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Cannon Financial Institute
Enterprise Solutions

SkillBuilder Video Collection

This entire collection of 22 video lessons will provide you with sample scripting and helpful tips that will assist in growing your advisory business.

  • Available settings
    Online, On-Demand
  • Topic
    Sales & Practice Management


About This Course

This entire collection of 22 video lessons will provide you with sample scripting and helpful tips that will assist in growing your advisory business.

This collection includes videos that provide talking points and sample scripting related to:

  • Annual Client Reviews
  • Asking Questions with a Purpose
  • Branding to Prospects & Current Clients
  • Build Your Client Experience
  • Conduct Great Client Meetings
  • Creating Fact, Concern, & Consequence Questions
  • Discovering Values Around Wealth
  • Educating Referral Sources
  • Insurance Discovery & Demonstration
  • Gap Analysis
  • Introductions from Business Partners
  • Investment Discovery & Demonstration
  • Manage a Large Book
  • Pre-Call Planning for Client Meetings
  • Pre-Planned Presentations
  • Qualifying Conversations
  • Relationship Review
  • Retirement Discovery & Demonstration


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