Cannon Financial Institute

Increasing Assets Under Management Through the Retirement Review

In this highly interactive workshop, Cannon will help Advisors adjust their Annual Client Review to include a more thorough discussion of Retirement Income Planning.

Advisors will be instructed as to how to identify the best clients with which to have the discussion and will be provided with specific scripting and tools to gain the initial meeting and surface the underlying issues.

 Advisors will then be able to strengthen the client relationship by demonstrating knowledge of Retirement Planning Issues to help the client understand any gaps they have and by recommending the appropriate products and services to address the client issue. 

Additionally, this course offers a great framework for customized internal support or wholesaler engagement. 

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