Cannon Financial Institute conducted a workshop for a private banking division aiming to increase wallet share by enhancing bankers' product offerings to existing clients. Following training sessions for both managers and bankers, notable results were observed across performance tiers. Top performers saw a 317% rise in new assets, while bottom performers saw a 798% increase. Fee revenue and loans also showed substantial gains, with completed financial plans rising by 300%, reaching 2,087 post-workshop. This strategic improvement delivered significant returns on investment by enhancing client engagement and product usage.

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