The Healthy Advisor: How a Near-Death Experience Became an ‘Origination Point’ With John Connell
<p><span style="font-weight: 400;">The summer after his freshman year in high school, John Connell went on the Texas Giant rollercoaster in Arlington, Texas, the tallest wooden rollercoaster in the U.S. at that time. John ended up in the hospital, with injuries the doctors weren’t sure he’d recover from. That became an “origination point,” a wake-up call that forever changed the trajectory of his life.</span></p>
<p><span style="font-weight: 400;">In this episode of The Healthy Advisor podcast, </span><i><span style="font-weight: 400;">WealthManagement.com</span></i><span style="font-weight: 400;"> Executive Editor Diana Britton talks with John Connell, co-founder and CEO of Focal, about the life-changing experience. It shaped his perspective, inspired his relentless curiosity, and ultimately led to the creation of Focal, an artificial intelligence meeting management solution for financial advisors.</span></p>
<p><span style="font-weight: 400;">John opens up about the accident that nearly claimed his life as a teenager, how it fueled a lifelong commitment to impact, and why he believes hardship is a hidden teacher. He also shares how his global travels, time at Microsoft and passion for scaling meaningful change converged to create a company that helps advisors spend more time with clients and less on paperwork.</span></p>
<p><span style="font-weight: 400;">John discusses:</span></p>
<ul>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">His childhood and early experiences that shaped him</span></li>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">His near-death experience and its long-lasting impact on his worldview</span></li>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Lessons from global travel and embracing different cultures</span></li>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">The role of technology in driving societal change</span></li>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">How Focal is helping advisors reclaim their time and serve more clients</span></li>
</ul>
<p><b>Resources:</b></p>
<ul>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Listen to</span><a href="https://www.wealthmanagement.com/program/the-healthy-advisor"> <span style="font-weight: 400;">The Healthy Advisor on WealthManagement.com</span></a></li>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Subscribe and listen to</span><a href="https://podcasts.apple.com/ca/podcast/healthy-advisor/id1486636079"> <span style="font-weight: 400;">The Healthy Advisor on Apple Podcasts</span></a></li>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Subscribe and listen to</span><a href="https://open.spotify.com/show/4alur1jkJX7RsPCVVMDdEP"> <span style="font-weight: 400;">The Healthy Advisor on Spotify</span></a></li>
<li style="font-weight: 400;" aria-level="1"><a href="https://www.wealthmanagement.com/artificial-intelligence/the-wealthstack-podcast-how-agentic-ai-is-revolutionizing-wealth-management-with-john-connell"><span style="font-weight: 400;">The WealthStack Podcast: How Agentic AI is Revolutionizing Wealth Management with John Connell</span></a></li>
</ul>
<p><b>Connect With John Connell:</b><b><br />
</b></p>
<ul>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">
[email protected]</span></li>
<li style="font-weight: 400;" aria-level="1"><a href="https://meetwithfocal.com/"><span style="font-weight: 400;">Focal Website</span></a></li>
<li style="font-weight: 400;" aria-level="1"><a href="https://www.linkedin.com/in/john-l-connell-79a57424/"><span style="font-weight: 400;">LinkedIn: John L. Connell</span></a></li>
<li style="font-weight: 400;" aria-level="1"><a href="https://www.linkedin.com/company/meetwithfocal/"><span style="font-weight: 400;">LinkedIn: Focal | Secure Advisor AI</span></a></li>
</ul>
<p><b>Connect with WealthManagement.com:</b><b><br />
</b></p>
<ul>
<li style="font-weight: 400;" aria-level="1"><a href="https://www.wealthmanagement.com/"><span style="font-weight: 400;">WealthManagement.com</span></a></li>
<li style="font-weight: 400;" aria-level="1"><a href="https://www.linkedin.com/in/diana-britton-8826b53/"><span style="font-weight: 400;">LinkedIn: Diana Britton</span></a></li>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">
[email protected]</span></li>
<li style="font-weight: 400;" aria-level="1"><a href="https://www.linkedin.com/company/informa/"><span style="font-weight: 400;">LinkedIn: Informa</span></a></li>
<li style="font-weight: 400;" aria-level="1"><a href="https://bit.ly/WealthManagementLI"><span style="font-weight: 400;">LinkedIn: WealthManagement</span></a></li>
</ul>
<p><b>About Our Guest:</b></p>
<p><span style="font-weight: 400;">John leads Focal as CEO, an AI note-taking platform and automation services provider. Focal goes beyond AI note-taking by helping firms automate KYC, onboarding, planning, and more. We are trusted by executives across Ritholtz, Fidelity, Vanguard, KPMG, and more as the industry’s most secure note-taker and automation provider, helping advisors save 8 hours a week and scale serviceable clients by 30%.</span></p>
<p><span style="font-weight: 400;">John started his career at Microsoft, where he managed a $1B P&L for Office 365 and contributed strategically to Microsoft’s landmark acquisition of LinkedIn. After relocating to San Francisco, he joined a video conferencing startup that was acquired by Dialpad. He then leveraged his expertise in enterprise SaaS and AI/ML to invest at a $5B AUM venture capital fund, later scaling an AI/compliance startup from its early stages as the first business hire to securing $36M in funding within three years.</span></p>
<p><span style="font-weight: 400;">John graduated from the University of Texas, combining studies in Finance and Management Information Systems with foundational experiences in wealth management at Merrill Lynch and equity trading at Jefferies in New York.</span></p>
<p><span style="font-weight: 400;">If you have a struggle and wish to share your experiences and help others in similar situations, please reach out to Diana at </span><span style="font-weight: 400;">
[email protected]</span><span style="font-weight: 400;">.</span></p>
