Cannon IPM

Cannon IPM® Interactive Practice Manager


Cannon IPM® Interactive Practice Manager is a tool suite that enables Financial Advisors, Trust RMs, Insurance Reps, Private Bankers, Brokers and Sales Assistants to implement the Cannon Grow Your Business™ program, the Cannon Certified Wealth Strategist® program and the Cannon Coaching best-practice disciplines via a simplified, interactive tool.

Cannon IPM® provides an automated planner and tracking tool-set that provides the broker/financial advisor with “ideal day” style plans to guide their activities to optimize their practice productivity.

For larger firms, Sales Managers and Cannon Coaches can log in and review focused management reports and other Cannon-designed coaching tools.

 Cannon IPM® Interactive Practice Manager
• Certified Wealth Strategist® Modules
• Online Cannon Toolbox
• 4 Point Branding Message
• Interactive Practice Ticklers
• Scripts, Interview Guides & Decision Trees
• Coaching/Team Leader Views
• Cannon University™ IPM User Tracks
• IPM User Advisory Council

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