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 and Hazal Sabah, ByAllAccounts Senior... read more
Financial advisors, wealth management execs, and technology and operations leaders looking to... read more
Join The Oasis Group and Syntax for a captivating fireside chat about... read more
The Intention.ly & Friends Book Club brings together some of the most... read more
The Oasis Group CEO John O'Connell joins a panel of industry experts... read more
John O'Connell of The Oasis Group and Conor Curtis of Practifi unpack... read more
RIA client data comes in many forms – while some data may... read more
John O'Connell joined Chirag Gandhi, CEO of Mili, for a practical discussion... read more
Register for this upcoming webinar hosted by WealthManagement.com and The Oasis Group,... read more
In this insightful webinar titled 'Beyond the Template: How RIAs Build a... read more
