Cannon Financial Institute

13 Wealth Management Issues - Audio Series

13 Wealth Management Issues - Audio Series

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Financial services professionals must be prepared to discuss each issue with both clients and prospects. They must be able to surface opportunities, recommend solutions, and know when and how to introduce an expert.
Addressing the 13 Wealth Management Issues is a win-win situation for both the client and the professional. Clients will be able to fulfill their financial goals, and financial services professionals will be able to position themselves as the provider of choice because they possess the capabilities to address wealth management issues from a comprehensive perspective. 

Topics

  • Investment Planning Issues
  • Banking & Credit Management Issues
  • Risk Management & Insurance Planning Issues
  • Executive Compensation Issues
  • Protection Strategies Issues
  • Retirement Planning Issues
  • Business Succession Planning Issues
  • Education & Family Support Issues
  • Charitable Giving Issues
  • Distribution of Estate Issues
  • Tax Planning Issues

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