Cannon Financial Institute

Are Your Clients Listening to You?


With so much data available online, how can you best help your clients make sense of an ocean of information?

There is a difference between raw information that is readily available and wisdom that is seen as beneficial. To be a trusted advisor, you need to help your clients make sense of it all. Beyond that, how can you be sure that your messages are being received in a way that clients will relate?

Join Cannon’s Chris Nekvinda as he reviews the key differences between information and wisdom, explains 8 specific elements required for delivering wisdom, and offers how to blend each element with the needed client interaction skills to help you stand out as a voice of wisdom and reason for your clients. Regardless of whether you are a retail advisor dealing with everyday clients or a trust officer handling complex family affairs, we will prepare you to have your messages heard and understood in a way that is practical and beneficial.




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