Deepening the referral conversation with clients. Download the CEO Advisor Institute App for additional tools and resources at oppfunds.com/ceoapp. These views represent the opinions of OppenheimerFunds, Inc. and are not intended as investment advice or to predict or depict the performance of any investment.

Client Conversation: Creating the Ideal Client

The OppenheimerFunds CEO Advisor Institute Podcasts are designed to help financial advisors run their business like a world-class CEO and engage their clients as a trusted global advisor. This content will allow you to: learn thought-provoking approaches for managing your practice and team to address the ever growing complexities of our industry; evaluate your practice with diagnostic tools that will help you identify structural and systemic opportunities to refine your business; act with proven steps for putting the principles and tenets of this curriculum into practice. Download these podcasts to help take your practice to the next level.

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Client Conversation: Creating the Ideal Client

Client Conversation: Creating the Ideal Client