Cannon Financial Institute

Sales & Practice Management Foundations

This foundational course will focus on the topics of segmenting, branding, pre-call planning, discovery, closing, and listening skills.

Students engage in this online experience through eLearning, videos, discussions, and building and working through each skill assignment with a Cannon coach as a part of this program.

Topics

  • Segmentation & Service
  • Pre-Call Planning
  • Branding Message & Value Proposition
  • The Initial Contact
  • Handling Client Concerns
  • Active Listening
  • Effective Discovery
  • Presentation Skills
  • Closing Skills
  • Annual Review

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