Power Your Advice

Episode 67 – Should Advisors Buy or Build Their Software – With John O’Connell

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John O’Connell is the founder & Chief Executive Officer of The Oasis Group, a consulting firm that helps financial services and financial technology firms to create and focus on their unique value proposition to attract clients and generate higher revenue.

Doug and John sat down at the MarketCounsel Summit to talk about the Oasis Group, what they do and who they do it for. They also discuss

  • Things to be aware of when deciding whether to buy or build software
  • What advisors should keep in mind about cybersecurity
  • When you should consider building proprietary software
  • What is coming for The Oasis Group

    • Resources: The Oasis Group | FP Transitions

     

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