OppenheimerFunds unveiled CEO Advisor Institute, a program designed to teach advisers to think like chief executives but continue to engage as trusted global advisers.
Advisers can use social media to build more personal relationships with clients, speakers said during the Securities Industry and Financial Markets Association (SIFMA) social media seminar.
Most households with $100,000 to $500,000 in investable assets for retirement have no formal retirement income plan or are not engaged with a financial adviser.