Insights Webinar Archive
We develop innovative and practical solutions that promote a positive change in the financial services industry through education. Our webinar series puts an interesting spin on relevant financial issues. Become a part of this meaningful conversation.
Join Subject Matter Expert, Daniel Smith, as he discusses the major trends in the field of Personal Trust Sales. He will examine the data gathered in three separate independent industry studies of the market as well as the skill sets necessary for sales of Personal Trust Services. Don’t miss this informative and thought provoking webinar, where you will gain industry insight and actionable skills to better serve your present and future clients. Registration Required.
The field of Behavioral finance attempts to understand and explain how investors and markets behave. It turns out that the way investors think and feel impacts the way they behave when making investment decisions. How you talk to your clients may make the difference between your client making a bad decision or a good decision.
Since the publication of the Unique and Hard-to-Value Assets Handbook in 2012, fiduciaries are paying more attention to this largely misunderstood asset class. Join Cannon’s Duane Lee and Unique Asset Partners’ Managing Director, Brad Davidson, as they delve into trustee requirements by account type and services trustees should offer in order to administer unique assets properly.
Cannon Subject Matter Expert David Bell opens our new practice management series by discussing the impact of teams and partnerships in a client centric business model. How do you build and execute a successful team? Are there best practices or rules for engagement? Join David as he discusses what it takes to yield high-end results with both internal and external contacts.
What your clients think and believe influences their decisions. Those decisions in turn can vastly affect their financial security. Join Cannon's Linda Eaton for this discussion where she will share tips on how to re-frame client's perceptions to help them make the right choices.