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 insightful webinar replay featuring John O'Connell and Henry Zelikovsky of... read more
John O'Connell participated in a webinar with Practifi discussing AI in Wealth... read more
The Intention.ly & Friends Book Club brings together some of the most... read more
Join John O’Connell of The Oasis Group and Sam Sova and Karl... read more
In this webinar replay, John O’Connell and Todd Rovak, CEO of Carefull,... read more
John O'Connell will participate in a webinar on Sept. 25th with Visory,... read more
Watch this webinar replay with John O’Connell of The Oasis Group and... read more
In this insightful webinar titled 'Beyond the Template: How RIAs Build a... read more
RIA client data comes in many forms – while some data may... read more
Watch this webinar replay with Joel Bruckenstein of T3 Technology Tools for... read more
