Cannon Financial Institute

A Solution System: Solving for Complexity Requires a New Perspective

Financial Advisors: Relevance Today and Tomorrow - A Solution System: Solving for Complexity Requires a New Perspective

Cannon Financial Institute presents a 3 position paper series titled: Financial Advisors: Relevance Today and Tomorrow. These papers explore six challenges placing advisors at risk and how adding 3 new capabilities can move advisors from being threatened to thriving in the face of disruption. The combination of these 6 challenges is massive and analogous to an avalanche, which changes the landscape. However, with change comes opportunity and those who are prepared can achieve greater levels of success. This series reveals how advisors can adapt to the shifting landscape by adding to their existing expertise and succeed in the emerging environment in new and exciting ways. Registration Required.

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