Who We Serve

Trust and Fiduciary

When a client places their assets into a trust account and names your firm as trustee, your firm becomes the fiduciary under the law and therefore, must act on their behalf. Acting in this capacity can be one of the most complex tasks in our industry.

Trust is a core strength of ours, and our certificates are recognized across the industry. We can help you identify gaps and enact solutions to strengthen and grow your bottom-line.

Areas of Business We Serve

We help you acquire the skills you need to navigate client interactions in a language they will understand and take pride in serving a diverse range of business areas by offering tailored training solutions that meet various needs.

Family Office Services

For family office services, our training programs are crafted to enhance the management of family wealth and legacy. We cover estate planning, investment strategies, and family governance, providing the skills needed to offer comprehensive and personalized services to high-net-worth families.

Independent Fiduciaries and Guardians

Independent fiduciaries and guardians benefit from our specialized training aimed at strengthening their ability to manage and protect clients' assets. Our programs focus on fiduciary responsibilities, ethical standards, and legal compliance, ensuring they can offer trustworthy and effective guardianship services.

RIAs

Registered Investment Advisors (RIAs) can take advantage of our training solutions tailored to their unique needs. We focus on fiduciary duties, investment strategies, and client relationship management, equipping them to provide independent and trusted financial advice to their clients.

Trust Companies and Departments

Trust companies and departments benefit from our comprehensive training in trust administration, fiduciary management, and regulatory compliance. We cover the latest best practices and legal requirements, ensuring they can efficiently manage trusts and uphold the highest standards of service.

Case Studies

Hear What Our Clients Have to Say

Creating Partnerships Between Bankers and Advisors

Cannon Financial Institute was tasked with a crucial project by a client aiming to redefine the partnership between retail bankers, relationship managers, and bank-based financial advisors targeting the emerging and affluent market segments. The firm recognized its underperformance in effectively capturing the affluent market, with separate business lines failing to meet expected market potential.

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Private Banking: Increasing Wallet Share

Cannon Financial Institute was approached by a Private Banking division with a specific aim: to enhance the wallet share among existing clients. The initiative was designed to improve product usage within the Private Bank solution set.

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Next Level Banker: Improving Client Service

Cannon's "Next Level Banker Training Program" boosted retail bankers' skills. As a result, bankers became more confident in their conversations, leading to deeper connections with customers and stronger retention. By better understanding and serving small business owners, they unlocked new revenue opportunities.

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Related Programs

Technical

Personal Trust Education

If your organization seeks personal trust education for the entire team, now is the perfect time to connect with our enterprise team to discuss your specific needs further. Our comprehensive training solutions are designed to elevate your entire workforce, from entry-level associates to seasoned professionals.

Sales & Practice Management

Growing Your Business

Offers wealth management professionals updated strategies for client retention, expansion, and acquisition. It covers practice management, client communication skills, technology integration, and business development planning, emphasizing practical application to enhance advisors' expertise and client service.

Technical

Trust Audit, Compliance, and Risk Management Education

If your organization seeks trust audit, compliance and risk management education for the entire team, now is the perfect time to connect with our enterprise team to discuss your specific needs further.

Regulatory

Trust for Board Members

Equips fiduciary and trust board members with essential knowledge and skills to navigate their complex responsibilities, covering ethical conduct, decision-making, and risk management in governance roles.

Technical

Corporate Trust Education

If your organization seeks corporate trust education for the entire team, now is the perfect time to connect with our enterprise team to discuss your specific needs further.

Trust & Estate Planning

Essentials of Trust and Estate Planning™

This comprehensive course, led by Daniel A. Smith, covers key estate planning concepts for financial professionals. It offers practical knowledge on strategies, property rights, and taxation.

Ready to give your team the solutions they need to succeed?

Empower your whole team with our wide range of services. We have everything you need from our program catalog to personalized consulting, engaging speakers, custom solutions, and fiduciary consulting. Whether you're looking to boost skills, achieve success, or tailor strategies to fit your unique needs, we are here to help your team excel.

Find out how Cannon can provide the expertise and tools to help your team of advisors and trust professionals thrive.

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