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Value to Institutions:
- Opening doors to other lines of business
- New hires and recruitment tool
- Preparing the financial services professsional’s with the conversational skills needed to competently discuss wealth issues that affect the high-net worth client
- Provides a platform to structure messaging around their product groups
- Provides a framework that aligns their expert resources that lines up with the sales processes the sales are using
- Stronger structure for performance coaches to analyze-practices and skill set
- Creates a professional development track that moves beyond academic knowledge and incorporates the real life skills necessary to serve clients in a highly professional manner
Value to Training Directors:
- CWS® is a turnkey transition plan to move financial advisors from a transaction model to a wealth advisory model
- Easy to execute and can do it for one or many and is suitable for new or experienced financial service professionals
- Less expensive and robust than most individual coaching programs
- You’re bringing a proven industry wide recognized program that participants will rate as one of their highest learning experiences in their career. power and cache of a Cannon program to your firm
"The CWS provides the whole footprint of what clients are looking for; Structure, Process and Planning that is meaningful."
Steve
US Bank
"This program gave me everything I need to build my business plan. My partners will work from my Capstone, and we will use the document to build our approach."
Bryan
Morgan Stanley
"This program was a phenomenal exercise. This certification fits the way wealth advisors think…. This certification makes you realize how much money you are leaving on the table – and what to do about it"!
Bishara
Morgan Stanley
"I’ve been using what I learned from this program and am happy to say that it is working for me. I only wish that I had been introduced to it earlier."
Marque
Morgan Stanley
"This was truly the greatest program I have ever taken. It has made me comfortable, and confident, that I can tighten up the parts of my practice that need attention."
Patrick
SIGMA Financial
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