A customer comes to a salesperson and says “Go get me that.” A client comes to a professional and says “Help me, I’m out of my depth!” There are two fundamental business models around which you can organize your practice: A professional model or a sales model.
We have operated as salespeople throughout most of our history, both structurally and interpersonally. This is the greatest impediment to your ability to control, execute and grow your practice. Many of the sales model’s key components run counter to a successful professional practice.
Please review 7 Keys to Building a Professional Practice, and explore the additional content and resources in this series.
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.