Enterprise Consulting & Training
High-Impact Enterprise Solutions to Successfully Serve Your Clients
At Cannon, you will benefit from all-encompassing solutions to boost performance and ensure your organization's staying power.
Our Process
Holistic Solutions for Organizations: From Compliance to Long-Lasting Achievement
To strengthen performance and ensure your organization's lasting impact, Cannon provides strategic guidance on practice management, conversational competency, and the most recent regulations and technological advances - all the crucial areas to keep current with. We partner with clients to successfully navigate change management, product development, and governmental enforcement while leveraging our proven expertise in securities operations, investments, tax, estate planning, and trust services. Our comprehensive approach encompasses services such as Learning and Development Consulting to tailor learning strategies, Fiduciary Consulting for regulatory compliance, Speaking Engagements for expert insights and Coaching to enhance leadership skills.
At Cannon, we take time to fully understand every client's needs, challenges, and goals, which enables us to deliver exceptional service and make a difference.
Our students are well-prepared for shifting regulatory matters, learn crucial risk management strategies, and obtain sales and practice management training to have better conversations with clients. No matter how tough the curriculum may be, we simplify the learning process, make it easier to grasp each topic, and make the whole experience more enjoyable.
Our Services
Discover personalized strategies to elevate your business and reach new heights - in any economic climate, setting or condition.
Most Requested Programs
Dive into our Most Requested Programs, designed to enhance knowledge and skills in all aspects of financial services. Tailored to meet the evolving demands of the industry, these programs cover the most critical areas for success including technical knowledge, conversational competency, and practice management.”
Sales Process & Sales Management Consulting
Cannon offers sales process and sales management consulting services proven to manage organizational change and enhance success. Our clients benefit from strategic initiatives, insights, and tactics specifically tailored to their unique needs.
Fiduciary Consulting
Our Fiduciary Consulting services offer solid expertise in regulatory compliance and best practices to boost your organization's long-term success. You will benefit from Regulatory Examination preparation, address findings, and learn the most crucial risk management strategies, including handling MRAs and MRIAs. In addition, you can tap into our compelling education programs for your Board of Directors, enabling them to successfully navigate fiduciary responsibilities.
Speaking Engagements
Secure our Subject Matter Experts for Speaking Engagements at your upcoming event. Our seasoned speakers deliver insightful and engaging presentations on various topics, from industry trends to motivational talks. Let us inspire your audience with powerful messages crafted specifically for your company's event goals and make the whole experience more memorable.
Coaching
Elevate your team's performance with our Coaching services, designed for Managers and Directors who are ready to transform their organization. This award-winning program provides crucial training to help leaders grow their teams, bring out the best in their colleagues, and improve results. It integrates smoothly into your firm's sales process, leading to both individual and company success.
Bespoke Solutions
All Cannon solutions can be tailored to meet your organization's unique challenges, needs, and objectives. From content development to delivery, we offer highly customized solutions proven to generate measurable results. Additionally, we always ensure that your business meets and exceeds its goals.
Who We Serve
Expertise Across Financial Sectors
At Cannon, you will partner with our consultants and Subject Matter Experts to discover new ways to improve performance and achieve greater levels of success. Together, we sort out the who, what, when, where, and how of change.
We offer customized consulting in a wide variety of areas such as change management, product development, and address governmental enforcement actions to ensure your firm’s long-term viability.
Navigate your way to success with our specialized programs tailored for key sectors in the financial services industry.
Asset Management
Explore specialized programs designed for all sectors within Asset Management, including External Sales and Key Accounts, Internal Sales and Call Centers, Leadership, Portfolio Managers and Analysts, and Retirement Specialists. Now you have a great opportunity to refine your skills, build confidence and excel in your specific area of expertise.
Banks
Discover impactful programs tailored for various Banking sectors: Brokerage, Business and Commercial Banking, Call Centers, Consumer Banking, Corporate Trust, Employee Benefits and Retirement Plan Services, Global and International Banking, Leadership, Operations, Audit and Compliance, Personal Trust, Private Banking, and Wealth Management.
Custodians & FinTech
Navigate through programs designed for Financial Technology and Institutional Custody sectors, including Custodians, FinTech and Tools, Leadership, and TAMPs. Equip yourself with the most crucial skills, knowledge and expertise to get ahead in this fiercely competitive yet exciting field.
Government Agencies
From Federal to State and Local Agencies, now you can explore programs crafted specifically for various government sectors, Our offerings will arm your teams with the essential knowledge and skills necessary to enhance their performance and achieve agency goals. It's Cannon's solid expertise and proven track record of success in the governmental sector that allows us to consistently drive positive outcomes for governmental agencies, spanning over 60 years.
Independents, RIA, & FOS
Embark on comprehensive programs designed for various aspects of insurance, including Advanced Planners, External Sales and Key Accounts, Internal Sales and Call Centers, Leadership, Retirement Specialists, and Wealth Managers. We will guide you to identify main needs and concerns, boost sales results, and enhance your knowledge in a wide variety of areas ranging from investment management to retirement services, life insurance, trust and estates, college savings plans, tax, and legal issues of HNW/UHNW clients.
Insurance
Engage in a selection of programs curated for areas within Independents, RIAs, and Family Offices, such as Family Office Services, Financial and Wealth Planners, Independent Advisors, Investment and Wealth Managers, Leadership and Principals, Operations, Audit and Compliance, and Research. Enhance your communication abilities, successfully manage client expectations, and secure a competitive advantage - all the attributes crucial for success in this rapidly evolving market.
Tax & Legal
Participate in specialized programs designed for tax and legal professionals, including CPAs and Trust Tax Professionals, Estate Planning Attorneys, and Expert Witness Services. We thoroughly dissect changes in tax rates and deductions to help you understand your client's viewpoint and successfully safeguard their financial future..
Trust & Fiduciary
Explore industry-recognized programs tailored for fiduciaries, including Family Office Services, Independent Fiduciaries and Guardians, RIAs, and Trust Companies and Departments. Our proven strategies focus on trust, address gaps, enact robust solutions, and increase profits. Gain the skills you need to execute fiduciary responsibilities with confidence and integrity.
Wealth Managers
Build your knowledge with our comprehensive programs designed for Wealth Management sectors, including Family Office Services, Independent Advisors, Private Client Services, Regional Advisors, RIAs, and Wirehouse Advisors. You will learn how to coordinate various professionals and specialties while effectively managing and supervising all assets entrusted to you - from monetary, to hard-to-value to unique items.
Wirehouses & Regionals
Discover tailored programs for professionals in wirehouse or regional firms, including Investment and Wealth Managers, Leadership, Financial and Wealth Planners, Private Client Services, Operations Managers, and Retirement Plan Services. You will benefit from training that encompasses comprehensive insights on your firm's high-level services, spotting opportunities, asking qualifying questions, and effectively closing business. Equip yourself and your associates with the the most essential skills to manage client experiences and provide relevant information on your firm's products and services.
Boosting Advisor Confidence in Goals-Based Planning for a Top 5 Independent Broker-Dealer Firm
Find out how our "Elevate Your Goals-Based Planning" workshop addressed key challenges in the financial advisory field, such as ineffective client onboarding, difficulty with technology planning, and engaging clients in financial goal discussions. This workshop provided advisors with the most crucial interaction and communication skills and all the tools they needed to develop successful retirement planning strategies.
By focusing on overcoming common obstacles and applying real-world solutions, the workshop achieved significant success. Discover the full story to see how Cannon helps deliver outstanding results and provide excellent client care, regardless of expectations.
Top 5 Independent Broker-Dealer Firm
Attendees reported greater confidence and increased success in leading the goal-planning process.
94% of advisors gave it a rating of 4.5 or higher on a 5-point scale.
- "There’s more to Cannon Schools than classes and education. Cannon is also about bringing people together, allowing them to network, share stories, and make new friends."
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Jennifer S.