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Cannon Financial Institute
Enterprise Solutions

Working with Business Owners

Understand business owner buying behaviors, address key wealth management issues, and develop skills in investments, insurance, retirement plans, and succession planning. Enhance your ability to serve business owner clients effectively.

  • Available settings
    In-Person, Online
  • Topic
    Sales & Practice Management


Many of today's wealthy clients are business owners. This means an understanding of both personal and business issues impacting the client’s wealth management strategy is critical. The program provides an overview of the buying behaviors of business owners and specific skills necessary to work with them and relating their specific Wealth Management Issues to this market segment. Emphasis will be placed on key issues of importance to the business owner. These issues are investments, use of insurance, qualified retirement plans, and business succession plans.

Areas of Study:

  • Understanding the Business Owner Marketplace
  • Creating Opportunities
  • Understanding the Client Experience
  • Business Owner Issues
  • Capitalizing on Business Succession Planning Opportunities

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