Canbassadors is Cannon Capital’s named client introduction program — a simple role for clients who want an easy, dignified way to connect friends, family, colleagues, and plan sponsors with a fee-based fiduciary. Not a bounty program. Not a sales club. A clear path to make a Warm Shot and show up at Battery Briefings when you like.
Like the best client programs in other industries, it has a name you can say out loud. “I’m a Canbassador” is easier than “I’m in the unstructured referral mechanism we never actually defined.” You are not selling. You are opening a door for someone you care about.
Clients of Cannon Capital who make Warm Shots — introductions that protect the person on the other end and never treat a friendship like a transaction.
The introduction itself — a short email to both of us, this form, or “have my advisor call them.” One honest sentence of context is enough.
Your first Warm Shot as a Canbassador. We thank you personally. No leaderboard. No bounty. Just a clean first fire.
A small, invitation-only gathering for Canbassadors — conversation with the team, useful context (tax, markets, planning), and room to bring a guest if it feels natural.
The soft-ask moment in your quarterly or annual review — when it fits the conversation, not a forced script. “If someone in your life is facing this…”
Tell your advisor you want to be a Canbassador, or use the form below and check “I want to join.” We log it, thank you, and invite you to the next Battery Briefing when one is set.
Email intro (best), form, or ask us to call. Prefer people with a real money moment — liquidity, complexity, a 401(k) that needs a true fiduciary — not product-shop tourists.
Come when you can. Bring a guest when it feels right. No attendance quota. The program works even if you only ever fire one Warm Shot.
Programs fail when the only ask is awkward and random. Canbassadors has a few named moments — light, repeatable, never a hard sell.
Anytime. The core action of the program. Send a three-line intro or use the form. We follow up within one business day and treat the person as a guest — not a lead to be worked.
The first Warm Shot you make as a Canbassador. We note it, thank you by note or call, and — if you want — invite you to the next Battery Briefing. Recognition, not payment.
Built into quarterly and annual reviews when the conversation is already about a life moment someone you know might share. Soft language only. You can always pass.
Small table, Cottonwood Heights or private room. Tax or planning context from the team, time with advisors, optional +1. This is how “bring a friend” becomes an event instead of an ask out of nowhere.
Topic nights (liquidity events, 401(k) for sponsors, big-income years) where Canbassadors can invite someone who is actively thinking about that issue. Educational first. Introduction second.
Paid third-party solicitation (for example, a formal paid arrangement with another professional) is a different legal structure that requires written agreements and disclosure. That is not Canbassadors. Professional co-counsel relationships are welcome and usually uncompensated.
Entrepreneurs and professionals roughly 30–50 building serious wealth. Households after a liquidity event — sold a business, equity payout, inheritance, big income year. Plan sponsors who need a true 3(38) fiduciary. Anyone who wants investing, tax, and estate in one plan.
People hunting free tips, guaranteed returns, or a product-push dinner. Anyone who needs an insurance- or product-first pitch. If we are wrong for them, we will say so quickly and still treat your introduction with respect.
Someone who already knows us thought a conversation might help. The first meeting is complimentary, confidential, and free of obligation. Optional checklist: what to bring.
Prefer email? CC both of us — still the gold standard. This form is for joining Canbassadors, making a Warm Shot, or both.
We add you to Canbassador invites (Battery Briefings, Open Gate) and note you for Range Reviews.
Name, contact, one line of context — only what they would be comfortable with.
Advisor outreach within one business day. You get a thank-you — never a bounty.
By submitting, you confirm you have a reasonable basis to share contact details for a professional introduction. We will not add them to a marketing blast list.
Thank you. If you joined, you are on the Canbassadors list. If you made a Warm Shot, an advisor will follow up carefully — and we will thank you personally.
A Cannon Capital client who chooses to introduce people they care about through a named, simple path — Warm Shots, optional Battery Briefings, soft Range Review asks. Not a job. Not a sales quota.
No. Cash or gift-for-name programs can create solicitor issues under federal securities rules and conflict with our fiduciary duty. You get thanks, recognition of your First Salvo, and invites — never a bounty.
A small gathering for Canbassadors: useful conversation with the team, optional guest, no product-push dinner energy. Dates are set a few times a year; ask your advisor for the next one.
Yes. A Warm Shot for a plan sponsor is as welcome as a household intro. Point them at our employer page or introduce us the same way.
The Canbassadors name is for clients. Professional relationships are welcome; if a paid solicitation arrangement is ever appropriate, it must be written and disclosed separately. Most co-counsel work stays reciprocal and uncompensated.
If yes, the Warm Shot worked. Growth for the firm is secondary. That is why the program has a name you can be proud of.