Cannon Financial Institute

Wealth Management: Education & Family Support Conversations

Price: $135.00

(1-Year of access to Cannon's Learning Management System)

Using wealth to support the needs and dreams of family members and loved ones is a nearly universal goal.  In fact, there are few aspects of financial management in which a wealth strategist can ultimately be more helpful to a client than that of helping him or her (or him and her) negotiate the potentially tricky waters of sharing and passing along significant assets.

Cannon’s Wealth Management Issues Conversations packages equip advisors to address each wealth management issue their clients face. Cannon has packaged multiple learning assets to fully cover each issue.

Each package includes a(n):

  • Technical Study Guide (PDF format)
  • Online Exam (30 questions)
  • Digital Audio Program (MP3 format)
  • eLearning Lesson

You will receive an account on Cannon’s learning management system to access each learning asset. CE Credit may be available. Call 706.353.3346 for details.

Topics

  • Identify the major risks facing clients when planning for family support
  • Identify effective ways to position and execute a family giving and support discovery interview
  • Employ a simple mnemonic – VALUES – to develop the habit of comprehensive client discovery
  • Identify and emulate client discovery techniques that broaden and deepen your understanding of a client’s complete situation
  • Describe what to consider and what to avoid when conducting the VALUES family support discovery interview
  • Create an action plan for executing the VALUES interview with your current clients

Want to Talk? Let’s Chat.

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