On Campus

Courses

Locations

Registration

Schedule


On Site

Overview

Relationship Management
       Team

Markets We Serve


On Demand

Overview

eLearning

Teleconferences

LiveOnline Courses

Webinars

Audio

Publications

Tools

Solutions/On Demand/Audio/Growing Your Business

Growing Your Business
With Ted Ridlehuber

Roy Adams Cannon Financial On Demand Teleconference 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.

The Growing Your Business Audio Series presents Financial Advisors with a systematic approach to positioning themselves to attract high-net-worth clients and to immediately obtain new business. In addition, it introduces powerful techniques for interviewing, surfacing and communicating complex and sophisticated financial issues to the high-net-worth individual, while also working with the client's other advisors.

As former President and CEO, Ted Ridlehuber established Cannon Financial Institute as the premier training and education firm in the Financial Services industry. Cannon's principle businesses consist of Cannon In-House Training; Cannon Consulting, a fiduciary and investment management consulting practice; the Cannon Schools with annual offerings of over 85 one-week programs; and a variety of customized training programs.

Growing Your Business 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. Click here for more details.

Order Now

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.

Program Contents:

Disc 1

Overview of Process to Grow Your Business

A. Working Your Book
B. Attracting New Clients
C. Practice Management Infrastructure

Disc 2

Working Your Book

A. Retaining Clients: "Client Experience"

1. Communication Standards: Establish for each client.
2. Special Events
3. Walking the Walk of Your Branding Message
4. Obtaining Additional Assets from Clients
5. Dealing with Clients with unacceptable ROI

Disc 3

7 Step Investment Interview

 

Disc 4

Attracting New Clients

A. Creating Opportunities to meet with New Qualified Prospects

1. Identifying qualified suspects
2. Branding Message
3. Prospecting Plan

Disc 5

Attracting New Clients: Capitalize on Opportunities

A. Telephone call to get appointments
B. Interview: Facts, Issues
C. Presentation

Disc 6

Practice Management For A Team

A. Business Plans Development
B. Weekly meetings

Order Now

 

Back to top
     
 

 
© 2009 - 2012 Cannon Financial Institute. This site is best viewed at 1024 x 768 screen resolution or higher.

The information appearing on this website is provided for general guidance purposes only. While information is obtained from sources deemed to be reliable, accuracy cannot be assured. Such information is not intended to provide tax, business, investment or legal advice to any individual or entity. At certain points, this website includes links to other websites. Cannon Financial Institute, Inc. provides these links for your convenience and these links do not imply Cannon's sponsorship or approval of these sites. When you access one of these sites, you are leaving Cannon's homepage. Readers are urged to consult with their own advisers before taking action based on any information appearing on this website or any website to which it may be linked.