Joshua Broad

Background

About Joshua Broad

Top performing sales consultant covering the broker-dealer channel since 2001. I specialize in partnering with elite advisory teams in a growth mode to help them advance their business by enhancing their wealth management platform, client service model, referral systems, brand and marketing plan. I focus on truly understanding each clients unique and evolving practice in order to improve the experience of our investors and deliver optimal results.My team utilizes a consultative approach to supporting financial advisors. We take 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 award-winning OppenheimerFunds CEO Advisor Institute. In my spare time I enjoy spending time with my family, playing tennis and golf, reading, and traveling to visit new places.