Linda Eaton
Certified Wealth Strategist® (CWS®)
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
Why Thank Your Clients?
Work Less and Accomplish More.. How? Do Only The Things Which Only You Can Do
Linda Eaton Teaching Wealth Management University (WMU)
Single, Wealthy Individuals With Children Under The Age Of 18, The COVID-19 Pandemic And You
Prospecting In a Pandemic: Five Steps for Growing Your Business Now
5 Tips for Helping Clients Deal with Volatility
What We Don’t See Is As Important As What We Do See
5 Hacks for Super Productivity in 2019
Be Prepared for Turbulences
Cowering Under Your Desk: Is This Your Plan for a Market Correction?
Will You Profit from the Next Generation?
Do you Have a Duty to Care or Could You Care Less? Why You Need Your Own Succession Plan
Who Gets the Golden Retriever? What You Need to Know About Clients in Non-Traditional Relationships
Breaking Bad Habits