Courses
Business Succession Planning Workshop
Cannon’s objective is to aid in your understanding the business owner marketplace and the client experience.
Many common business owner issues will be discussed, and you will learn how to create and capitalize on business succession planning opportunities.
Related Courses
Trust Conversations for Growth
Develop essential skills for engaging in productive trust conversations that lead to growth. Learn techniques for sourcing prospects, managing relationships, and building respect in the trust industry through effective communication.
Fundamentals of Blockchain and Digital Assets
Recent studies reveal that 20% of Americans have engaged in cryptocurrency trading. Advisors, bankers, and trust professionals must understand key terminology and concepts, as well as the implications of crypto transactions and decentralized finance. Without this knowledge, they risk losing credibility with both current and prospective clients.