI-enhanced... read more
The Oasis Group CEO John O'Connell joins a panel of industry experts... read more
John O’Connell, Mark Gilbert of Zocks, Stacie Craddock of Integrated Compliance Advisors,... read more
In this webinar with WealthManagement.com, we unpacked key findings from the recent... read more
Watch this webinar replay with John O’Connell of The Oasis Group and... read more
