Athens-based Cannon Financial Institute & Spectrem Group Announce New Collaborative Partnership

Staff Report From Athens CEO

Tuesday, November 15th, 2016

Phil Buchanan, Board Chairman Cannon Financial Institute and George Walper, Jr., President of Spectrem Group, announced a new collaborative partnership to enhance the knowledge, skills and insight of financial services professionals domestically and internationally. The collaboration creates a platform to combine the rigorous voice of the financial services consumer of the Spectrem Group into the education and professional development programs of Cannon.

“Our firms have worked in complimentary ways over the past twenty plus years,” said Buchanan. “It is abundantly clear that financial services firms and their client facing professional need to better understand and relate to the wants, needs and desires of the clients they serve. Spectrem’s comprehensive research provides perspective beyond simple trends by pinpointing the root causes of action. Bringing this perspective into the classroom will enhance advisors’ abilities to serve clients.

“The degree of expectations and demands clients have of financial professionals will continue its rapid increase,” said Walper. “The voice of the consumer must inform the decisions and actions of the industry. By ensuring it is part of sustained education and development of professionals is a natural fit. The combination of Cannon’s industry expertise and Spectrem’s research insights will raise the expertise bar even higher.

“Cannon and Spectrem are servants to the financial services industry,” offered Buchanan. “Through our collaboration, we hope to create even better experiences for our individual and mutual clients.”