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CEO Advisor Institute Video

OppenheimerFunds Distributor, Inc.

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...

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CEO Advisor Institute Video
Cant VS Wont: An 8 Point Performance Matrix
Cant VS Wont: An 8 Point Performance Matrix
May 10, 2018 OppenheimerFunds Distributor, Inc.
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CEO Advisor Institute Video
Transformative Leaders Principle #1 – Credibility
Transformative Leaders Principle #1 – Credibility
May 7, 2018 OppenheimerFunds Distributor, Inc.
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CEO Advisor Institute Video
7 Deadly Patterns - Trying To Change People
7 Deadly Patterns - Trying To Change People
May 7, 2018 OppenheimerFunds Distributor, Inc.
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CEO Advisor Institute Video
Transformative Leaders Principle #2 & 3 – Congruence & Caring
Transformative Leaders Principle #2 & 3 – Congruence & Caring
May 7, 2018 OppenheimerFunds Distributor, Inc.
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eye 6

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CEO Advisor Institute Video
3 Core Principles Dramatically Expand Your Influence
3 Core Principles Dramatically Expand Your Influence
May 7, 2018 OppenheimerFunds Distributor, Inc.
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CEO Advisor Institute Video
The 3 Core Principles of Transformative Leaders – Part 1
The 3 Core Principles of Transformative Leaders – Part 1
May 7, 2018 OppenheimerFunds Distributor, Inc.
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CEO Advisor Institute Video
The Foundation of Leadership is Character
The Foundation of Leadership is Character
May 7, 2018 OppenheimerFunds Distributor, Inc.
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CEO Advisor Institute Video
#9B – 7 Deadly Patterns – Returning To The Scene Of The Crime
#9B – 7 Deadly Patterns – Returning To The Scene Of The Crime
May 7, 2018 OppenheimerFunds Distributor, Inc.
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eye 8

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CEO Advisor Institute Video
Universal Principles – They Must Be Studied & Applied
Universal Principles – They Must Be Studied & Applied
May 7, 2018 OppenheimerFunds Distributor, Inc.
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CEO Advisor Institute Video
Institutionalized Openness – The #1 Relationship Predictor
Institutionalized Openness – The #1 Relationship Predictor
May 7, 2018 OppenheimerFunds Distributor, Inc.
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CEO Advisor Institute Video
Three Types Of Motivation
Three Types Of Motivation
May 7, 2018 OppenheimerFunds Distributor, Inc.
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CEO Advisor Institute Video
7 Deadly Patterns Intro
7 Deadly Patterns Intro
May 7, 2018 OppenheimerFunds Distributor, Inc.
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CEO Advisor Institute Video
7 Deadly Patterns - Don't Just Manage Time / Manage Energy
7 Deadly Patterns - Don't Just Manage Time / Manage Energy
May 2, 2018 OppenheimerFunds Distributor, Inc.
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CEO Advisor Institute Video
Doing Battle With The Comfort Zone
Doing Battle With The Comfort Zone
May 2, 2018 OppenheimerFunds Distributor, Inc.
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eye 7

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CEO Advisor Institute Video
The Power Of Habit-Vicious Spiral (cont)
The Power Of Habit-Vicious Spiral (cont)
May 2, 2018 OppenheimerFunds Distributor, Inc.
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CEO Advisor Institute Video
7 Deadly Patterns - Trying To Please Everyone
7 Deadly Patterns - Trying To Please Everyone
May 2, 2018 OppenheimerFunds Distributor, Inc.
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CEO Advisor Institute Video
Transformational Team Leadership Overview
Transformational Team Leadership Overview
May 2, 2018 OppenheimerFunds Distributor, Inc.
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CEO Advisor Institute Video
The Vicious Spiral
The Vicious Spiral
May 2, 2018 OppenheimerFunds Distributor, Inc.
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CEO Advisor Institute Video
7 Deadly Patterns - Choosing Comfort (too often) Over Growth
7 Deadly Patterns - Choosing Comfort (too often) Over Growth
May 2, 2018 OppenheimerFunds Distributor, Inc.
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CEO Advisor Institute Video
Discussing Fee Structure
Discussing Fee Structure
Jul 20, 2017 OppenheimerFunds Distributor, Inc.
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How to articulate the fee conversation
CEO Advisor Institute Video
Critical Importance of Goal Mapping
Critical Importance of Goal Mapping
Jul 20, 2017 OppenheimerFunds Distributor, Inc.
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How to ensure you and your clients are on the same page
CEO Advisor Institute Video
Don't Compete on Price
Don't Compete on Price
Jul 20, 2017 OppenheimerFunds Distributor, Inc.
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How do you have the conversation about fees with clients?
CEO Advisor Institute Video
Standard Process, Custom Solutions
Standard Process, Custom Solutions
Jul 20, 2017 OppenheimerFunds Distributor, Inc.
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Create a streamlined process that creates customized plans for clients
CEO Advisor Institute Video
Protecting Clients from Themselves
Protecting Clients from Themselves
Jul 20, 2017 OppenheimerFunds Distributor, Inc.
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Advisors sometimes need to protect clients from themselves.
CEO Advisor Institute Video
Sales vs. Professional Approach
Sales vs. Professional Approach
Jul 20, 2017 OppenheimerFunds Distributor, Inc.
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How does a sales approach differ from a professional one?
CEO Advisor Institute Video
Market Psychology
Market Psychology
Jul 20, 2017 OppenheimerFunds Distributor, Inc.
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How do you help calm clients nerves?
CEO Advisor Institute Video
Our Investment Strategy
Our Investment Strategy
Jul 20, 2017 OppenheimerFunds Distributor, Inc.
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How to simply discuss investment strategy
CEO Advisor Institute Video
Historical Market Context
Historical Market Context
Jul 20, 2017 OppenheimerFunds Distributor, Inc.
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History doesn’t repeat itself but it often rhymes.
CEO Advisor Institute Video
Faith vs. Fear
Faith vs. Fear
Jul 20, 2017 OppenheimerFunds Distributor, Inc.
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There are two ways to approach life, faith or fear.
CEO Advisor Institute Video
Mind Your Language
Mind Your Language
Jul 20, 2017 OppenheimerFunds Distributor, Inc.
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How do you articulate the products and services you offer?
CEO Advisor Institute Video
Stratifying Your Client Service Standards
Stratifying Your Client Service Standards
Jul 11, 2017 OppenheimerFunds Distributor, Inc.
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How to stratify your client service model where its fair but not necessarily equal.
CEO Advisor Institute Video
Critical Characteristics for Segmenting Your Business
Critical Characteristics for Segmenting Your Business
Jul 11, 2017 OppenheimerFunds Distributor, Inc.
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Segmenting your clients both quantitatively and qualitatively will help provide a more complete view of your clientele
CEO Advisor Institute Video
What Motivates Your Clients
What Motivates Your Clients
Jul 11, 2017 OppenheimerFunds Distributor, Inc.
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Capturing client insights and interests
CEO Advisor Institute Video
How to Start Elevating Your Client Engagement Model
How to Start Elevating Your Client Engagement Model
Jul 11, 2017 OppenheimerFunds Distributor, Inc.
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Where should you start when trying to refine your client engagement model .
CEO Advisor Institute Video
Wealth Management Implementation Checklist
Wealth Management Implementation Checklist
Jul 11, 2017 OppenheimerFunds Distributor, Inc.
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How to ensure full implementation of your wealth management strategy.
CEO Advisor Institute Video
Minding the Fiduciary Gap Overview
Minding the Fiduciary Gap Overview
Jul 11, 2017 OppenheimerFunds Distributor, Inc.
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A new client engagement standard has been set.
CEO Advisor Institute Video
What's the Biggest Risk with DOL Rule?
What's the Biggest Risk with DOL Rule?
Jul 11, 2017 OppenheimerFunds Distributor, Inc.
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What is one of the biggest risks for advisors with the DOL rule?
CEO Advisor Institute Video
Bear Markets Are Scary but Don't Need to be Devastating
Bear Markets Are Scary but Don't Need to be Devastating
Apr 21, 2017 OppenheimerFunds Distributor, Inc.
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CEO Advisor Institute Video
Impact of Technology Introduction
Impact of Technology Introduction
Apr 21, 2017 OppenheimerFunds Distributor, Inc.
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CEO Advisor Institute Video
Impact of Deflation
Impact of Deflation
Apr 21, 2017 OppenheimerFunds Distributor, Inc.
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CEO Advisor Institute Video
Impact of Big Data
Impact of Big Data
Apr 21, 2017 OppenheimerFunds Distributor, Inc.
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CEO Advisor Institute Video
Global poverty is disappearing
Global poverty is disappearing
Apr 21, 2017 OppenheimerFunds Distributor, Inc.
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CEO Advisor Institute Video
5 D's of Technology
5 D's of Technology
Apr 21, 2017 OppenheimerFunds Distributor, Inc.
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CEO Advisor Institute Video
Impact of Democratization
Impact of Democratization
Apr 21, 2017 OppenheimerFunds Distributor, Inc.
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CEO Advisor Institute Video
Impact of Dematerialization
Impact of Dematerialization
Apr 21, 2017 OppenheimerFunds Distributor, Inc.
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CEO Advisor Institute Video
Technology Doesn't Kill Jobs It Expands Them
Technology Doesn't Kill Jobs It Expands Them
Apr 21, 2017 OppenheimerFunds Distributor, Inc.
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CEO Advisor Institute Video
Technology has changed jobs for the better
Technology has changed jobs for the better
Apr 21, 2017 OppenheimerFunds Distributor, Inc.
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CEO Advisor Institute Video
Impact of Disruption
Impact of Disruption
Apr 21, 2017 OppenheimerFunds Distributor, Inc.
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CEO Advisor Institute Video
Computational Power of $1,000
Computational Power of $1,000
Mar 22, 2017 OppenheimerFunds Distributor, Inc.
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The exponential growth of computational power leads to progress in agriculture, health, energy and technology.
CEO Advisor Institute Video
A Dollar Goes Further Today
A Dollar Goes Further Today
Mar 16, 2017 OppenheimerFunds Distributor, Inc.
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Looking at expenses relative to income the dollar goes a lot further today.
CEO Advisor Institute Video
Creating a Collaborative Accountability Structure
Creating a Collaborative Accountability Structure
Jan 4, 2017 OppenheimerFunds Distributor, Inc.
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Steps for collaborating with team members to establish goals that are aligned with each individual’s business talents.
CEO Advisor Institute Video
Campaigns have never been filled with such Vitriol, right?
Campaigns have never been filled with such Vitriol, right?
Nov 28, 2016 OppenheimerFunds Distributor, Inc.
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CEO Advisor Institute Video
How to Justify Your Fee Structure
How to Justify Your Fee Structure
Sep 27, 2016 OppenheimerFunds Distributor, Inc.
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Steps for financial advisors to effectively articulate the justification for fees.
CEO Advisor Institute Video
The 3 Key Components that Define Market Leadership
The 3 Key Components that Define Market Leadership
Sep 27, 2016 OppenheimerFunds Distributor, Inc.
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This episode discusses three areas on how a company can dominate the industry.
CEO Advisor Institute Video
How to Stay Relevant to Your Top Clients Throughout Your Career
How to Stay Relevant to Your Top Clients Throughout Your Career
Sep 27, 2016 OppenheimerFunds Distributor, Inc.
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Structure and systems are critical for a financial advisors business success.
CEO Advisor Institute Video
Leveraging Technology to Improve Personal and Professional Growth
Leveraging Technology to Improve Personal and Professional Growth
Sep 27, 2016 OppenheimerFunds Distributor, Inc.
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Steps for using technology to improve business efficiencies and deepen relationships.
CEO Advisor Institute Video
What About Peak Oil
What About Peak Oil
May 9, 2016 OppenheimerFunds Distributor, Inc.
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CEO Advisor Institute Video
Income and Unemployment Levels Reflect Education Attainment
Income and Unemployment Levels Reflect Education Attainment
Apr 15, 2016 OppenheimerFunds Distributor, Inc.
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CEO Advisor Institute Video
How Are We Going to Handle All these Baby Boomers?
How Are We Going to Handle All these Baby Boomers?
Apr 4, 2016 OppenheimerFunds Distributor, Inc.
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CEO Advisor Institute Video
Succession Planning
Succession Planning
Nov 20, 2015 OppenheimerFunds Distributor, Inc.
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A guide to the six elements required for a successful transition of your practice.
CEO Advisor Institute Video
Two Foundations of Successful Teams
Two Foundations of Successful Teams
Nov 20, 2015 OppenheimerFunds Distributor, Inc.
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The two foundations of successful teams are a common philosophical foundation and complimentary talents.
CEO Advisor Institute Video
Team Titles, Compensation, Education & Focus
Team Titles, Compensation, Education & Focus
Nov 20, 2015 OppenheimerFunds Distributor, Inc.
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Breakout of four categories of financial advisors within your team and the commensurate attributes of each.
CEO Advisor Institute Video
Why You Play Offense, and Not Just Defense
Why You Play Offense, and Not Just Defense
Nov 20, 2015 OppenheimerFunds Distributor, Inc.
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The energy and excitement of pursuing clients are both professionally and personally fulfilling.
CEO Advisor Institute Video
The 4 Keys to Exceptional Performance
The 4 Keys to Exceptional Performance
Nov 20, 2015 OppenheimerFunds Distributor, Inc.
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Unlock the best in all team members through four critical elements.
CEO Advisor Institute Video
Defining Roles and Responsibilities
Defining Roles and Responsibilities
Nov 2, 2015 OppenheimerFunds Distributor, Inc.
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A breakdown of the various roles and responsibilities that make up a sophisticated wealth management team.
CEO Advisor Institute Video
The 6 Potential Blind Spots of Family Teams
The 6 Potential Blind Spots of Family Teams
Oct 27, 2015 OppenheimerFunds Distributor, Inc.
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There are six potential blind spots that can derail the success of a family team.
CEO Advisor Institute Video
Hall of Famer Cal Ripkin on Team Leadership
Hall of Famer Cal Ripkin on Team Leadership
May 7, 2015 OppenheimerFunds Distributor, Inc.
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Paul Blease, Director of OppenheimerFund’s CEO Advisor Institute, sits down with Baseball Hall of Famer Cal Ripken to discuss Team Leadership.
CEO Advisor Institute Video
Control Access
Control Access
Nov 19, 2014 OppenheimerFunds Distributor, Inc.
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Controlling access exudes a more professional approach
CEO Advisor Institute Video
Asking The Right Questions
Asking The Right Questions
Nov 19, 2014 OppenheimerFunds Distributor, Inc.
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The right questions lead to the proper solution
CEO Advisor Institute Video
Risk Tolerance Versus Pain Tolerance
Risk Tolerance Versus Pain Tolerance
Nov 19, 2014 OppenheimerFunds Distributor, Inc.
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How to evaluate your client's volatility tolerance
CEO Advisor Institute Video
The 3 Variables of Team Compensation
The 3 Variables of Team Compensation
Apr 4, 2014 OppenheimerFunds Distributor, Inc.
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There are three components that come into play in any compensation conversation.
CEO Advisor Institute Video
Vertical or Horizontal Team
Vertical or Horizontal Team
Apr 4, 2014 OppenheimerFunds Distributor, Inc.
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These vertical and horizontal characteristics are necessary to manage a synergistic team.
CEO Advisor Institute Video
Team Collaboration
Team Collaboration
Apr 4, 2014 OppenheimerFunds Distributor, Inc.
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A team's ability to challenge and finely tune its business model collaboratively will lead to its success.
CEO Advisor Institute Video
Team Size and the Ringlemann Effect
Team Size and the Ringlemann Effect
Apr 4, 2014 OppenheimerFunds Distributor, Inc.
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Smaller more efficient teams tend to minimize the Ringlemann Effect.
CEO Advisor Institute Video
Time Blocking
Time Blocking
Apr 4, 2014 OppenheimerFunds Distributor, Inc.
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How to structure time to be more effective

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