Skip to content


Overview:

Elevate your team's performance with our Coaching services, designed for Managers and Directors who are ready to transform their organization. This award-winning program provides crucial training to help leaders grow their teams, bring out the best in their colleagues, and improve results. It integrates smoothly into your firm's sales process, leading to both individual and company success.

Why Choose Our Coaching Services?

  • Targeted Development: Our coaching is tailored to the unique challenges and opportunities of every organization we work with. It’s the highly customized approach that enables us to make a difference and ensure growth.

  • Proven Methodologies: Utilizing proven and award-winning techniques, our program offers structured yet flexible methodologies to enhance leadership and team performance.

  • Integrative Approach: Seamlessly fitting into the firm's existing sales and management strategies, our coaching helps clients reinforce company’s vision and metrics for success.

  • Results-Driven: With a focus on tangible results, Cannon’s coaching program is not only designed to churn out strong leaders but also create cohesive, enthusiastic and high-performing teams.

Our Coaching Program Includes:

  • Foundation of Coaching: The first crucial step is to understand and embrace the core principles crucial for fostering a culture of personal development. This foundational knowledge sets the stage for all future coaching endeavors.

  • Structured Coaching Framework: Learn to master the Coaching Rhythm of Action (ROA) and a four-step coaching process. This structure ensures that coaching sessions are consistent, effective, and lead to measurable improvements.

  • Performance Expectation Management: We equip managers with the necessary tools and techniques to clearly define, communicate, and align performance expectations, setting clear goals and strategies for the whole year.

  • Observation and Feedback Techniques: Managers learn to effectively observe team performance, identify strengths and weaknesses, and use these insights to guide their teams towards success.

  • Engaging Coaching Conversations: This area enables managers to facilitate honest discussions with team members, encourage them to objectively evaluate their own performance, and spot new opportunities for growth.

  • Growth and Development Strategies: Our program emphasizes the importance of planning for long-term development, helping managers to support their team members' career growth and sustained contributions to the company.

  • Action and Improvement Plans: Managers learn how to create and implement effective improvement strategies to address specific performance challenges and leverage successes, fostering continuous team development.

Cannon’s coaching process starts with an in-depth assessment to understand your team, it’s goals, needs and dynamics. We then customize a plan tailored to your team's specific needs. Implementation involves regular sessions and practical exercises for effective learning. Lastly, we continuously review progress and adjust the plan to maximize impact, ensure improvement and deliver results.

Other Popular Programs

Sales & Practice Management

Growing Your Business

Offers wealth management professionals updated strategies for client retention, expansion, and acquisition. It covers practice management, client communication skills, technology integration, and business development planning, emphasizing practical application to enhance advisors' expertise and client service.

Sales & Practice Management

Elevating Your Goals-Based Planning

Trains financial advisors in client-focused financial planning, covering needs assessment, onboarding, discovery meetings, plan creation, and effective communication strategies to enhance client relationships.

Sales & Practice Management

Working with Women Investors

Prepares financial advisors to effectively serve the growing segment of female clients amid the Great Wealth Transfer. It covers opportunity identification, neurological insights, targeted prospecting, specialized communication techniques, and storytelling strategies.