Cannon Financial Institute

13 Wealth Management Issues Workshop

The 13 Wealth Management Issues Conversation Workshop is designed to provide an organizational framework for a systematic set of conversations between Advisors and their affluent and high Net-Worth clients.

Participants can use this information to identify gaps between where the client currently is and where they really need to be based on the client’s feelings, future, and family dynamics.

This workshop explores the discussion path for each of the Wealth Management Issues using a conversation model and series of questions that are easy for participants to use and thorough enough to capture gaps.

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