Power Your Advice

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


Listen Later

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

     

    Source

    ...more
    View all episodesView all episodes
    Download on the App Store

    Power Your AdviceBy Advisorpedia


    More shows like Power Your Advice

    View all
    Freakonomics Radio by Freakonomics Radio + Stitcher

    Freakonomics Radio

    32,269 Listeners

    Acquired by Ben Gilbert and David Rosenthal

    Acquired

    4,712 Listeners

    Masters in Business by Bloomberg

    Masters in Business

    2,182 Listeners

    Invest Like the Best with Patrick O'Shaughnessy by Colossus | Investing & Business Podcasts

    Invest Like the Best with Patrick O'Shaughnessy

    2,346 Listeners

    Financial Advisor Success by Michael Kitces

    Financial Advisor Success

    719 Listeners

    Animal Spirits Podcast by The Compound

    Animal Spirits Podcast

    2,029 Listeners

    The Peter Attia Drive by Peter Attia, MD

    The Peter Attia Drive

    8,655 Listeners

    The Long View by Morningstar

    The Long View

    921 Listeners

    RIA Edge by David Armstrong

    RIA Edge

    11 Listeners