What do investors want from their advisors in light of the recent market downturn? OppenheimerFunds
' Sean Keller
aims to help advisors answer that question with a new guide, The Art of the Client Review
. The guide divides investors into eight different categories and gives some suggestions on how to deal with each.
| Sean Keller|
vice president of marketing
"It's a chance to rework relationships. It's a chance to restructure things," Keller, vice president of marketing, explained in an interview with The MFWire
. "If ever advisors needed a helping hand, this was going to be the time."
Keller, who joined OppFunds in September after a decade in London working with companies like British Airways and TMobile, revealed that the New York-based fund firm backed up the new guide with "huge research" from Matt Greenwald & Associates
. Keller hopes to do some followup research in time for OppFunds' August sales conference.
"It's probably time to go back out, take a pulse and see what's going on," Keller said.
According to Keller, the current guide, rolled out in workbook form in February and now in its second printing, had three goals.
"It had to immediately make sense to an advisor; it had to give them some added value; and it had to be simple, but not simple that everyone says, 'I knew that anyway,'" Keller said. "We give them the thoughts up front as to where the fertile ground is going to be ... Here's the insight and here's what you could do about it."
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