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.
Cybersecurity continues to be a major challenge for today’s advisory firms, who... read more
Register for this upcoming webinar hosted by WealthManagement.com and The Oasis Group,... read more
Financial advisors, wealth management execs, and technology and operations leaders looking to... read more
Tax-loss harvesting has evolved from a year-end tactic to an always-on, AI-enhanced... read more
Watch this webinar co-hosted by WealthManagement.com and The Oasis Group, where experts... read more
Watch this webinar replay co-hosted by The Oasis Group and WealthManagement.com. John... read more
John O'Connell presented a webinar with Kevin Knull of TaxStatus, discussing how... read more
Join The Oasis Group and Syntax for a captivating fireside chat about... 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
