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Compelling Wealth Management Conversations

Professional Development

Compelling Wealth Management Conversations

article

Compelling Wealth Management Conversations

Ideas to help financial advisors guide client investment decisions and keep them on track.

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CEO Advisor Institute

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Business Relationships Begin with a Conversation

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CEO Advisor Institute

A personal and professional development program that can help you transform your practice.

Full Article

Business Relationships Begin with a Conversation

Highlights
  • Financial advisors tend to be comfortable with charts and data.
  • Clients' decision making tends to involve an emotional component.
  • We suggest ways financial advisors can frame conversations with their clients.
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Contributor
Director of CEO Advisor Institute
Bw paul blease headshot2

Partnering with Advisors to Better Serve Clients

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What Should Long-Term Investors Do After Brexit? Nothing

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The Truth About Sell in May and Go Away

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Partnering with Advisors to Better Serve Clients

The CEO Advisor Institute helps advisors build strong teams and lasting practices.

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What Should Long-Term Investors Do After Brexit? Nothing

Highlights
  • Financial markets are still digesting the unexpected results of the UK referendum.
  • Markets react emotionally in the short term and rationally over the long term.
  • Investors shouldn't overreact to Brexit.
Full Article
Contributor
Director of CEO Advisor Institute
Bw paul blease headshot2
Contributor
Senior Investment Strategist
Bw brian levitt headshot2

The Truth About Sell in May and Go Away

Highlights
  • No one has a crystal ball, yet investors often act as if they do.
  • Seasonal market gimmicks like sell in May and go away, may not work.
  • Missing as few as the 10 best days in the market can cut investment returns in half.
Full Article
Contributor
Director of CEO Advisor Institute
Bw paul blease headshot2
Contributor
Senior Investment Strategist
Bw brian levitt headshot2

How Unique Is Your Value Proposition?

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Articulating Your Customized Approach

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How Unique Is Your Value Proposition?

Highlights
  • Financial advisors can find it challenging to articulate their unique value proposition.
  • To accomplish this, they need to help clients answer two critical questions.
  • These questions are: “Will I make it?” and “Do I have any financial blind spots?”
Full Article
Contributor
Director of CEO Advisor Institute
Bw paul blease headshot2

Articulating Your Customized Approach

Highlights
  • Financial advisors need to explain how they tailor their approach to client needs.
  • Their explanation needs to avoid being sales-oriented.
  • Advisors would benefit if they focused on the process rather than products.
Full Article
Contributor
Director of CEO Advisor Institute
Bw paul blease headshot2

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