“Best-in-Class” Community Members
Our community of veterans and aspiring financial planners both share and learn from our collaborative approach.
CANi Academy™
An online sales training academy has hundreds of proven sales process videos to assist you in properly articulating your value as a fee based financial planner to your marketplace. Developed to help you properly capitalize on the stream of new leads being generated from your marketing efforts.
Explore:
- Proven Turn-Key marketing campaigns you can activate for free.
- Documented, step-by-step sales processes including scripting and templates to make your own.
- Financial planning process delivery steps, all outlined with supporting training videos and templates to use with your clients.
- Portfolio Manager Training Videos – designed to provide you with everything you need to know to help your client determine who the most appropriate discretionary portfolio management solution is for their unique needs.
- Insurance training videos explaining advanced sales presentations to support the identified needs found through your financial planning process.
CANi University & BootCamp™
A time for all financial planners to personally get together to network and learn through advanced training sessions.
The content is developed around the needs of our members to ensure the time you spend is seen as an investment in yourself, your business and your clients success.
