In this special collection of The White Report recorded live in the Myriad Advisor Solutions Podcast Station at the 2023 T3 Technology Tools for Today Advisor Conference, host Danielle White interviews leaders in business and finance as they share trends in the world of finance as well as their own experiences and insights.
In this podcast episode of The White Report, Danielle White speaks with John O’Connell, founder and CEO of The Oasis Group which specializes in helping wealth management and technology firms solve their most complex challenges through technology selection and implementation, sales tools, and global strategies.
O’Connell explains that in his eyes, the two significant trends in the industry are data ownership and the increasing use of technology. Business owners should begin by building a solid technology foundation before exploring additional technologies.
Remember…Cybersecurity is like putting a lock on every door. There is a growing importance in the need for cybersecurity and comprehensive cybersecurity policies within the industry. O’Connell stresses that business owners should proactively address their technology stack and cybersecurity posture to stay ahead of future regulatory requirements.
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