Oppenheimer Kicks Off its Third Annual Next-Gen Peer-to-Peer Forum
Oppenheimer & Co. Inc., a subsidiary of Oppenheimer Holdings (NYSE: OPY), has launched its Third Annual Next-Gen Peer-to-Peer Forum in New York City. The two-day event brings together nearly 60 financial advisors from 25 Private Client Division offices across 16 states. The forum aims to enhance resources for advisors and improve client service. Participants, who collectively manage $6.5 billion in assets, will share best practices, engage with mentors, and learn about Oppenheimer's offerings to meet client needs.
The event covers topics such as multi-generational practice management, team dynamics, advanced planning concepts, digital marketing, and client acquisition. Oppenheimer emphasizes its commitment to developing next-generation talent through six junior development programs and invites inquiries about opportunities via NextGenAdvisors@opco.com.
Oppenheimer & Co. Inc., una controllata di Oppenheimer Holdings (NYSE: OPY), ha lanciato il suo Terzo Forum Annuale Next-Gen Peer-to-Peer a New York City. L'evento di due giorni riunisce quasi 60 consulenti finanziari provenienti da 25 uffici della Private Client Division in 16 stati. Il forum ha l'obiettivo di migliorare le risorse per i consulenti e migliorare il servizio ai clienti. I partecipanti, che gestiscono collettivamente 6,5 miliardi di dollari in attivi, condivideranno migliori pratiche, interagiranno con mentori e apprenderanno delle offerte di Oppenheimer per soddisfare le esigenze dei clienti.
L'evento copre argomenti come la gestione delle pratiche multi-generazionali, la dinamica del team, concetti di pianificazione avanzata, marketing digitale e acquisizione di clienti. Oppenheimer sottolinea il suo impegno nello sviluppo di talenti della prossima generazione attraverso sei programmi di sviluppo per junior e invita a contattare NextGenAdvisors@opco.com per informazioni sulle opportunità.
Oppenheimer & Co. Inc., una subsidiaria de Oppenheimer Holdings (NYSE: OPY), ha lanzado su Tercer Foro Anual Next-Gen Peer-to-Peer en la ciudad de Nueva York. El evento de dos días reúne a casi 60 asesores financieros de 25 oficinas de la División de Clientes Privados en 16 estados. El foro tiene como objetivo mejorar los recursos para los asesores y mejorar el servicio al cliente. Los participantes, que gestionan colectivamente 6.5 mil millones de dólares en activos, compartirán las mejores prácticas, interactuarán con mentores y aprenderán sobre las ofertas de Oppenheimer para satisfacer las necesidades de los clientes.
El evento abarca temas como la gestión de prácticas multigeneracionales, la dinámica del equipo, conceptos de planificación avanzada, marketing digital y adquisición de clientes. Oppenheimer enfatiza su compromiso de desarrollar talento de próxima generación a través de seis programas de desarrollo junior e invita a las consultas sobre oportunidades a través de NextGenAdvisors@opco.com.
오펜하이머 & Co. Inc., 오펜하이머 홀딩스(NYSE: OPY)의 자회사, 뉴욕시에서 제3회 연례 차세대 피어투피어 포럼을 개최했습니다. 이 이틀간의 행사에는 16개 주의 25개 개인 고객 부서 사무소에서 온 거의 60명의 재정 상담사가 모입니다. 이 포럼은 상담사들을 위한 자원을 향상하고 고객 서비스를 개선하는 것을 목표로 합니다. 참가자들은 총 65억 달러의 자산을 관리하며, 최선의 실천 사례를 공유하고 멘토와 소통하며 고객의 니즈를 충족하기 위한 오펜하이머의 제공 사항에 대해 배울 것입니다.
이번 행사에서는 다세대 관행 관리, 팀 역학, 고급 계획 개념, 디지털 마케팅 및 고객 유치와 같은 주제를 다룹니다. 오펜하이머는 차세대 인재 개발을 위한 6개의 주니어 개발 프로그램을 통해 공약을 강조하며, 기회에 대한 질문은 NextGenAdvisors@opco.com으로 문의할 것을 초대합니다.
Oppenheimer & Co. Inc., une filiale d'Oppenheimer Holdings (NYSE: OPY), a lancé son Troisième Forum Annuel Next-Gen Peer-to-Peer à New York. L'événement de deux jours réunit près de 60 conseillers financiers provenant de 25 bureaux de la Division des Clients Privés dans 16 états. Le forum vise à améliorer les ressources pour les conseillers et à optimiser le service client. Les participants, qui gèrent collectivement 6,5 milliards de dollars d'actifs, partageront les meilleures pratiques, interagiront avec des mentors et découvriront les offres d'Oppenheimer pour répondre aux besoins des clients.
L'événement aborde des sujets tels que la gestion des pratiques intergénérationnelles, la dynamique d'équipe, les concepts de planification avancée, le marketing numérique et l'acquisition de clients. Oppenheimer souligne son engagement à développer des talents de la prochaine génération à travers six programmes de développement junior et invite à poser des questions sur les opportunités via NextGenAdvisors@opco.com.
Oppenheimer & Co. Inc., eine Tochtergesellschaft von Oppenheimer Holdings (NYSE: OPY), hat das Dritte Jahresforum für Next-Gen Peer-to-Peer in New York City ins Leben gerufen. Die zweitägige Veranstaltung bringt nahezu 60 Finanzberater aus 25 Büros der Private Client Division aus 16 Bundesstaaten zusammen. Das Forum hat das Ziel, Ressourcen für Berater zu verbessern und den Kundenservice zu optimieren. Die Teilnehmer, die gemeinsam 6,5 Milliarden Dollar an Vermögenswerten verwalten, werden bewährte Praktiken austauschen, sich mit Mentoren vernetzen und mehr über die Angebote von Oppenheimer erfahren, um die Kundenbedürfnisse zu erfüllen.
Die Veranstaltung behandelt Themen wie generationsübergreifendes Praxismangement, Teamdynamik, fortgeschrittene Planungskonzepte, digitales Marketing und Kundengewinnung. Oppenheimer betont sein Engagement zur Entwicklung von Talenten der nächsten Generation durch sechs Programme zur Nachwuchsentwicklung und lädt zur Anfrage nach Möglichkeiten unter NextGenAdvisors@opco.com ein.
- Oppenheimer is hosting its third annual Next-Gen Peer-to-Peer Forum, demonstrating commitment to advisor development
- The forum brings together 60 financial advisors managing $6.5 billion in assets
- The event covers important topics for advisor growth and client service improvement
- Oppenheimer offers six junior development programs, showing investment in future talent
- None.
Nearly 60 of Oppenheimer's Next-Gen Financial Advisors to Convene in
Industry-Leading Event Showcases Breadth and Depth of Firmwide Resources to Support the Long-Term Success of Next-Gen Advisors
"I'm thrilled to kick off this year's Next-Gen Peer-to-Peer Forum with this critical cohort, who represent the future of our firm," said Nicholas Siconolfi, Executive Director, Head of National Sales for Oppenheimer's Private Client Division. "As a Next-Gen leader at the firm, I am keenly focused on constantly enhancing both the resources available to our advisors and the exceptional client service we provide."
The Forum enables Next-Gen advisors to share best practices, engage with mentors and partner with firm product and service leaders on how best to apply the breadth and depth of Oppenheimer's offerings to meet client needs. Attendees will be able to share perspectives on the industry's future and learn how to grow their practices holistically to meet the evolving needs of today's high-net-worth wealth management clients.
Forum participants will experience firsthand why Oppenheimer represents the premier Next-Gen platform on Wall Street. They will learn how the firm is able to unlock young advisors' full potential by offering the infrastructure, resources, support and access needed to grow their practice. Sessions at the Forum will cover the following topics:
- Multi-Generational Practice Management
- Team Structure and Dynamics
- Advanced Planning Concepts
- Leveraging Social Media/Digital Marketing
- Communicating one's value
- Client Acquisition and Retention
- The Best Practices of Top Producers
"The Next-Gen Peer-to-Peer Forum fosters collaboration across divisions, cultivates a community of partnership for solving complex client needs and inspires us all to accelerate the growth of our firm," said Ed Harrington, Executive Vice President of the Private Client Division at Oppenheimer. "I am excited for our Next-Gen advisors to discover how our flat organizational structure, nimbleness and world-class capabilities have positioned us for strong long-term success in the wealth management industry."
Harrington continued, "The forum attendees, who collectively manage approximately
Oppenheimer manages six junior development programs and has invested in the training of over three generations of financial advisors, capital markets professionals, investment bankers, equity research analysts and other professionals in our industry. We remain committed to these programs and invite current and aspiring wealth management professionals to inquire about opportunities at our firm by emailing NextGenAdvisors@opco.com.
Oppenheimer & Co. Inc.
Oppenheimer & Co. Inc. (Oppenheimer), a principal subsidiary of Oppenheimer Holdings Inc. (OPY on the New York Stock Exchange), and its affiliates provide a full range of wealth management, securities brokerage and investment banking services to high-net-worth individuals, families, corporate executives, local governments, businesses and institutions.
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SOURCE Oppenheimer & Co. Inc.
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