Free Web Seminar

Getting Clients Back on Track

Originally broadcasted on Wednesday, October 14

InvestmentAdvisor invites you to attend a free on demand web seminar, Getting Clients Back on Track, sponsored by OppenheimerFunds.

Now more than ever, your clients are looking for guidance as they navigate the changing financial landscape. As you work to get them back on track, OppenheimerFunds can help. Their new program, The Art of the Client Review: Special Edition, provides step-by-step action plans to help you RE-CONNECT with clients, RE-ASSESS their goals and RE-STRUCTURE their portfolios. It also offers insights into working with eight different client types that OppenheimerFunds identified through research with investors and advisors.

During this free one hour seminar, Sean Keller, Vice President of Marketing Strategy at OppenheimerFunds, will share strategies to help you:

  • Re-engage with different client types
  • Conduct effective client reviews
  • Strengthen your current client relationships while building new ones

Sean Keller
Vice President of Marketing Strategy
OppenheimerFunds

View Sean Keller's Bio

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Shares of Oppenheimer funds are not deposits or obligations of any bank, are not guaranteed by any bank, are not insured by the FDIC or any other agency, and involve investment risks, including the possible loss of the principal amount invested.

Investors should carefully consider a fund’s investment objectives, risks, charges & expenses before investing. For a prospectus containing this & other fund info., call us at 1.800.525.7048 or go to www.oppenheimerfunds.com. Read the prospectus carefully before investing.

Oppenheimer funds are distributed by OppenheimerFunds Distributor, Inc.

OppenheimerFunds, Inc. and OppenheimerFunds Distributor, Inc. are not affiliated with Summit Business Media.