Episode 450 with John O'Connell | E450

John, my friend, always, always a pleasure.

It's my pleasure to chat with you, Jason.

We always get to have a good time.

We always do.

We always do.

And yeah, this one might go past an hour, but I think we have limits.

So I'd be able to, otherwise it would go hours.

So John O'Connell, very quick intro.

Tell everybody what it is you do.

So I'm the CEO and the founder of the Oasis Group.

We're a research and consultancy in the wealth management space.

We focus primarily on RIAs, broker-dealers, family offices, and trust organizations.

And we cover kind of everything with technology.

So everything from artificial intelligence, technology, wealth technology, data management, cybersecurity.

And we help firms with The selection of those things, the implementation of those things, the roadmapping around those things.

I've invented the AI WealthTech map.

I'm a published author.

I get around.

You do.

You do.

Literally, we were just talking about how you got 11 speaking gigs between now, which is the end of, or so the first day of September and the end of November.

So yes, if you're at any conference in the U.S. at all on the advisory scene, you're probably going to see John at some point.

No, it's super exciting.

We've got Advice.ai coming up pretty soon.

Schwab Impact coming up pretty soon.

John, my friend, always, always a pleasure.

It's my pleasure to chat with you, Jason.

We always get to have a good time.

We always do.

We always do.

And yeah, this one might go past an hour, but I think we have limits.

So I'd be able to, otherwise it would go hours.

So John O'Connell, very quick intro.

Tell everybody what it is you do.

So I'm the CEO and the founder of the Oasis Group.

We're a research and consultancy in the wealth management space.

We focus primarily on RIAs, broker-dealers, family offices, and trust organizations.

And we cover kind of everything with technology.

So everything from artificial intelligence, technology, wealth technology, data management, cybersecurity.

And we help firms with The selection of those things, the implementation of those things, the roadmapping around those things.

I've invented the AI WealthTech map.

I'm a published author.

I get around.

You do.

You do.

Literally, we were just talking about how you got 11 speaking gigs between now, which is the end of, or so the first day of September and the end of November.

So yes, if you're at any conference in the U.S. at all on the advisory scene, you're probably going to see John at some point.

No, it's super exciting.

We've got Advice.ai coming up pretty soon.

Schwab Impact coming up pretty soon.