Broker/dealer H.D. Vest has teamed with Cannon Financial Institute, a provider of financial services consulting, to provide practice management training to its top 600 advisors. The training sessions are scheduled to take place in Arizona and Texas in May, and the program has been named "Elite Academy." Participants will begin with a single concentrated workshop on "creating a consistent client experience."
In Brief: Vest Partners with Cannon Financial
April 01, 2007, 11:00 p.m. EDT 1 Min Read
