Thought Leadership: Insights

Wow, Do I Love Orange Juice

As an FA, you must immediately change the way you do everything or risk being placed on the endangered species list— or so advises the financial industry press. But what if you don’t want to demolish your practice immediately and rebuild it around a brand new business model devised by intergalactic computers at NASA? Then consider making a few small changes which can lead to higher sales.

Here are two suggestions which are easy to accomplish. . . Read More

While You Were Out. . . Wealth Transfer Happened

OMG! This is a calamity on the scale of missing your audition for Dancing with the Stars! Never go on vacation again. As FAs, we are reminded to the point of lunacy that, as the Baby Boomer generation shuffles off to Buffalo, the greatest transfer of wealth since the death of Julius Caesar will begin.

How much wealth? Read More


Did You Know?

You can continue your Professional Education this January at Cannon’s Hilton Head Schools.
Learn More

You have the opportunity to earn up to 2 hours of Continuing Education by participating in this month’s
Estate Planning Teleconference on October 18th.

No travel is required when you attend Cannon’s
LiveOnline™ classes beginning February 17th.
Learn More

Cannon will hold its’ dynamic two-day workshops in
San Francisco, March 20th-21st.
Learn More


        Follow and Engage