Cannon Financial Institute

Skill Builder Video: Annual Client Review

Our books, audio lessons, videos, and eLearning could be the perfect fit for your enterprise professional development plans. Contact our learning professionals today to discuss how we can add Cannon assets into your learning initiative based on your audience size, timing, and budgetary needs.

In this approximately 15-minute video, Cannon's Clark Brown provides you with sample scripting and helpful tips to assist in growing your advisory business and creating your annual client review.

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