OppenheimerFunds

Art of the Client Review

OppenheimerFunds, one of the nation’s largest and most respected investment management companies, called upon C&G Partner’s interactive capabilities to promote their program, “Art of the Client Review.” The program was enhanced from its initial state once OppenheimerFunds conducted extensive research, indicating that financial advisors need to re-engage with their clients while understanding the emotional responses resulting from this time of economic turbulence.
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