10:45 - 11:45am Patrick Wisneski
12:30 - 1:15pm Lunch & Member Meeting
Constructing & Managing a Synergistic Team
When is the best time to form or join a team or add a new team member? There are many variables to consider that may dramatically increase or decrease your rate of success. This program was developed to provide you with the resources and tools to help you construct and manage a synergistic team.
- Constructing a coherent business structure build upon repeatable systems
- Defining and delineating roles and responsibilities around the practice
- Creating an aspirational and accountable compensation model
- Fostering a collaborative and communicative team culture
- Communicating the power and rationale for your team to clients and prospects
Patrick Wisneski, Senior Advisor Consultant, OppenheimerFunds
Patrick Wisneski is an OppenheimerFunds Senior Advisor Consultant for the Midwest Region area. Patrick takes a truly consultative approach to supporting financial advisors by taking the time to understand their business and offer a broader range of insights, tools and resources to enhance the success of their practice. This includes not only investment expertise, but also acting as a partner to help advisors build and run their practice with the added resource of the awardwinning OppenheimerFunds CEO Advisor Institute.SM Patrick offers actionable insights that enable advisors to enhance the expertise of their team, structure of their practice, client-service standards, new business development and wealth management strategies.
Patrick has been with OppenheimerFunds since 2004. Prior to joining OppenheimerFunds, Patrick worked as a Senior Internal Wholesaler at Invesco. He also held the position of Regional Sales Manager at Investor’s Business Daily, and began his professional career at HMH, a leading Hotel Management Company.
Patrick holds a Bachelor's degree in of Business Administration with an emphasis in Marketing from University of Texas, Arlington.
Patrick holds the CPRC®, CMFC Designations and Series 7 and 63 licenses. In his spare time, Patrick enjoys hunting, ATV’g and activities with his wife and two children, Cooper and Courtney.
He can be contacted at 303 807 5607 or firstname.lastname@example.org.
Bring admission fee in cash or check payable to NAIFA Lake Superior to the event.
Attendees will receive 1 MN Insurance CE Credit for attending this meeting.
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