Expanding Current Client Relationships
This workshop is designed to give financial professionals an action plan for their client base.
This workshop is designed to give financial professionals an action plan for their client base. The topics discussed will include working your book, obtaining additional assets, and capitalizing on opportunities. This program can be tailored to meet the needs of your team.
Our books, audio lessons, videos, and eLearning could be the perfect fit for your enterprise professional development plans. Contact our learning professionals today to discuss how we can add Cannon assets into your learning initiative based on your audience size, timing, and budgetary needs.