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 John O’Connell of The Oasis Group and... read more
In this insightful webinar replay featuring John O'Connell and Henry Zelikovsky of... read more
John O’Connell, Mark Gilbert of Zocks, Stacie Craddock of Integrated Compliance Advisors,... read more
In this webinar replay, John O’Connell, CEO of The Oasis Group, and... read more
Watch this webinar replay with John O’Connell of The Oasis Group, Amar... read more
Cybersecurity continues to be a major challenge for today’s advisory firms, who... read more
Watch this webinar co-hosted by WealthManagement.com and The Oasis Group, where experts... read more
Tax-loss harvesting has evolved from a year-end tactic to an always-on, AI-enhanced... read more
John O'Connell will participate in a webinar on Sept. 25th with Visory,... read more
John O'Connell participated in a webinar with Practifi discussing AI in Wealth... read more
