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

Value to Financial Service Professionals:

• Organizes your practice
• Maximizes relationships
• Differentiates you from the others
• It is concentrated and highly impactful, it has both academic and real life information to be able to execute on the promise of the wealth advisory practice model
• Provides credentials and credibility
• Focuses on efficiency’s and leverage points to maximize your book of business profitability
• Creates a consistent and highly desirable set of client experiences that customers will appreciate and value
• It insulates your clients from competitors by insuring you extend the highest level of wealth management
• Real world words, activities, and ideas that are proven to work with the high net worth market
• FSP’s that take the CWS® meet and exceed the competitive and evolving environment of the financial services industry

"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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