Financial Advisors are facing the biggest challenge in our history—
The world has never been this complex; markets are volatile, client expectations are skyrocketing and you’re constantly being inundated by the hot or pressing topic of the day.
So how can advisors grow their businesses AND effectively manage their current clients’ portfolios in this environment?
Advisory practices must evolve along with these growing complexities, in order to continue delivering sophisticated, meaningful advice and extraordinary service in an ever-changing landscape.
Dealing with these challenges requires the right program and toolset – a dynamic business enhancement resource that provides an actionable path to sustainable success.
OppenheimerFunds has exactly that.
We’ve launched a comprehensive App for iPad as part our CEO Advisor Institute Program that will help you:
- Build a team of highly specialized practitioners around a common goal
- Create more capacity in your work and personal life
- Diagnose areas in which you can refine or enhance your practice, and
- Design a uniquely differentiated and effective client service model
This app brings to life the CEO Advisor Institute Program, developed by Paul Blease, a former advisor, complex manager and senior executive, who has a keen understanding of advisor needs and a laser focus on improving the advisor experience.
At the touch of a finger, you can open a world of resources that will help elevate your practice to new levels. With each interaction, this app will assist you in refining a personalized plan to help you achieve your specific goals.
Seize the opportunity to take your practice to the next level. Download the CEO Advisor Institute App today.
These views represent the opinions of OppenheimerFunds, Inc. and are not intended as investment advice or to predict or depict the performance of any investment. These views are as of the publication date, and are subject to change based on subsequent developments.