Cannon Financial Institute

SkillBuilder Video Collection

Our books, audio lessons, videos, and eLearning could be the perfect fit for your enterprise professional development plans. Contact our learning professionals today to discuss how we can add Cannon assets into your learning initiative based on your audience size, timing, and budgetary needs.

This entire collection of 22 video lessons will provide you with sample scripting and helpful tips that will assist in growing your advisory business.

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What's Included


This collection of videos provides talking points and sample scripting related to:

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

For corporate pricing, please contact Will Cochran at 706-353-3346.

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