Overview

Cannon Financial Institute’s online Strategies for Building Your High Net Worth Practice Audio Lessons gives advisors practical advice for building and growing their high net worth practice and taking their career to the next level.

Nationally renowned wealth management experts discuss recent issues affecting wealth management professionals and how to best serve wealthy clients and their families so they remain satisfied and loyal clients. 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 15 lessons, each with a total user experience of 90 minutes (60 minutes of instruction and 30 minutes of Q&A). Lesson topics cover working with wealthy clients, expanding current relationships, attracting new clients, capitalizing on opportunities, insurance, retirement plans, opportunities with business owners, opportunities with physicians, the power of partnering, family meetings, lifetime planning, legacy planning, using philanthropy, why year-end planning is crucial, and using recent developments.

Goal

The goal of the audio series is to highlight specific concepts and situations advisors have in addressing the 13 Wealth Management Issues with high net worth clients.

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.

$350

CE Credits

CTFA: 1-2 hours per lesson

CFP: 22.5 hours