Who We Serve

Wealth Managers

Wealth management requires the coordination of numerous professionals performing different tasks for a client. These usually include attorneys, accountants, investment managers, trust officers, relationship managers, and other advisers as needed.

To excel, you need to know a lot about the different business units and how to blend together in harmony.

We know how a successful wealth management team operates. We work with you on how to survey your relationships to ensure every specialty is working together to manage and supervise all client assets entrusted to you, from monetary assets to the unique and hard-to-value.

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 Advisors

Independent advisors benefit from our training solutions aimed at building and managing their practices. We provide insights into client acquisition, relationship management, and financial planning, empowering them to grow their businesses and serve their clients effectively.

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.

Private Client Services

Private client services professionals can enhance their skills with our training focused on delivering bespoke financial solutions to high-net-worth individuals. We cover wealth management, personalized investment strategies, and client relationship management, ensuring they can offer exceptional service to their exclusive clientele.

Regional Advisors

Regional advisors benefit from our tailored training programs designed to address the unique challenges of regional markets. We focus on market analysis, client engagement strategies, and regional investment opportunities, equipping them to provide relevant and effective advice to their clients.

Wirehouse Advisors

Wirehouse advisors benefit from our comprehensive training aimed at enhancing their skills within large brokerage firms. We cover advanced financial planning, product knowledge, and sales strategies, helping them deliver high-quality advice and grow their client base within the wirehouse environment.

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

Sales & Practice Management

Certified Wealth Strategist® (CWS®)

Learn to retain, expand, and acquire clients more effectively while enhancing your practice management skills and improving client relationships. Sharpen your client communication, harness the latest technology, and develop robust business plans. This practical, hands-on approach will empower you to deliver superior client service, build stronger client connections, and achieve greater success in your wealth management career.

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.

Sales & Practice Management

Partnering for Growth

Trains wealth management professionals in cross-functional collaboration, covering team engagement rules, unified branding, credibility-building techniques, and opportunity planning to enhance client service and business growth across multiple disciplines.

Technical

Relationship Management Education

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

Wealth Planning

13 Wealth Management Issues™ Workshop

Trains advisors to conduct comprehensive client discussions using a structured framework. It covers key wealth management topics, conversation techniques, gap identification, and strategies to demonstrate expertise, enabling advisors to provide holistic financial solutions.

Wealth Planning

Wealth Management Issues and Conversations Collection

This collection equips professionals in the high-net-worth market with essential knowledge in estate planning, tax strategies, and investment management, ensuring comprehensive client service.

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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