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.


  • 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

Our strength lies in delivering solutions that achieve your firm’s specific goals and objectives. Contact us today to craft this program to meet your initiative’s timing, budget, and delivery considerations.

Want to Talk? Let’s Chat.

Press Launch Live Chat to chat online or give us a call at 706.353.3346.

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