The new OppenheimerFunds CEO Advisor Institute leverages a mobile app and live support to give advisers an edge in their client service strategies.
“We are committed to taking a consultative approach to serving our clients,” says John McDonough, head of distribution for OppenheimerFunds. “Recognizing the complexity that advisers face today, we designed the CEO Advisor Institute curriculum to help clients manage their sophisticated practices and deliver meaningful advice and extraordinary service.”
OppenheimerFunds says the adviser training solution was built in response to a variety of economic and technological needs advisers face. The CEO Advisor Institute program includes modules on “Compelling Conversations,” “Professional Practice,” and “Constructing and Managing a Synergistic Team,” all available through the app.
“Advisers can also leverage OppenheimerFunds’ Compelling Wealth Management Conversations program,” McDonough says, “which provides the philosophical framework, historical context, and timely market insights to calm investors’ fears and keep them buckled in to their long-term plans. The app brings to life the dynamic and actionable business development tools and videos within the CEO Advisor Institute program.”
Other features of the program will help advisers “diagnose, enhance, and refine the structure of their practice; construct, manage, and lead a synergistic and unified team of professionals; and create a unique and personalized service model that attracts and retains their best clientele.”
The free iPad app is available for download through the iTunes store or by visiting www.oppfunds.com/ceoapp.