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.
Watch this webinar replay with Joel Bruckenstein of T3 Technology Tools for... read more
John O'Connell presented a webinar with Kevin Knull of TaxStatus, discussing how... read more
RIA client data comes in many forms – while some data may... read more
John O'Connell joined AdvisorEngine's Ned Dane and Suleman Din for this webinar:... read more
In this webinar replay, John O’Connell, CEO of The Oasis Group, and... read more
In this webinar replay, John O’Connell, alongside Dan Cavanaugh and Erika... read more
Watch this webinar replay co-hosted by The Oasis Group and WealthManagement.com. John... read more
In this insightful webinar, John O'Connell and Tim O'Connell delve into AI-enhanced... read more
Watch this webinar co-hosted by WealthManagement.com and The Oasis Group, where experts... read more
Join John O’Connell of The Oasis Group and Sam Sova and Karl... read more
