October 22, 2012
--- OppenheimerFunds unveiled CEO Advisor Institute, a program designed to teach advisers to think like chief
executives but continue to engage as trusted global advisers. ---
program is a business management and personal
development structure, whose name reflects the dual responsibilities of
practice management and delivery of meaningful and insightful financial guidance.
The CEO Advisor Institute combines business management,
personal and professional development content, and investment thought
leadership. The curriculum is designed to enhance the ability of advisers and
their teams to address the complex challenges facing their wealthiest clients.
According to a 2011 study conducted by Cerulli Associates, practice management
was the second-most requested resource from advisers.
describes the program as combining right-brain
creativity with left-brain analytics. “OppenheimerFunds is committed to
delivering a consultative platform to help advisers achieve their business
goals,’ said John McDonough, director of national sales. “To demonstrate that
commitment, we have changed the formal titles of our sales force to senior adviser
consultants and regional adviser consultants.”