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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
"Tax season in 2007- 3 new leads."
"Tax season in 2008- 25 new leads and still not finished... Due to utilizing the 13 WMIs and 3 risks conversations."
Jerry Roe
Former CPA, Presently a Financial Advisor
Advanced Equities
"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 McCullom
Morgan Stanley
June 2006
"I think that it's been a great."
Philip Bresnick
Morgan Stanley
July 2006
"I look forward having this designation."
Lori Ace
Morgan Stanley
July 2006
"This has been a great educational experience with value for me and my clients - I really appreciate having the opportunity to be in your inaugural class for this program."
Susan Acker
Morgan Stanley
July 2006
"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 Bahbah, PhD
Morgan Stanley
August 2006
"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 Cohen, Senior Vice President
Morgan Stanley
August 2006
"The CWS helped me to fine tune my market plan."
Linda Haines, First Vice President, Retirement Planning Specialist, Wealth Advisor, Estate Planning Consultant
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 Shope
SIGMA Financial
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