The program consists of three components: keynote
presentational content, a multimedia Web-based support structure and more than
100 OppenheimerFunds consultants. The current library has three modules:
Compelling Conversations are designed to help financial advisers with nine
critical recurring conversations with clients and prospects. Each aims to
crystallize the value of the adviser and help clients take the appropriate
actions to pursue financial goals.
Building a Professional
Practice delivers an architectural
framework to help advisers build professional practices. The framework is
built on the twin foundations of a comprehensive wealth management
approach and an exceptional client service platform.
Building a Life on Purpose teaches advisers how to achieve work/life balance.
OppenheimerFunds’ field force has been immersed in CEO
Solution, the internal component of the CEO Advisor Institute, for more than
two years, in preparation for delivering a consultative platform for advisers
while continuing to provide excellent product and investment insight.
The Institute, led by 25-year industry veteran Paul Blease,
was developed in collaboration with Duke Corporate Education. Blease
joined OppenheimerFunds in December 2011 as director of the CEO Advisor
Complexity is the single greatest challenge facing financial
advisers today, according to Blease. “In the last two decades we’ve seen an
explosion of new investment products and services, a proliferation of new
technologies, and an unprecedented confluence of political, economic and
financial challenges,” he said. “The CEO Advisor Institute helps advisers
manage their sophisticated practices, and deliver meaningful advice and
extraordinary service in order to separate themselves from the competition.”
More information is available at the CEO Advisor Institute.