Cannon Financial Suite       
for Wealth Management   

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Tools from CANNON Financial Institute for implementing & monitoring Wealth Management Sales & Service delivery are core benefits leveraged by Cannon clients using the CapitalBase.com portal resources.  These jointly developed tools follow the principals of the Cannon Growing Your Business™ program, the Cannon Certified Wealth Strategist® program and the Cannon Coaching best-practice disciplines.

These Cannon tools are designed to equip your professionals with proactive job resources, such as the Cannon Client Absolutes and Touchpoints module, the Cannon 13 Wealth Management Issues module, Client-Experience standards module and other business development and relationship management implementation tools.  

Importantly, these tools also are designed to help you monitor and implement the roll out of new strategic sales & service process initiatives designed in concert with your Cannon consulting professional team, with tailored & flexible management reporting and line officer self-coaching tools.

Cannon Financial Suite

• 13 Wealth Management Issues & Planning Tools

• Growing Your Business™ Program Resources

• Comprehensive Profiles & Action Plans

• Cannon Consultant Monitoring / Coaching Metrics

• Centers of Influence Management

• Segment-Based Activity Planner

• Cannon University™ Users Track

• Sales Manager/Coaching Interactive Reporting

 

About Cannon Financial Institute

Cannon Financial Institute is the premier provider of consulting and training services for the world’s top financial organizations. Cannon consultants and trainers have earned a reputation for delivering comprehensive solutions that are focused, relevant and strategically invaluable.

Cannon clients consistently—and immediately—see dramatic results and improved productivity from employees who have gone through Cannon training.  As a result, 8 out of 10 financial services companies have chosen Cannon as their long-term strategic training partner for increasing market share, maximizing profitability and reducing liability.

Cannon Financial Institute, Inc. is comprised of over 50 experienced and dynamic professionals and support staff. Cannon consultants and trainers consistently earn outstanding marks for industry specific expertise, communication ability, the use of innovative and practical approaches, and rapport with our clients at all levels of the organization.

Today Cannon is the country's leading trainer and advisor to the Trust, Private Banking, and Investment Management industry. In fact, of the top 100 firms in trust income, 94% send employees to Cannon Schools and 32% use Cannon for in-house training. (American Banker). To learn more, please call 1-706-353-3346 or visit www.CannonFinancial.com