Cannon Financial Institute
Vol. 3 Iss. 12 - December 2011 -

Practice Management - A Proactive Client Communication Plan

What do you do when your phone isn’t ringing with clients wanting to make a trade or roll over an IRA? How do you generate new business from current clients when they aren’t calling you?


Special Online Event - December 14th 2:00pm ET
Build a Proactive Calling Campaign Strategy to Expand Current Relationships

Join Cannon's Jeff Cobb as he teaches you the importance of proactive client phone calls and a disciplined calling strategy to expand relationships and drive new revenue with current clients. Learn more - Register Today - $199

Planning Ideas - IRC Section 529 Plans

In recent weeks, it was widely reported that the college debt burden of graduating students rose again in 2010. In fact, while two decades ago less than half of students-


Taxes - ALERT: Proposed Tax on Transaction Fees

As Congress scrambles for ways to balance the budget and reduce the current deficit, Capitol Hill is awash with tax proposals. One proposal, recently introduced by Senator Tom Harkin-


More Planning Ideas - Health Savings Plans

Health insurance can be one of a family’s larger monthly expenses. This is especially true for self-employed individuals and early retirees. The self-employed often-