Cannon Financial Institute

Working with Business Owners - 10 Business Owner Issues

Advisors need to not only know, but believe that comprehensive planning will truly help their clients and drive their business.  They also need to be armed with the processes and skills to execute confident client conversations with business owners to present recommendations that can actually meet the client needs the advisor uncovers. This program will help advisors align their practice to serve business owners and tailor their client experience to meet their needs; explore and analyze the issues of the business and articulate how they affect the personal wealth issues of the business owner; and demonstrate the capacity to support business owners and demonstrate the value of comprehensive advice. This course can be tailored to meet the needs of your team. 

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