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 of The Oasis Group and Conor Curtis of Practifi unpack... read more
Financial advisors, wealth management execs, and technology and operations leaders looking to... read more
Watch this webinar replay led by John O'Connell, as he presents key... read more
Cybersecurity continues to be a major challenge for today’s advisory firms, who... read more
RIA client data comes in many forms – while some data may... read more
John O'Connell participated in a webinar with Practifi discussing AI in Wealth... read more
John O’Connell, Mark Gilbert of Zocks, Stacie Craddock of Integrated Compliance Advisors,... read more
Watch this webinar replay co-hosted by The Oasis Group and WealthManagement.com. John... read more
In this insightful webinar titled 'Beyond the Template: How RIAs Build a... read more
John O'Connell joined AdvisorEngine's Ned Dane and Suleman Din for this webinar:... read more
