Cannon Financial Institute

7 Step Investment Interview Workshop

The 7-Step Investment Interview Workshop is designed to help participants understand and clearly articulate clients' financial assets.

By raising the issues of the three greatest risk factors for the global household portfolio, you will be able to help clients recognize they do not need multiple advisors in today's open investment architecture platform.

Learn the skills, logic, rationale and proven client interaction to appropriately gain all assets for investment management for every client.

Our books, audio lessons, videos, and eLearning could be the perfect fit for your enterprise professional development plans. Contact our learning professionals today to discuss how we can add Cannon assets into your learning initiative based on your audience size, timing, and budgetary needs.

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