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Knowledge Bank

Financial industry news and events for RIAs.

John O'Connell

John O’Connell is the founder of The Oasis Group and has more than 28 years of leadership experience in both emerging businesses and mature, established organizations.

Recent posts by John O'Connell
4 min read

How Advisors Can Strategically Leverage Their Data

By John O'Connell on May 9, 2022 5:01:53 PM

It is not surprising that RIA firms capture and have access to an enormous amount of data about their prospects and clients. Many advisory firms capture a large amount of client data during their initial discovery process with the client, and that ...
Topics: Financial advisors FinTech Joel Bruckenstein RIAs Data John O'Connell
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    1 Baldwin Named one of “20 People Who Will Change Wealth Management in 2020” by the editors at Financial Planning magazine, December, 2019

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