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.
Are you prepared for the evolving threats facing the wealth management industry?... read more
In this webinar with WealthManagement.com, we unpacked key findings from the recent... read more
Why do so many RIAs have compliance data stored in different places?... read more
John O'Connell joined AdvisorEngine's Ned Dane and Suleman Din for this webinar:... read more
The Intention.ly & Friends Book Club brings together some of the most... read more
In this insightful webinar titled 'Beyond the Template: How RIAs Build a... read more
Join John O’Connell of The Oasis Group and Sam Sova and Karl... read more
In this insightful webinar, John O'Connell and Tim O'Connell delve into AI-enhanced... read more
John O’Connell, Mark Gilbert of Zocks, Stacie Craddock of Integrated Compliance Advisors,... read more
RIA client data comes in many forms – while some data may... read more
