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.
In this webinar replay, John O’Connell and Todd Rovak, CEO of Carefull,... read more
Watch this webinar replay co-hosted by The Oasis Group and WealthManagement.com. John... read more
Tax-loss harvesting has evolved from a year-end tactic to an always-on, AI-enhanced... read more
Why do so many RIAs have compliance data stored in different places?... read more
John O'Connell participated in a webinar with Practifi discussing AI in Wealth... read more
Are you ready to unlock the power of data for your RIA?... read more
John O'Connell will participate in a webinar on Sept. 25th with Visory,... read more
Industry leaders John O'Connell of The Oasis Group and Larry Shumbres of... read more
Watch this webinar replay led by John O'Connell, as he presents key... read more
Watch this webinar replay with John O’Connell of The Oasis Group and... read more
