Cannon Financial Institute

Wealth Management Issues: Banking & Credit Conversations

It’s safe to say that nearly every client you have will take on debt at some time.  Whether it’s a simple mortgage, a line of credit for a business, funding a start-up or protecting the transfer of wealth from one generation to another, appropriate use of credit at various times in a client’s life is central to strategic wealth management. The advisor who fully understands debt management is in a position to be of great value to his or her clients.

Cannon’s Wealth Management Issues Conversations packages equip advisors to address each wealth management issue their clients face. Cannon has packaged multiple learning assets to fully cover each issue.

Learn More and Register

Each package includes:

  • A PDF study guide of technical content
  • A 30-question exam to demonstrate mastery of the technical concepts
  • Approximately 1 hour of contextual audio content
  • A video-based lesson of conversational discovery skills

You will receive an account on Cannon’s learning management system to access each learning asset. This course qualifies for CE credits.

Participating in this course will help you to:

  • Identify the major risks facing investors who lack an appropriate approach to using credit
  • Identify effective ways to position and execute a banking and credit management discovery interview
  • Employ a simple mnemonic  - PURPOSE - to develop the habit of comprehensive client discovery
  • Identify and emulate client discovery techniques that broaden and deepen your understanding of a client’s complete situation
  • Describe what to consider and what to avoid when conducting the Banking and Credit Management Discovery Interview
  • Create an action plan for executing the PURPOSE interview with your current clients

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

Want to Talk? Let’s Chat.

Press Launch Live Chat to chat online or give us a call at 706.353.3346.

Launch live chat