Led by John O'Connell, The Oasis Group helps busy executives in the financial advisory, financial services and fintech world articulate and evolve their unique value proposition and differentiate their firm, services, and products from the competition. Banks, credit unions, independent broker-dealers, registered investment advisors, CUSOs, family offices, and full services firms turn to The Oasis Group to help them attract the right prospects to grow their firm quickly. The Oasis Group also works with financial technology firms, providing field-proven techniques to assist revenue teams as they target new markets, expand key accounts, develop new business, and efficiently pursue opportunities. Contact The Oasis Group to discuss your needs and interests.
