Three steps to improved efficiency
InvestmentNews Custom Media sits down with Paul Blease, head of OppenheimerFunds' CEO Advisor Institute, to discuss the highlights from the first season of Practice Makeover.
Episode 5: Checking in on Trent Bradshaw
InvestmentNews checks back in with Season 1's makeover recipient, Trent Bradshaw, to see how his practice is doing and get his thoughts on the experience of having his practice made over.
Practice Makeover: Episode 4
In episode four of "Practice Makeover", we conclude this season by checking back in on makeover recipient Trent Bradshaw three months after the start of his firm's overhaul to see how his business has improved.
Practice Makeover: Episode 3
Episode three of "Practice Makeover" sees makeover recipient Trent Bradshaw presented with actionable solutions to his firm's three biggest problems.
Practice Makeover: Episode 2
In episode two of InvestmentNews’ “Practice Makeover”, expert adviser coaches brainstorm and form an action plan for makeover recipient Trent Bradshaw to help solve his firm’s numerous time management problems.
Practice Makeover: Episode 1
Meet Trent Bradshaw: He's the president of Bradshaw Financial Planning and the subject of InvestmentNews' first "Practice Makeover". In episode one, Trent lays out some of the challenges he has had growing his business in recent years.
