In this episode I am joined by John O'Connell, CEO of the Oasis Group to discuss ownership, data security, and predictive analytics for wealth managers. He emphasized the importance of relatable technology communication and shared real-life case studies, such as integrating technology stacks and enhancing efficiency. John highlighted the significance of data warehouses and data lakes, explaining their roles in storing and analyzing data. He also discussed AI's potential to augment, not replace, advisors, recommending prompt engineering and note-taking AI tools. John recommended "How to Win Friends and Influence People" and "The Magic of Thinking Big" for building relationships and business success.

 

This week on The Model FA Podcast:

0:00:07 - The role of a CEO is to invest in the business and ensure it remains an ongoing concern.

0:00:28 - Introduction of John O'Connell, founder and CEO of the Oasis Group.

0:01:47 - Oasis Group's four main services: data capture, data security, data ownership, and predictive analytics.

0:04:10 - John O'Connell's background, starting as a programmer at Merrill Lynch and transitioning to sales and consulting roles.

0:07:38 - Importance of making technology relatable to non-technical advisors.

0:20:26 - Considerations for advisors regarding data warehouses and data lakes.

0:30:15 - Practical applications of AI in financial services, including note-taking and prompt engineering.

0:44:45 - Book recommendations: "How to Win Friends and Influence People" by Dale Carnegie and "The Magic of Thinking Big" by David Schwartz.

0:51:27 - Closing remarks and information about The Oasis Group's resources.

 

Connect with John:

 

Website: https://www.theoasisgrp.com

LinkedIn: https://www.linkedin.com/in/johnokoconnell/

Email: [email protected]

 

About the Model FA Podcast

 

The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes  to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams. 

 

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Our Team:

President of Model FA, David DeCelle

 

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