OppenheimerFunds has launched the CEO Advisor Institute, which combines business management, personal and professional development content and investment thought leadership for advisors.
The Institute is led by Paul Blease, who joined OppenheimerFunds last December as Director of the CEO Advisor Institute. The program consists of three components: keynote presentational content, a multimedia web-based support structure and more than 100 OppenheimerFunds consultants trained by Blease and Duke Corporate Education, a business-to-business learning and development company.
"The single greatest challenge facing financial advisors today can be captured in a single word, complexity,” stated 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. 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."
John McDonough, Director of National Sales, added that: "OppenheimerFunds is committed to delivering a consultative platform to help advisors achieve their business goals. To demonstrate that commitment, we have changed the formal titles of our sales force to Senior Advisor Consultants and Regional Advisor Consultants."