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Experts in Personalized Retirement Plan Design & Administration

Oppenheimer Offers Sales Tool

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“No two clients are alike. But most are seeking the same thing: your guidance as they navigate the new financial landscape. To help as you re-connect with them, we’ve conducted extensive research and developed THE ART OF THE CLIENT REVIEW: SPECIAL EDITION. This comprehensive program includes white papers, market commentary and a client identifier tool. The tool highlights eight different types of clients and provides step-by-step action plans to re-engage with each of them. As you work with your clients to make sense of their numbers, look to OppenheimerFunds for the resources you need. After all, we’ve been helping you build strong client partnerships for the past 50 years.” MORE 

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