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Cannon Financial Institute

Mastering Client Engagement

This course helps advisors, relationship managers, and bankers move beyond conversational competence to build expertise and mastery with the knowledge, skills, and practice management activities required to serve high net-worth and affluent clients in today’s competitive marketplace.

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.