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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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