News

Quotes of and articles authored by our founder.

How Advisors Can Strategically Leverage Their Data - May 9, 2022
On top of understanding the value of your data, it’s important to determine what data you own, and how your third-party vendors approach your firm’s data.
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Investment News – March 1, 2022
The Department of Homeland Security has set up a page warning of cyberattacks emanating from Russia, and both the SEC and Finra echoed those concerns in notices to the public.
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Investment News – August 18, 2021
Millions of current, former, and prospective customers’ personal data has been compromised by the highly sophisticated cyberattack against T-Mobile systems. Learn what Financial Advisers should do to be proactive to protect their clients after the highly cyberattack.
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Investment News – June 30, 2021
Prep for ransomware attacks or be ready to pay the price. Ransomware attacks in the U.S. increased 300% in 2020 and cost victims $350 million. Advisers make easy targets because they publicly release AUM and hold some of the most sensitive client data that directly connects to their finances.
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UpContent – July 31, 2019
In the article A Playbook for Leveraging Curated Content in Enterprise Sales, John O’Connell discusses how you can take your enterprise sales and social selling to the next level.
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Medici – Fin Tech Chemist - July 31, 2019
John O’Connell is quoted in this article titled Importance of Having a Great Value Proposition. Read the article.

US News & World Report – July 15, 2019
In the article 7 Tips for Writing a Unique Value Proposition, John O’Connell discusses how to stand out from the crown with a unique value proposition. Learn more.

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