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Greatest Hits - Radical Transparency with Ed Harrington, Executive Vice President – Private Client Division, Oppenheimer
Key topics of the discussion include:
*Current industry trends affecting advisor moves to independence and how Oppenheimer has uniquely positioned themselves to provide advisors structured independence within a boutique firm experience.
*The Oppenheimer story including a journey through the firm’s distinguished history and its present successes as a leading global capital markets firm.
*How Oppenheimer utilizes their technology stack as a tool that elevates client experience while providing advisors with the resources to get their job done.
*The importance of establishing an accountable…
The skinny
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