The Wealth Management Advisor™ Audio Series

Growing Your Business with Ted Ridlehuber AND
13 Wealth Management Issues with J. Phil Buchanan

To be successful in the high-net-worth market, financial advisors must focus their sales and relationship management skills on gathering a larger percentage of their current clients' assets, retaining those assets for a longer period of time, and attracting wealthier clients. In addition, financial advisors must do all that is possible to enhance their knowledge so that clients will be well advised on a wide range of sophisticated financial issues. Read full descriptions of these programs below.

Growing Your Business
with Ted Ridlehuber

Ted Ridlehuber takes you beyond the live classroom experience to further detail the strategies of Growing Your Business. This newly released Audio Series focuses on how Financial Advisors become Wealth Management Advisors. Obtaining this knowledge allows Financial Advisors to position themselves to significantly grow their businesses by gathering a larger percentage of their current clients' assets, retaining those assets for a longer period of time, and attracting wealthier clients.

13 Wealth Management Issues
with J. Phil Buchanan

To adequately sell and provide service to wealthy individuals and families, financial services professionals must be knowledgeable on a wide range of issues. Cannon has researched the financial areas that are of greatest importance in the high-net-worth market and identified The 13 Wealth Management Issues.

Concepts & Analysis of Trusts & Estate Planning
with J. Phil Buchanan, Lawrence T. Divers, Daniel Smith, and Duane E. Lee, II

Cannon Financial Institute is proud to present the new Audio Series: Concepts and Analysis of Trusts & Estate Planning, created for professionals in the financial services industry. The Audio Series consists of six CDs with over seven hours of valuable information. Each program outlines, presents and analyzes key Trust & Estate Planning rules and concepts in a “Rules and Issues Lecture” section. This is followed by “Key Questions and Conversation” between the program facilitators highlighting and discussing specific areas of ambiguity or common misperceptions, and directing the listener to the appropriate conclusion.

Finding The Money
with J. Phil Buchanan, Donna Schumell

The instructors of Cannon Financial Institute have few peers who can match their knowledge when it comes to the subject of Trust and Investment insight and acclaimed techniques for developing and implementing sales processes that PRODUCE RESULTS.

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