Clark D. Brown,
CWS®
Executive Vice President
cbrown@cannonfinancial.com
About Clark
Clark is one of the most enthusiastic, energetic and entertaining presenters in the business. Whether in the boardroom presenting to your executive management team or on the main stage of your national sales conference, Clark’s style connects with everyone. His message is always clear and actionable.
In addition to training wealth management professionals, Clark keynotes at industry gatherings, speaks regularly to wealthy clients on behalf of financial firms, and writes for industry publications.
Clark joined Cannon in 1998. His industry experience included responsibilities on the line in both sales and sales management.
Clark brings powerful analytic skills and creative problem solving to his consulting engagements. He is routinely the lead consultant on Cannon’s most significant and challenging consulting projects. He has a proven track record of success. Clark will lead your team through a disciplined process of discovery, analysis, design, implementation and ongoing sustainment.
Clark resides in Athens, GA with his wife and three children.
Primary Areas of Expertise
- Strategic Plan Implementation and Execution
- Sales Management and Coaching
- Sales Process and Performance Planning
- Wealth Management Sales Skills & Technical Knowledge
- Private Banking
- Business Banking
- Investment Management Product Development
- CRM Systems Implementation, Training and Adoption
Education
- B.S. Business Administration - University of Southern California
- Bank of America, Certified Private Bank and Investment School
- Various Credit and Financial Planning Programs
Designations & Licenses
- Certified Wealth Strategist® (CWS®)
- Certified Private Banking and Investment Specialist
- NASD Series 7 General Securities Representative
- NASD Series 6 Investment Company and Variable Contracts Products Representative
- NASD Series 52 Municipal Securities Representative
- NASD Series 63 Uniform Securities Agent
- Life Agent California Department of Insurance Life Agent
Featured Speaker & Lecturer
- Cannon Schools Faculty
- Charles Schwab Banking Symposium
- First Clearing Products & Service Conference
- First Clearing Trust Conference
- Charles Schwab Impact Conference
- Pennsylvania State Bankers Assoc – Faculty
- Pacific Coast Banking School – Faculty
- Indiana State Bankers Association
- PBA Private Banking and Trust Conference
- BAI Wrap Industry Conference
SAMPLE SPEAKING TOPICS
- Successful Sales Coaching
- Best Practices in Team Based Delivery Models
- Trends in Sales Process Design and Implementation
- Defining the Client Experience
- Growing Your Business for Wealth Advisors
- 13 Wealth Management Issues - Why they matter
- How to Create Interest and Build Urgency to Act – The Psychology of Selling
- How to Handle Every Objection, Problem or Issue, (and How To Avoid Them in the First Place)
- Forget Referrals – How to Ask For Introductions, and Get Them
- Creating Your Personal Branding Message
Cannon Schools and Courses
- Growing Your Business I
Growing Your Business II
