Celebrating Milestones & Looking Ahead to 2024: Your Oasis Group Year in Review

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As we close the chapter on another remarkable year, I wanted to take a moment to reflect on the milestones and accomplishments we've achieved together. It has truly been an outstanding year for us, filled with growth, innovation, and valuable partnerships. Here are a few of our highlights from 2023:

• The successful launch of our highly anticipated online training program. We are thrilled to see how many of you have embraced the platform and enriched your professional capabilities.?
• Hosting?insightful webinars alongside our esteemed partners. These webinars allowed us to delve deeper into industry trends, foster collaboration, and share invaluable knowledge.
• We also released several informative white papers?that shed light on crucial topics and offered innovative solutions. This collaborative effort epitomizes our commitment to thought leadership and our determination to provide insightful and practical information that can drive real change in our industry.
• Throughout the year, we also had the opportunity to participate in numerous prestigious industry events, allowing us to connect and engage with both new and familiar faces.

As we turn our gaze towards 2024, we do so with great excitement and anticipation. We cannot wait to see what the coming year has in store.

What I do know is that none of our accomplishments in 2023 would have been possible without your unwavering support.

Together, we have achieved remarkable milestones, and we look forward to conquering new horizons in the year ahead?and continuing to provide a vibrant community for professional growth.

May your holiday season be filled with joy, warmth, and countless moments of blissful relaxation. Here's to a prosperous and impactful 2024!

Warmest regards,

Catch John on the Road!

??? Jan. 22 | T3 2024 Conference

Using the wrong technology can do more harm than good for your RIA. Learn more about all the technology available to you at the T3 Technology Tools for Today 2024 conference this January in Las Vegas. Friends of The Oasis Group can save an extra $200 by using code OASIS200 at checkout.

Get your ticket

New Paper on Liability Management Shows Financial Advisors How to Optimize Client Wealth

Written by John O'Connell, MBA , his latest white?paper?explores the “why” behind liability management, while also taking a more detailed look at essential elements of the practice which ensures current debt is always optimized and new debt is taken out on the most favorable terms to the client.

Don’t Use Your Company Email for Personal Purposes

In John O'Connell, MBA 's latest VettaFi Advisor Perspectives article he?discusses why using a company email account for personal reasons is risky and how it can affect you legally. He also takes a?look at how companies store emails and what measures they take to protect their data from being misused or abused.?

The Oasis Group Publishes Comprehensive White Paper on Alternative Investment Technology

Alternative investments are proving increasingly popular in client portfolios, particularly as concerns have grown about the vulnerabilities and sustainability of traditional 60/40 portfolios. In?this white paper, The Oasis Group and T3 Technology Tools for Today examine the emergence of alternative investments and how advisors are tailoring client portfolios with innovative asset allocations and groundbreaking investment techniques.

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