PodcastModern Financial AdvisorOctober 1, 2026
AI Just Exposed This Firm's HR Secrets — Here's How to Avoid It with John O'Connell of The Oasis Group
John O'Connell of The Oasis Group discusses AI adoption tiers for wealth firms, Copilot data exposure risks, training, custom software pitfalls, and helping advisors reach escape velocity faster.
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