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John O’Connell a Panelist for NAPFA Webinar on How to Employ AI in 2024
The Oasis Group CEO John O'Connell joins a panel of industry experts... read more
Webinar with FINNY: Leveraging existing documents to create new content with AI
Watch this webinar replay with FINNY, where John O'Connell participated in FINNY's... read more
Webinar with Softlab360: Leveraging Machine Learning for Client Insights and Competitive Advantage, with John O’Connell & Henry Zelikovsky
In this insightful webinar replay featuring John O'Connell and Henry Zelikovsky of... read more
Webinar with Vi4 Wealth: Clear, Compelling, Visual: The Future of Client Engagement
Watch this webinar replay with Joel Bruckenstein of T3 Technology Tools for... read more
Webinar with AllocateRite and Morningstar: The Benefits, Risks, and Challenges of Tax Loss Harvesting in Volatile Markets, with John O’Connell, Ron Keusch & Sheryl Rowling
Watch this webinar replay with John O'Connell of The Oasis Group, Ron... read more
Webinar with TaxStatus: How Financial Advisors Can Protect Clients from the NPD Breach, Tax Fraud, and Other Cyber Threats
John O'Connell presented a webinar with Kevin Knull of TaxStatus, discussing how... read more
Webinar with Visory: Making Cybersecurity and Managed IT Part of Your Firm’s Overall Value Proposition
John O'Connell will participate in a webinar on Sept. 25th with Visory,... read more
The Intention.ly & Friends Book Club With John O’Connell: Rise of The Activist Investor
The Intention.ly & Friends Book Club brings together some of the most... read more
Webinar with Kwanti: How Financial Advisors Can Combat Concentration Risk in the Markets, with John O’Connell and Patric Glassell
In this webinar replay, John O’Connell, CEO of The Oasis Group, and... read more
Webinar with Carefull: Counseling Your Clients To Avoid Fraud for Themselves and Their Parents with Todd Rovak & John O’Connell
In this webinar replay, John O’Connell and Todd Rovak, CEO of Carefull,... read more