Cannon Financial Institute

Partnering for Growth

There is no I in Team; Partner for Growth


This program is designed to help participants work more effectively as a team to cross sell and deliver a broader range of services to current and future clients. The interactive format of this session will provide the opportunity for participants to engage their peers and the facilitator as they work through developing elements for their Rules of Engagement, building their Team Branding Message and “Credentializing” scripts, and conducting an actual “Opportunity Planning Session” during the workshop.


Upon completion of this workshop, participants will be able to: 

  • Develop and document Team Rules of Engagement
  • Demonstrate a Team Branding Message
  • Utilize the “Credentializing” technique to introduce team members
  • Plan and Conduct an Opportunity Planning Session

Contact a Managing Consultant at 706-353-3346 to discuss strategies for growth. 

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