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.

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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