Cannon Financial Institute

SkillBuilder Video Collection: Deluxe Discovery

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 collection of 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:

  • Asking Questions with a Purpose
  • Conduct Great Client Meetings
  • Creating Fact, Concern, & Consequence Questions
  • Discovering Values Around Wealth
  • Insurance Discovery & Demonstration
  • Investment Discovery & Demonstration
  • Pre-Call Planning for Client Meetings
  • Qualifying Conversations
  • Retirement Discovery & Demonstration

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

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