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.

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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Press Launch Live Chat to chat online or give us a call at 706.353.3346.

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