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.

Financial services professionals must be prepared to discuss each issue with both clients and prospects. They must be able to identify 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.

Phil Buchanan specializes in assisting financial advisors to prepare themselves to reach the pinnacle of professional competence. His practical messages and insights as to creating and capitalizing on wealth management opportunities within the affluent client market have been sought out by many of the nation's top advisory firms.

Phil characterizes his efforts as one of both aspiration and inspiration. He seeks to help advisors aspire to greater heights through sharing many technical and strategic opportunities advisors have in both working their book and in attracting new clients. He seeks to inspire advisors by creating personal accountabilities and actionable business plans that produce results.

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13 Wealth Management Issues is a part of the Wealth Management Advisor Audio Series which includes both sets (Growing Your Business and 13 Wealth Management Issues- all 14 discs) in a single large binder.

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