In this episode you'll hear:
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Guest Bios
John O’Connell is founder and CEO of The Oasis Group, which helps financial services and technology firms clearly define their target market and messaging to attract their ideal prospective customers.
Daniel Bernstein is chief regulatory counsel at MarketCounsel Consulting, a business and regulatory compliance consultancy for independent investment advisers. He’s also an attorney with the Hamburger Law Firm, a law practice focused on the securities industry.