Effective Partnering for Private Client Advisors
Cannon’s program for Effective Partnering will teach your team to become the highest value-added partner.
Participation in this course will give your team an understanding of priorities & growth opportunities, private banking, integration updates, core beliefs & brand, cultivating centers of influence, approaches to Wealth Advisory, preparing your money for your family, competitor insights and open forum, and investment management.
This course 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.