Our commitment to helping top-tier financial advisors handle their complex challenges has led to the key appointment of Paul Brunswick as a Senior Business Consultant at the OppenheimerFunds CEO Advisor Institute.

Paul has 30 years of experience in the financial services industry working with institutional and ultra-high-net-worth financial advisors and branch managers. He joins OppenheimerFunds from CEG Worldwide, where he led the firm’s Corporate Solutions Division. Prior to his tenure at CEG, he was Managing Director of National Business Development for Smith Barney.

Paul joins our team of Senior Business Consultants, Jay Therrien, Kathryn (KT) Gallo, John (JT) Thorpe, and Tim Wilkinson, as part of our CEO Advisor Institute led by its Director, Paul Blease. In collaboration with the firm’s Senior Advisor Consultants and Regional Advisor Consultants, our team provides advisors with the insights and resources necessary to construct high performance advisory practices and teams. 

Here are some CEO Advisor Institute programs that our consultants offer to help you and your practice:

  • Compelling Conversations: Architect your “recurring conversations” so clients not only understand your business model and recommendations, but actually implement your recommendations.
  • How to Build a Professional Practice: Overcome today’s complex environment by transforming your business into a comprehensive, proactive and personalized wealth management practice.
  • Constructing and Managing a Synergistic Team: Build a team of highly specialized personnel deployed to “win the battle” for both your clients and yourselves.
  • Compelling Wealth Management Conversations: Use the power of analogy, metaphor and stories to provide your clientele with the philosophical and historical perspective necessary to stay “buckled in” to your overarching investment strategy.

Contact us to learn more about these topics and/or reach out to your local OppenheimerFunds consultant to schedule a complimentary consultation.

You can access the entire suite of the CEO Advisor Institute’s interactive tools and video resources by downloading the free CEO Advisor Institute app for the iPad or iPhone, available at the App Store, or by visiting oppfunds.com/CEOApp.