Cannon Financial Institute

Pipeline Management

In this workshop, Cannon's instructors will work to create a plan for client acquistion and retention through pipeline management.

A healthy pipeline is the hallmark of a secure, robust practice. And yet, most advisors let practice development take a backseat as they serve existing clients.

In this lively and engaging session our instructors will help you analyze your current pipeline and create a plan to ensure that a constant stream of prospects will develop into clients you enjoy working with for years to come.

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