As an advisor, your ability to attract and retain high-net-worth clients is dependent on not only the wealth-management strategy you employ, but your capacity to provide an exceptional and highly personalized level of service and recognition that reflects the sophistication of your business and your best clients. OppenheimerFunds’ CEO Advisor Institute® provides you with toolkits, worksheets and presentations designed to help you accomplish just that.
Utilize these resources below to help deepen your client relationships.
Client Engagement Toolkit incorporates a comprehensive 4-step process for building a sophisticated client engagement model.
Individual Client Engagement Toolkit highlights the individual service and engagement elements for each client, designed in a way to facilitate the conversation in client and prospecting meetings to ensure that all critical client insights and services are documented, implemented and tracked.
Minding the Fiduciary Gap Presentation addresses complexities impacting advisors today and provides insights for building a comprehensive wealth management strategy and a highly personalized level of client service to overcome these challenges.
CEO Advisor Institute App for iPhone and iPad contains the tools and resources to help financial advisors grow and manage a highly sophisticated and synergistic practice and team.
Take your first step in developing and improving your client service model right here.
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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.