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Solutions/On Demand/eLearning/13 Wealth Management Issues Audio Lessons

13 Wealth Management Issues / Overview
with Phil Buchanan

Overview | Topics & Objectives | Features

Overview

Cannon Financial Institute’s online 13 Wealth Management Issues with Phil Buchanan Audio Lessons highlights technical aspects of wealth management issues, as well as strategic opportunities advisors have in working their book and attracting new clients.

Advisors must be prepared to discuss each wealth management issue with clients and prospects. Mastering these aspects of wealth management helps clients fulfill their financial goals, and it helps advisors position themselves as their clients’ one trusted advisor to address their wealth management issues comprehensively.

Cannon’s own Phil Buchanan discusses the 13 critical issues affecting clients in the high-net-worth market. The audio series is for professionals working in the investment and wealth advisory fields, including investment advisors, financial planners, trust officers, private bankers, accountants, family office staff, and insurance professionals.

The audio series contains 10 lessons, each with a total user experience of 15 to 65 minutes. Lesson topics cover issues pertaining to investment, liabilities and debt, insurance, executive compensation, protection strategies, QRP and IRA distribution, business succession planning, gifting to children and descendants, charitable gifting, and distribution at death.

Goal

The goal of this series is to prepare advisors to have quality conversations with clients and prospects about each of the 13 Wealth Management Issues. The knowledge and skills gained helps advisors to better identify opportunities, recommend solutions, and know when and how to introduce an expert.

The companion Wealth Management eLearning course is a valuable complement to the audio series and Cannon’s live classroom programs. Call for pricing details at (706) 353-3806.

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$275
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Lesson

CFP

CTFA

Investment Issues

*

1

Liabilities and Debt Issues

*

1

Insurance Issues

*

1

Executive Compensation Issues

*

1

Protection Strategies

*

1

QRP & IRA Distribution Issues

*

1

Business Succession Planning Issues

*

1

Gifting to Children and Descendants Issues

*

1

Charitable Gifting Issues

*

1

Distribution at Death Issues

*

1

CFP: 5 hours
*Pending

 
 
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