Customize Your Compelling Wealth Conversations
Our Compelling Wealth Management Conversations chart book uses the power of analogy, metaphor, story and visual illustration to help keep investors “buckled in” to their long-term wealth management and investment strategy.
Our new CEO Advisor Institute App allows advisors to create, save and email customized presentations for their clients. Advisors can create a presentation that deals with the fundamentals of investing or more topical subjects designed to address the latest investor concerns. Advisors can use the app to select the individual slides they want and save presentations on the cloud or email PDF copies for use offline. The app generates all the necessary disclosures and index definitions.
Access the CEO Advisor Institute App.
These views represent the opinions of OppenheimerFunds and are not intended as investment advice or to predict or depict the performance of any investment. These views are as of the date of this presentation and are subject to change based on subsequent developments.
Foreign investments may be volatile and involve additional expenses and special risks, including currency fluctuations, foreign taxes, regulatory and geopolitical risks. Emerging and developing market investments may be especially volatile. These risks are magnified in frontier markets. Investing significantly in a particular region, industry, sector or issuer may increase volatility and risk.