Cannon Financial Institute

Delivering the Investment Story Workshop

This program is designed to help the client company create the story of their capabilities, use consistent facts and messaging throughout, and to train senior officers and client facing employees on the use of the story.

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

Topics

  • Articulate the 6 critical points of your investment management story
  • Explain to clients the concepts of Total Asset Allocation
  • Demonstrate to clients why they need this approach in these and future market conditions
  • Articulate to clients the superior investment capabilities your company

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