Our industry’s business-planning model centers exclusively on the questions of “What?” and “How?”.
But when you ask “Why?”, your business-planning priorities begin to crystalize, the disconnects between how you spend your time versus your priorities materialize. By realigning team roles and responsibilities, setting up a client reduction strategy, creating a highly-systematized wealth management and client service structure, and restructuring your personal and professional calendars, you better reflect your priorities as well as your team’s talents and passions.
You can then tap into what you and your team are capable of if you know why you are doing it.
This video series and workbook will give you the architectural framework to consciously design a life that is both successful and meaningful.
These views represent the opinions of OppenheimerFunds, Inc. and are not intended as investment advice or to predict or depict performance of any investment. These views are subject to change based on subsequent developments.
For Institutional Use Only. This material has been prepared by OppenheimerFunds Distributor, Inc. for institutional investors only. It has not been filed with FINRA, may not be reproduced and may not be shown to, quoted to or used with retail investors.