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.
Clark leads Cannon’s Performance Coaching and Leader Development initiatives. In addition to training and coaching Clark keynotes at industry gatherings, speaks regularly to wealthy clients on behalf of financial firms, and writes for industry publications.
Clark is one of the owners of Cannon Financial Institute. He began his career as a Municipal Bond salesman in the mid eighties. He has worked both as a Financial Advisor on a brokerage platform and as a Private Banker on a wealth management platform. Clark’s product management experience involved developing, launching and building an open architecture wrap investment management program. His sales management experience involved leading, managing and coaching a team of investment management and trust sales professionals.
Since 1998, Clark has continued to serve the financial services industry and the individuals and families they serve by providing the thought leadership required to execute and deliver results in a dynamic and changing environment.
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
- Performance Coaching & Leader Development
- Strategic Plan Implementation and Execution
- Sales Management and Coaching
- Sales Process and Performance Planning
- Relationship Management
- Wealth Management Sales Skills & Technical Knowledge
- Private Banking
- Business Banking
- Investment Management Product Development
- CRM Systems Implementation, Training and Adoption
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 & Courses
- Sales and Practice Management Skills (CWS® I)
- Client Interaction Skills (CWS® II)
