Cannon Financial Institute

David C. Bell

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Advisor Documents

Initial Prospect Meeting Job Aid
Advisor Diversification Script
3 Greatest Risks Script
INHERIT Interview
7-Step Retirement Interview

Use Password Provided by David

Webinar Presentations

Tis the season for Charitable Giving
Charitable Giving: A Win-Win Situation
The 5 "Must Do’s" of the Efficiency Review – Using Insurance Planning to Retain and Attract Clients
The 4 Critical Components That Create an “Unfair  Advantage” for Your Practice
Break the Tape
Understanding the World of Trusts    

Video Resources

3 Greatest Risk Factors
Enroll Yourself in the Genius Factory

More Video Resources

Recommended Readings

Beyond the Grave By Gerald M. Condon
Coach By Andrew Blauner & others
Coaching Into Greatness By Kim George
The Five Dysfunctions of a Team By Patrick Lencioni
Cultural Intelligence By David C Thomas & Kerr Inkson
Do's and Taboos Around The World By Wiley
The Starbucks Experience By Joseph Michelli
The Lombardi Rules By Vince Lombardi Jr.

Interpersonal Relations Readings
Sales and Marketing Readings
Relationship Management Readings

More of David's Recommend Readings

Tools & Resources

2015 Federal Tax Guide

For additional tools and resources please visit our Tools & Resources page.

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