Cannon Financial Institute

Client Interaction Skills

Cannon’s program on Client Interaction Skills provides insight to better understanding the needs of new and existing clients.

Upon completion of this program participants will have greater knowledge of retaining clients, attracting new clients by creating and capitalizing on opportunities, and 13 Wealth Management Issues. Case studies and role play will be incorporated into the program for a more robust understanding.

This program can be tailored to meet the needs of your team.

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