US-based asset manager OppenheimerFunds has launched an interactive, customisable app to help financial advisors achieve business goals.
The new CEO Advisor Institute app offers access to the CEO Advisor Institute programs, including Compelling Conversations, Professional Practice, and Constructing and Managing a Synergistic Team.
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The app also offers access to the business development tools and videos within the CEO Advisor Institute program that helps advisors refine the structure of their practice, build a synergistic and unified team of professionals, as well as create a personalised service model.
OppenheimerFunds head of distribution John McDonough said: "Recognizing the complexity that advisors face today, we designed the CEO Advisor Institute curriculum to help clients manage their sophisticated practices and deliver meaningful advice and extraordinary service.
“In response to a variety of economic and technological developments, we have consistently provided actionable guidance and practical solutions to our clients."
CEO Advisor Institute director Paul Blease added: "We recognize that the single greatest challenge facing financial advisors is constructing, systematizing, and leading complex practices and teams. Our goal is to be far more than just an investment source; rather, we are striving to become an advisor's invaluable business partner. This comprehensive multimedia app is just one more step in that direction."
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