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Executive Vice President and Subject Matter Expert

Linda Eaton

Certified Wealth Strategist® (CWS®)

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Biography

Linda Eaton leverages her extensive background in wealth management and training to enhance the effectiveness of client-facing advisors. Her journey from a Financial Advisor at Merrill Lynch to a renowned management development leader reflects her commitment to professional growth and excellence.

Professional Expertise and Industry Impact

Linda's approach, enriched by her experiences with Franklin Covey and her consulting business, positions her as a transformative leader in practice management and client relationships. She has made key contributions by developing and delivering Cannon's proprietary courses and improving students’ understanding of behavioral finance. Furthermore, she spearheaded some of the most innovative global initiatives focused on client experience and client satisfaction.

Educational Background and Professional Credentials

With a B.F.A. in Fine Arts from Boston University and a Certified Wealth Strategist® (CWS) designation, Linda's unique educational path complements her professional achievements, demonstrating her versatile approach to financial advisory and client service.

Resources from Linda Eaton

Listen Your Client Off The Ledge
Sales and Practice Management

Listen Your Client Off The Ledge

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Linda Eaton
Why Thank Your Clients
Sales and Practice Management

Why Thank Your Clients?

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Linda Eaton
Linda live looks
Sales and Practice Management

Linda Eaton Teaching Wealth Management University (WMU)

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Linda Eaton
What We Dont See Is As Important As What We Do See
Sales and Practice Management

What We Don’t See Is As Important As What We Do See

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Linda Eaton
5 Hacks for Super Productivity in 2019
Sales and Practice Management

5 Hacks for Super Productivity in 2019

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Linda Eaton
Be Prepared for Turbulences
Sales and Practice Management

Be Prepared for Turbulences

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Linda Eaton
Will You Profit from the Next Generation
Sales and Practice Management

Will You Profit from the Next Generation?

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Linda Eaton
Breaking Bad Habits
Sales and Practice Management

Breaking Bad Habits

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Linda Eaton
Virtual Meetings 1
Sales and Practice Management

Virtual First Meetings: How to Navigate Them

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Linda Eaton