Cannon Financial Institute

Complete Set of 22 Skill Builder Videos - LPL Financial

SKU: #22SkillLPL

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In these twenty-two videos, Cannon's Clark Brown provides you with sample scripting and helpful tips that will assist in growing your advisory business.


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

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