The Cannon Curve: Recent Episodes
Cannon Financial Institute
The Cannon Curve brings you interviews with thought leaders from all aspects of life, who willingly share their wisdom and guidance on complex leadership topics.
In this episode, Phil and guest Paul Herdtner, Founder and CEO of Avra Group Consulting, discuss the challenges of the evolving digital landscape, particularly concerning a brand's image. Given Paul's previous experience at Hallmark, this conversation is extra insightful.
The episode highlights the significance of strategic communication and compliance in the financial industry, especially during culture wars. Looking ahead to 2024, a pivotal election year, the two explore the potential impacts on wealth management. Listen in!
90% of U.S. small business owners don’t have a firm grasp on the current valuation of their business or what KPIs they should focus on.
A business is often the biggest part of a person’s financial portfolio, and with new companies starting each day in the U.S. — and upwards of 550K starting a month — the opportunities for advisors to help are growing. In the latest episode of the Cannon Curve, Scott Gabehart, Chief Valuation Officer, BizEquity, breaks down the ways advisors can help guide business owner clients into their financial future.
*Stay tuned at the end of this audio for additional information!
Resources:
Scott Gabehart, VP & Chief Valuation Officer of Biz Equity - https://www.bizequity.com/team
LinkedIn - https://www.linkedin.com/in/chiefvaluationofficerbizequity/
Books - https://www.amazon.com/stores/Scott-Gabehart/author/B001K8KYG6?ref=ap_rdr&store_ref=ap_rdr&isDramIntegrated=true&shoppingPortalEnabled=true
Please send Comments, Questions, and Feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
Necessity is the mother of invention.
Early in her career, Dani Fava, Group Head, Product Innovation at Envestnet, took this concept and applied it, setting in motion a new trajectory on her path.
In the latest Curve episode, Dani walks Phil through and level-sets our understanding of artificial intelligence. At its core, A.I. technology is a way for humans to get computers to think like us. For advisors, using A.I. can help streamline their day-to-day tasks so they can spend more time creating more meaningful work — talking to clients and helping them understand and reach their financial goals.
Resources:
Dani Dava, Group Head, Product Innovation - https://www.envestnet.com/person/dani-fava
LinkedIn - https://www.linkedin.com/in/dani-fava/
Please send Comments, Questions, and Feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
Not a day goes by that you don’t hear about a cyber threat, a data breach, and the growing importance of cybersecurity. You never think it will happen to you until it does, and it did to Phil just days ago. His LinkedIn was hacked. *We are still working to recover his old account
Listen to this episode to learn about cybersecurity and what that means today and for the future, and best practices to protect yourself from cyber threats. For this conversation, Phil is joined by Hana Habib, Special Faculty Instructor and Associate Director of Carnegie Mellon University’s Masters in Privacy Engineering program.
Resources:
Hana Habib, Specialty Faculty Instructor, Software and Societal Systems Department
Associate Director, Masters in Privacy Engineering program, Software and Societal Systems Department
https://www.cylab.cmu.edu/directory/bios/habib-hana.html
https://www.hanahabib.com/
Please send Comments, Questions, and Feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
What is the next breakaway movement?
While Phil was at Envestnet Elevate, he had the opportunity to connect with Jay Hummel, Partner and Co-founder of Wealth Advisor Growth Network. Listen in to hear Jay's thoughts on the next breakaway movement and how he and his team are building their firm to anticipate breakaways.
Resources:
Jay Hummel, Partner and Co-founder of Wealth Advisor Growth Network https://www.linkedin.com/in/jay-hummel/
Please send Comments, Questions, and Feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
This month, Phil welcomes back Houston Gaines, Georgia State House Representative 120 and Vice Chairman of the Majority Caucus.
What was the first lesson you learned about finances? Why is financial literacy a valuable addition to education systems?
In this episode, Houston discusses legislation regarding financial literacy education. Listen in to learn more!
Resources:
Houston Gaines, State House Representative 120, Vice Chairman of the Majority Caucus https://www.houstongaines.com/
Please send Comments, Questions, and Feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
This month, Phil is joined by guest Michelle Smith, CEO of Source Financial Advisors. She is the epitome of a woman’s advocate; she is a voice for so many divorced women and works tirelessly to empower, educate and help women navigate the financial world.
Listen in to hear her narrative and insight.
Resources:
Michelle Smith, CEO of Source Financial Advisors https://sourcefa.com/michelle-smith/
Wife2CFO https://wife2cfo.com/
Please send Comments, Questions, and Feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
Listen to leaders of trust companies discuss how they navigate decisions for growth and sustainability. As we begin 2023, they will discuss maximizing technology, market swings, interest rate changes, succession planning, and more.
*The discussion from January's Association of Trust Organizations (ATO) Speaker Series was repurposed for this episode. Phil was the moderator; see the three panelists below.
Resources:
Stuart Allen, CEO of Allen Trust Company https://www.allentrust.com/team-stuart-allen
Daniel Carter, President of The Trust Company of Tennessee https://thetrust.com/our-team/daniel-k-carter/
Kyle McDonald, CEO of Argent Financial Group, Inc. https://argentfinancial.com/people/kyle-mcdonald/
Please send Comments, Questions, and Feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
November is National Gratitude Month, so for this month’s Cannon Curve guest, Phil welcomed Avery Fontaine, Head of Philanthropy and Impact at PNC Bank Hawthorn.
Hear how Avery got into philanthropy and impact planning. She shares a unique perspective on how to think about the strategic side of planning, gives insight into the role behavioral economics has in the planning process, why the 'Why' is so important in these conversations, and so much more. Listen in! 'Tis the season of Giving!
Resources:
Avery Fontaine, Head of Philanthropy and Impact at PNC Bank Hawthorn - https://www.linkedin.com/in/avery-fontaine/
Greg Dees, a Pioneer of Social Entrepreneurship - https://today.duke.edu/2013/12/gregdees
Jed Emerson, Originator of the concepts of Blended Value and Total Portfolio Management - https://www.blendedvalue.org/about-jed-emerson#:~:text=Originator%20of%20the%20concepts%20of,performance%20with%20social%2Fenvironmental%20impact
Start With Why, Simon Sinek - https://simonsinek.com/books/start-with-why/
Please send Comments, Questions, and Feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
In this month’s episode of the Cannon Curve, Phil is joined by Jennie Menzie. She serves as the President, Chief Operating Officer, and Corporate Counsel of Cumberland Trust Company in Nashville, Tennessee. She holds a B.S. in Business Administration from Auburn University, received her J.D. from Vanderbilt School of Law, is a Fellow in Charitable Estate Planning from the Institute of Charitable Estate Planning, and serves on the Board of Directors of The Association of Trust Organizations.
Phil and Jennie discuss a path forward to simplifying and improving estate planning utilization. Estate planning is more than a piece of paper; listen to hear Jennie’s perspectives and processes about estate planning.
Resources:
Jennie Menzie, President, Chief Operating Officer, and Corporate Counsel of Cumberland Trust Company https://cumberlandtrust.com/member/02-menzie-jennifer/
Please send Comments, Questions, and Feedback to: mojo@cannonfinancial.com
For the September Cannon Curve, Phil is joined by a longtime personal and professional friend, John Phoenix, Founding Partner of Wealth Advisory Growth Network, President of AiK2 Insurance Services, He is a former Senior Sales Strategist with Envestnet and has owned and operated multiple RIA groups.
Listen in to learn more about WAGN, advisor choice, the decision, benefits, and challenges of ‘going independent’, and the role technology and outsourcing can have in success.
Resources:
John Phoenix - https://www.linkedin.com/in/john-phoenix-0b98394/
Founding Partner, Wealth Advisory Growth Network - https://wagn.biz/about-us/
President, AiK2 Insurance Services - https://aik2.com/#contact-us
Please send Comments, Questions, and Feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
The wealth management industry has been forced to adapt to new realities in recent months and years, but we aren’t the only ones; college sports have experienced disruption too. Changes have forced college coaches to adapt their recruiting and retention strategies.
This month, Phil had Scott Stricklin, Head Baseball Coach at the University of Georgia, as our guest. Scott shares some of his insights and philosophies on identifying recruits and leading, developing and retaining his players.
This episode is FULL of great takeaways. Take note from this college coach; he may just teach you a thing or two about what you could be doing differently to better recruit, retain, and develop your team.
Resources:
Scott Stricklin, Head Baseball Coach for the University of Georgia - https://georgiadogs.com/sports/baseball/roster/coaches/scott-stricklin/3027
Please send Comments, Questions, and Feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
The Cannon Curve guest for July is Paul Lesser. Paul is the Principal of PHL Advisory Services and is a new addition to the Cannon Adjunct Faculty. He has a wealth of knowledge in the areas of Human Resources and Recruiting after almost three decades of experience.
We are in a war for talent. Listen to this episode to hear Paul unpack key challenges in recruiting and retaining and provide insight on possible solutions.
Resources:
Paul Lesser, Principal of PHL Talent Advisory Services - https://www.linkedin.com/in/paul-lesser-3942114/
“Talking Talent” webinar *releases on August 25th
Please send Comments, Questions, and Feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
This month’s guest on The Cannon Curve is Phil’s Senior Flight Instructor, Co-Founder of Dragonfly Aviation, Jon Lambeth.
Get ready for takeoff! Listen to this episode to hear Jon share how he turned his passion into a business and career.
Resources:
Jon Lambeth, Dragonfly Aviation - https://www.dragonflyav.com/
Please send Comments, Questions, and Feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
May is Mental Health Awareness Month. This month, Phil is joined by a friend, fellow private pilot, and real estate development, Freeman Barber. He is resilient. When he encounters a problem, he figures out how to fix it and pursues it with vigor. Listen in to hear how he always finds a way through.
Resources:
Please send Comments, Questions, and Feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
In this month’s episode of The Cannon Curve, Phil is joined by Cannon student Mac Gardner, CFP®, CWS®, CRPC®, CRPS®. He is the Founder and Chief Education Officer of FinLit Tech, the author of two books, ‘Motivate Your Money!” and “The Four Money Bears,” and a Public Speaker
Mac’s passion for financial literacy is evident in this episode. He has served the financial services industry for over 20 years and has so much to share. Listen in to hear his story and his why, knowledge and insight (and even a few “Mac Nuggets).”
Resources:
Mac Gardner, CFP®, CWS®, CRPC®, CRPS®: https://www.linkedin.com/in/macgardner/
FinTech Lit: https://finlittech.com/
“Motivate Your Money!”: http://motivatewealth.com/
“The Four Money Bears: https://www.thefourmoneybears.com/
Please send Comments, Questions, and Feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
For the final episode of the Women in Finance series, Phil interviewed Emily Woodson, M. Ed., CFP®, a Partner at Financial House. Emily wraps a bow around the themes of the series.
Listen in to hear how she got into the financial services industry and why she focuses on clients, specifically women, in transition. She gives insight into ways financial professionals can help attract and retain new females in the industry and the importance of mentors.
Resources:
Emily R. Woodson, M.Ed., CFP®, a Partner at Financial House - https://www.financialhouse.com/team/emily-r-woodson
Emily Woodson LinkedIn - https://www.linkedin.com/in/emily-woodson-cfp%C2%AE-7557a95a/
Please send Comments, Questions, and Feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
Phil’s guest this month is Colleen France, Director of Career Advancement - Wharton MBA Program for Executives. Collen explains the processes you can take if you are yearning to take the next step in your career. Colleen also shares the most effective ways to grow your influence in your current organization, and how that translates into a more fulfilled life.
Are you ready? Listen in.
Resources:
Colleen France LinkedIn - https://www.linkedin.com/in/colleen-france-1a786a12/
Please send Comments, Questions, and Feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
Optimism can sometimes be perceived as naive or childish, while pessimism can seem smarter and more in touch with the world. Phil’s recent guest on the Cannon Curve is Erik Strid of Concentus Wealth Advisors, and he is challenging that notion. A self-proclaimed optimist, Erik shares quick anecdotes of optimism and strives to dismantle the idea of “fashionable pessimism.” Listen in.
Resources:
Erik Strid, Founding Principal of Concentus Wealth Advisors - https://www.concentus.com/cwa_team/erik-strid/
Please send Comments, Questions, and Feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
In this episode of the Cannon Curve, Phil is joined by Courtney Trimble, a former Division 1 golf coach who is now an entrepreneur. Listen in to hear how Courtney navigated a career transition and now works with other women as they find successful career in the business world through golf.
Resources:
Courtney Trimble, Founder and President of FORE Hire - https://www.linkedin.com/in/courtney-trimble-86a3266/
FORE Hire - https://www.forehireus.com/
Please send Comments, Questions, and Feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
In this month’s episode of the Cannon Curve, Phil had the opportunity to sit down with colleague and Veteran, Chuck Kind, to hear about his journey from U.S. Army helicopter pilot to a career in financial services. Chuck possesses an elegant combination of humility and confidence, which you can hear as he talks about his time in Iraq during the first Gulf war.
Resources:
Chuck Kind, Veteran and Retired Wealth Management Professional - https://www.linkedin.com/in/chuck-kind-b3164ba/
Please send Comments, Questions, and Feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
October is National Disability Employment Awareness Month, and our Curve guest, Susan Robinson, is redefining what it means to be disabled.
Susan is an entrepreneur, motivational speaker, tango dancer, yogi, and is currently training for a triathlon. It’s an episode you won’t want to miss. Listen in.
Resources:
Susan’s TED Talk – https://www.ted.com/talks/susan_robinson_how_i_fail_at_being_disabled/transcript?language=en
Susan’s LinkedIn – https://www.linkedin.com/in/susancrobinson/
Please send Comments, Questions, and Feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
This month’s Curve focuses on communication. Phil is joined by Carl Richards, a CFP®, author of The Behavior Gap, and creator of The Sketch Guy column. If you’ve ever seen one of Carl’s sketches, you can understand why he’s an expert on this topic.
How can you simplify your message when speaking to clients – and get to the point of elegant simplicity? How can you communicate your value? How does communication relate to trust?
Tune in today to find out.
Resources:
Carl’s LinkedIn – https://www.linkedin.com/in/thinkingcarl/
Carl’s website – https://behaviorgap.com/
Carl’s books:
The Behavior Gap: Simple Ways to Stop Doing Dumb Things with Money
The One-Page Financial Plan: A Simple Way to Be Smart About Your Money
Please send Comments, Questions, and Feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
In this episode of the Cannon Curve, Phil is joined by long-time friend John Yackel, Chief Executive Officer and Co-Founder of Trucendent. For his entire career, John has focused on providing solutions for financial advisors. Formerly, he was Head of Strategic Initiatives and Institutional Business Development for Envestnet.
Listen in to hear John unpack the democratization of estate planning, the importance of conversational competency and multi-generational client relationships, and why the difference is not in technology alone but the combination of art and science.
Resources:
John Yackel LinkedIn - https://www.linkedin.com/in/john-c-yackel
Trucendent Website - https://www.trucendent.com/
Complimentary Trucendent Webcast Growing Your Practice With Trust & Estate Planning on August 31st (1.4 CE Credits) - Webcast Registration
Complimentary Cannon Financial Institute Webinar Just the FACTs on September 8th - Webinar Registration
Please send Comments, Questions, and Feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
Listen in as we celebrate a milestone for The Cannon Curve and for Cannon Financial Institute. In this episode, Phil is joined by business partner Shane O’Neill, President and Chief Operating Officer,
Together, they unpack the past, present, and future of Cannon and the financial services industry.
Resources:
Please send Comments, Questions, and Feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
The timely theme of this month’s Curve is diversity and inclusion. Phil is joined by Chantalle Couba, the Joint Chief Inclusion and Diversity Officer and Chief of Staff, and John Pierce, Head of Business Development, from Cetera Financial Group.
A question our guests explore is, "Where do we go from here?" The first step is to understand humans more deeply. Could it be that simple? Listen in.
Resources:
Cetera Financial Group - https://www.linkedin.com/company/cetera-financial-group
Chantalle Couba, Joint Chief Inclusion and Diversity Officer and Chief of Staff, Office of the CEO at Cetera Financial Group - Chantalle C. | LinkedIn
John Pierce, Head of Business Development at Cetera Financial Group - https://www.linkedin.com/in/john-pierce-20ab946
Please send Comments, Questions, and Feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
We pass along life lessons. Some of the mentors and teachers who shared their wisdom that sticks with us are no longer living.
In this episode, Phil shares what he learned from seven impactful individuals from his past. He continues to share their words of advice and lessons with his daughters, colleagues, and now to you. Don’t miss this episode; it is unlike any other.
Resources:
Please send Comments, Questions, and Feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
Politics today. How did we get here? Where are we headed?
In this episode of the Cannon Curve, Phil is joined by political science expert Scott Buchanan; he has over twenty years of studying and teaching Political Science. He currently serves as the Department Chair of Government and Sociology at Georgia College & State University (GCSU).
Listen in as Scott explores historical leaders of the past and shares four key characteristics that made them great.
Resources:
Scott Buchanan, Ph.D. - https://www.gcsu.edu/artsandsciences/gov/faculty-staff-department-of-government-and-sociology
Please send Comments, Questions, and Feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
In this episode of the Cannon Curve, Phil is joined by Dr. Gary Mangiofico, Chair of the Board of Trustees for the Organizational Development network and Executive Professor of Organizational Theory and Management at the Pepperdine University Graziadio Business School. Listen in to hear Gary discuss the challenges leaders have faced throughout the pandemic and the emerging issues in leading post-pandemic. He also shares the tools and skill sets necessary for leaders to thrive. This episode is full of practical and applicable insight!
Resources:
Gary Mangiofico, Ph.D. -
https://bschool.pepperdine.edu/academics/faculty/gary-mangiofico/
https://www.linkedin.com/in/gary-mangiofico-ph-d-b246b85/
Please send Comments, Questions, and Feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
In a unique episode of the Cannon Curve, Phil interviewed Gene Lewis and John Jansing in person at the Trust Education Foundation Annual Conference in Pinehurst, NC earlier this week. Gene Lewis is Senior Vice President and Director of Trust Services for First Citizens Bank and John Jansing serves as owner and Chairman of Proxy Trust as well as CEO for O/G Trust Services.
Listen in to hear our guest's perspective and insight as they look back on the past year and reflect on the resilient trust and wealth industry that we’re in.
Resources:
Trust Education Foundation - https://www.trusteducationfoundation.com/trust-advisors-forum/overview/
Gene Lewis - https://www.linkedin.com/in/gene-lewis-7b535016
John Jansing - https://www.linkedin.com/in/john-jansing-ab761a46/
Please send Comments, Questions, and Feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
We are kicking off the first Cannon Curve episode of 2021 with Phil’s oldest daughter, Anna Buchanan, as our guest.
In this episode, Anna shares her unique perspective as a young professional who completed her MBA and began her career during the pandemic. Listen in for insight and advice on navigating life and work in a virtual environment.
Resources:
Anna Buchanan - https://www.linkedin.com/in/anna-buchanan33/
The Customer Comes Second, Hale Rosenbluth and Diane McFerrin Peters – https://www.harpercollins.com/products/the-customer-comes-second-hal-rosenbluthdiane-mcferrin-peters?variant=32117595045922
Please send Comments, Questions, and Feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
For the final Curve of 2020, Phil is joined by David Hill, President of Integrated Wealth Solutions, Inc. and Cannon Financial Institute Adjunct Instructor. David has had great success in the financial industry; however, his individual successes stretch far beyond wealth management. He is a father, husband, philanthropist, and leader for men. This episode will impact you; don’t miss it.
Resources:
David Hill, Managing Director of Investments at Integrated Wealth Solutions, Inc. - http://integratedws.com/david-hill.htm
David Hill, LinkedIn - https://www.linkedin.com/in/integratedwealthsolutions/?trk=pub-pbmap
Please send Comments, Questions, and Feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
In this month’s episode of the Cannon Curve, Phil is joined by Frank Schwartz, president of F3 Nation. Frank shares the story of this unique organization and his personal journey that led him to becoming president. Listen in to feel inspired and motivated to become your best self and to learn more about how you can also get involved with F3.
Resources:
F3 - https://f3nation.com/
Frank Schwartz, President of F3 - https://www.linkedin.com/in/frankschwartz/
Contact information:
Business email – frank@g31.com
F3 email – darkhelmet@f3.com
Please send Comments, Questions, and Feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback Submissions to: mojo@cannonfinancial.com
In this month’s episode of the Cannon Curve, Phil is joined by two influential females from The Rudin Group, Founder and CEO April Rudin and President Brooke Worden.
With tremendous courage and insight, in the midst of the 2008-2009 financial crisis, April launched The Rudin Group, a global wealth marketing firm. Brooke began her professional career as a consultant, but her love of journalism led her to be a reporter which then led to the national marketing and public relations world where she first met April by chance. There are so many takeaways from this episode. Listen in to hear the dynamic team’s chemistry and the incredible conversation.
Resources:
April Rudin, Founder and CEO of The Rudin Group - https://www.linkedin.com/in/aprilrudin/
Brooke Worden, President of The Rudin Group - https://www.linkedin.com/in/brookeworden/
The Rudin Group - https://therudingroup.com/
The New Digital Thundering Herd – High Net Worth Baby Boomers by April Rudin, Forbes Contributor - https://www.forbes.com/sites/aprilrudin/2020/10/13/the-new-digital-thundering-herdhigh-net-worth-baby-boomers/#2cad5b9330a7
Jim Rohn quote - https://www.goodreads.com/quotes/1798-you-are-the-average-of-the-five-people-you-spend
Please send Comments, Questions, and Feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback Submissions to: mojo@cannonfinancial.com
This episode marks the 50th Cannon Curve, and it is truly a special one. We took 10 of our most popular conversations and created one unique episode. Listen in as leaders of all ages and industries share their stories about how they got where they are, what they have learned along the way, and the importance of giving back and serving others. Celebrate with us; it’s a long one but full of the best insight. Here’s to the next 50!
Resources:
Episode 1: Kessel Stelling
Episode 7: Kyle McDonald
Episode 14: Ron Blue
Episode 15: Ben Ayers
Episode 18: Nick Stonestreet
Episode 22: Bill Crager
Episode 24: Erinn Ford
Episode 25: Noreen Beaman
Episode 34: Kimberly Beck
Episode 36: Megan Carpenter
Please send Comments, Questions, and Feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
In this episode of the Cannon Curve, Phil is joined by colleague Houston Gaines. In addition to Houston’s work at Cannon, he serves in the Georgia legislature and has held many governmental roles and in the nonprofit arena.
Join Phil and Houston as they unpack a listener’s question about leadership roles in a non-profit versus for-profit and the role of leaders regardless of the organization.
Resources:
Houston Gaines: Georgia Representative https://www.houstongaines.com/
Jack Kingston, Former U.S. Representative http://jackkingston.org/
Please send Comments, Questions, and Feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback Submissions to: mojo@cannonfinancial.com
In this month’s episode of the Cannon Curve, Phil is joined by industry leader Steve Gresham. Steve is a Wealth Management Execution Consultant, Entrepreneur, and Whealthtech Investor. He is a thought leader and thought innovator. His “in the trenches” leadership and effective communication tactics have led him to great success. He is an example of persistent patience and authenticity. You will learn something from not only Steve’s narrative but also his approach and his character; this episode is full of invaluable insight and perspective and one that you do not want to miss.
Resources:
Steve Gresham: https://www.linkedin.com/in/steve-gresham/
Managing Principal, The Execution Project, LLC/The Gresham Company: https://www.theexecutionproject.com/team
https://www.thegreshamco.com/about
Chairman of the Board and Investor, Whealthcare Solutions, Inc.: https://www.whealthcareplan.com/about
Please send Comments, Questions, and Feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
For this month’s episode of the Cannon Curve, we have repurposed a resource that Phil and two other Cannon colleagues, Bill Eustis and Shannon Price, created for a nearby university. Due to COVID-19, the student’s summer internships were canceled. A proactive professor asked for advice from leaders to serve as a replacement for their missed internship experience. We encourage you to share this episode with other young professionals. What advice would you give them as they begin their career? Listen in and pay it forward; be a mentor/sponsor.
Resources:
Phil Buchanan, Executive Chairman: pbuchanan@cannonfinancial.com
Bill Eustis, EVP and Director of Institutional Sales: beustis@cannonfinancial.com
Shannon Price, SVP and Managing Consultant: sprice@cannonfinancial.com
Please send comments, questions, and feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
In this month’s episode of the Cannon Curve, Phil is joined by two personal and professional friends, Jay Hummel and John Pierce.
Listen in as they debate whether we will see similar recruit (advisor) movement in the second half of 2020 and into 2021 as we saw in 2008 and 2009. They also discuss areas of best potential growth and shrinkage of personnel in the years to come. This episode is full of insight about the future of the financial services industry.
Resources:
Jay Hummel, Wealth Advisors Growth Network, Partner and Co-founder: https://www.linkedin.com/in/jay-hummel-33695114/
John Pierce, John Pierce Consulting, Founding Partner: https://www.linkedin.com/in/john-pierce-20ab946/
Please send comments, questions, and feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
In this special episode of the Cannon Curve, Phil is joined by Linda Eaton, Executive Vice President of Cannon and Behavioral Finance Expert.
How do you lead a client through an unexpected turn in the market? What can you possibly say to a client when you are just as uncertain? Moreover, how do you even connect with clients now that you are working remote? Listen in as two of our very best offer insight into how to navigate our current state of the affairs.
Resources:
Please send comments, questions, and feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
In this month’s episode of the Cannon Curve, Phil is joined by Denise Sinclair, most recently the CEO and founder of ETOILEglobal. She is not only an outstanding leader but an incredible go-getter.
She has followed ideas with actions, and it has led her to live out quite the journey. This episode is one that everyone will have something to take away from and no one will want to miss; join in and experience her journey.
Resources:
Denise Sinclair, Founder and CEO of ETOILEglobal
917-753-0075
denise@etoileglobal.com
www.linkedin.com/in/denisesinclair
Please send comments, questions, and feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
On this month of the Cannon Curve, we welcome special guest, Camille Martin. Camille is currently a Senior Editor for the Centers for Disease and Prevention (CDC) as well as a registered dietitian.
Many life experiences have shaped her into the person she is today. Through her passion, she is able to serve women. To learn more about her impact, tune in as Phil and Camille unfold her story.
Resources:
Camille’s Website: https://camillemartinrd.com/
Camille’s Facebook: http://bit.ly/38syV0C
Camille’s Book: https://amzn.to/2HnpVO8
Please send comments, questions, and feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
Welcome to the first Cannon Curve of the year! Joining Phil is special guest, Melina Selimbegovic. Melina brings humbleness and passion to her personal and professional life. Not only does she add value to her firm and the financial services industry but also to her community.
As you listen in, we hope you find Melina’s story to be unique and inspiring. You don’t want to miss it!
Resources:
Melina’s Linkedin: http://bit.ly/2tTRmM7
Please send comments, questions, and feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
Our latest Cannon Curve guest is both an entrepreneur as well as an investor. George Hubbard is the founder and managing partner of Algonquin Advisors, LLC and more recently, the co-founder and CEO of T21 Trustees, Inc.
Join George and Phil as they unpack this episode filled with insightful and meaningful information. There is so much you can take away from this episode; take time to listen, learn, and apply the lessons to your own life.
Resources:
George Hubbard: https://bit.ly/2tgrklR
Algonquin Advisors, LLC: https://bit.ly/36Ey5w9
T21 Trustees, Inc: https://bit.ly/2RX0Y2B
Please send comments, questions, and feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
This month’s guest is a leader, influencer, and problem-solver for his community. We welcome Georgia Public Service Commissioner, Tim Echols, to the Cannon Curve. He has built his life on service. In this episode, Tim explains his role as Commissioner and the impact it has on the community. He is also the founder of TeenPact and radio show host of “Energy Matters.”
Join Tim and Phil as they unpack his story. Tim is one of a kind; the world needs more people to serve like him.
Resources:
Tim Echols, Facebook: https://bit.ly/2NOCO6W
Tim Echols, Twitter: https://bit.ly/2NrWAG9
Tim Echols, LinkedIn: https://bit.ly/36MC378
Georgia Public Service Commissioner, Tim Echols: https://timechols.com/
Radio show, “Energy Matters”: https://bit.ly/2NshMfp
TeenPact: https://teenpact.com/
Former Georgia Commissioner of Insurance, Ralph Hudgens: https://ballotpedia.org/Ralph_Hudgens
Truett Cathy: https://bit.ly/2JZ0Kn4
“Amazing Grace”: https://imdb.to/2NOgkCP
Proverbs 15:1: https://bit.ly/34PaKr1
Please send comments, questions, and feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
Cannon sees the value and necessity in having an internship program. Through the program, Cannon is able to provide college students and/or young professionals with opportunities to learn through real projects while managing real expectations. Such opportunities allow them to further develop their knowledge and skill sets.
Joining Phil this month are four outstanding individuals from Cannon’s Summer internship program. Each one of them brought unique assets and perspectives to the Cannon Family. We welcome Mary Clark Ferguson, Erik Norstedt, Anna Buchanan, and Trevor Tinder to the Cannon Curve. Tune in to the episode to learn more about their time as an intern!
Resources:
Mary Clark Ferguson, LinkedIn: https://bit.ly/2om66At
Erik Norstedt, LinkedIn: https://bit.ly/2mGK4bi
Anna Buchanan, LinkedIn: https://bit.ly/2nAeIng
Trevor Tinder, LinkedIn: https://bit.ly/2nzFMTB
Richard Ray: https://bit.ly/2qjc1HT
“Start with Why” by Simon Sinek: https://bit.ly/30U2cfY
“Don't Sweat the Small Stuff ... and it's all small stuff: Simple Ways to Keep the Little Things from Taking Over Your Life” by Richard Carlson: https://bit.ly/2JQI4os
Erk Russell: https://bit.ly/31VAIYB
Please send comments, questions, and feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
This month’s Curve guest is an advocate for the University of Georgia Bulldogs. At a young age, Jeff Dantzler found his love for sports; he has broadcasted for the school over 26 years now.
His passion, love, and loyalty to this school are evident in the work he does. Listen in as Jeff shares takeaways he has learned from influential leaders such as Erk Russell, Dan Magill, and Kirby Smart.
Resources:
LinkedIn: https://www.linkedin.com/in/jeffcdantzler/
960 The Ref: https://www.960theref.com/entertainment/personalities/jeff-dantzler/ysS338AwgT1yQMVJcirp6J/
Erk Russell: https://dawgs.us/2lX7AjA
Dan Magill: https://bit.ly/2ksu1wO
Kirby Smart: https://bit.ly/2kSMC58
Please send comments, questions, and feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
This month’s curve guest brings passion, drive, and leadership to the financial industry. She is a hard worker and an even better mother. Megan Carpenter is joining us today to share with us her insights and perspectives from a communication and marketing standpoint.
She fell into the financial industry by chance. However, since she started, she has narrowed her focus. Megan’s career has led her to be the CEO and Co-Founder of FiComm, a leading communication, and marketing firm for financial services. Listen in to this episode as it is packed full of good information that you don’t want to miss.
Resources:
Megan Carpenter’s LinkedIn: https://bit.ly/2U9DI0D
FiComm: https://bit.ly/30Ff6ix
Please send comments, questions, and feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
This month’s Cannon Curve guest has built a highly successful career from the ashes of his business failure. Kevin Lee has elevated his career from humble beginnings of consulting in financial services to superior at on-boarding with firms and turning them around or helping guide them in their time of growth.
Listen in today, as we can all take advice and lessons from Kevin; he has found and leveraged the aspects he is good at while utilizing tools and resources from others to maximize his success.
Resources:
Kevin Lee’s LinkedIn: https://www.linkedin.com/in/kevinrlee/
“The First 90 Day’s” by Michael D. Watkins: https://bit.ly/32hPn0Y
Please send comments, questions, and feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
Not only is this month’s Curve guest an outstanding female in the financial industry, she is also an exceptional mother to her family of six. Kimberly Beck began her career in the marketing department of a publication firm; she has since climbed the ladder to be a leading Executive for one of the top FinTech firms.
Through hard work, collaboration, and determination to add value to every situation she is a part of, Kimberly has grown to become an invaluable team member. Listen in as she shares her insight on the future role of technology in the industry and the importance of diversification and mentorship.
Resources:
Kimberly Beck’s LinkedIn: https://bit.ly/2HKVFN0
Article’s written by Kimberly Beck: https://bit.ly/2KskEZa
Investment News: https://bit.ly/2JzzBsi
Envestnet: https://www.envestnet.com/
Please send comments, questions, and feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
This month’s Curve guest is a conundrum in the eyes of most people as he is both a successful entrepreneur as well as a lawyer. At a young age, Corey Kupfer knew he had the ability to do both and he has maximized resources and opportunities to accomplish his aspirations.
Corey is an excellent example of a person who sets goals and follows them through until they are achieved. Listen in as Corey Kupfer shares his journey to success.
Resources:
Kupfer & Associates, PLLC: https://kupferlaw.com/
Book: “Authentic Negotiation-Clarity, Detachment & Equilibrium: The Three Keys to True Negotiation Success & How to Achieve Them”: https://bit.ly/2VzmgSg
Podcast: “Fueling Deals”: https://bit.ly/2WSbFTD
For more information about Corey Kupfer visit: https://bit.ly/2QctlXI
Contact information: cory@coreykupfer.com
Please send comments, questions, and feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
From working in the banking industry to creating the world’s first educational program on FinTech in banking, there is no stone left unturned by JP Nicols on his path to innovating the financial industry. His experience in merging new technology with common financial challenges sets him apart from any other professional in the industry.
This month, we discuss the changing role of technology in today’s business world and the importance of adapting with it. JP’s pioneer spirit has given him a unique perspective that we are thrilled to share on today’s episode.
Resources:
JP Nicols Profile: https://bit.ly/2UZa8gR
JP Nicols Website: http://jpnicols.com
Please send comments, questions, and feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
Our latest Curve guest is a well-established and trusted professional in the financial services industry who shares his experience manuevering through the highs and lows of entrepreneurship. From a young, ambitious entrepreneur to a seasoned and successful leader in the financial industry, John has truly seen it all.
Listen in today as we are joined by John Jansing to discuss the trials and tribulations of entrepreneurship and the importance of putting in the hard work to achieve your goals. No matter the obstacles you may face, by taking action that is true to your vision anyone can find a path to success.
Resources:
John Jansing: https://bit.ly/2UJQan2
Proxytrust: https://bit.ly/2TkqZWE
Please send comments, questions, and feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
Changing career paths can seem intimidating, but our latest guest on the Cannon Curve proves how rewarding it can be. Instead of intimidation, Dr. Daniel Crosby felt inspiration to bring the skills he built as a psychologist to the financial services industry. In doing so, he found the perfect intersection between behavioral psychology and financial advising.
Tune in to this month’s episode of the Cannon Curve to discover the simple secret to building a skill set that can bring you success no matter the path you decide to follow.
Resources:
Daniel Crosby TEDxHuntsville: https://bit.ly/2SyVUCn
Daniel Crosby TEDxHuntsville: https://bit.ly/2Gd8AZS
Daniel Crosby LinkedIn: https://www.linkedin.com/in/danielcrosby/
Nocturne Capital: http://www.nocturnecapital.com/about/
Please send comments, questions, and feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
Never one to shy away from a challenge, Sharon Pryse has overcome many obstacles to become the successful businesswoman she is today. From building a company from the ground up to hiking the Grand Canyon, there is no adventure that Sharon can’t conquer.
This month on the Cannon Curve, we interview the founder and CEO of the Trust Company of Tennessee, Sharon Pryse. Tune in as we discuss the evolving role of women in the financial industry, the difficulties and rewards of founding a company, and much more.
Resources:
The Trust Company of Tennessee: https://www.thetrust.com
Sharon Pryse: https://www.linkedin.com/in/sharon-miller-pryse-369067b/
Please send comments, questions, and feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
Bob Peterson defines leadership as having the ability to influence others, and no one is able to do this with such grace and vision as Bob, himself. Bob’s willingness to seamlessly adapt to changing circumstances is a testament to his calm and collected nature and impeccable work ethic.
In this month’s episode, Phil and Bob discuss how to balance the different components of the physical, mental and intellectual domains of your professional life. Tune in to discover how achieving this balance will provide you with the necessary insight to maximize your professional decisions.
Resources:
Bob Peterson- https://www.linkedin.com/in/robertwpeterson/
Contact Info:
Email: bobpeterson@me.com
Phone: (612)-865-9300
In today’s society, it is more important than ever for companies to communicate their values to their customers and clients in a tangible way. Our latest guest advises us on how to engage, expose, and equip employees to ensure that they believe in and are conveying your company’s values to the fullest.
In this month’s episode, we hear from the inspiring and knowledgeable founder of ADDO Worldwide, Kevin Scott. Tune in as Kevin discusses how to create win, win, win situations so that every party involved can leave with a satisfied feeling.
Resources:
Kevin Scott- http://kevinpaulscott.com/
“The Lens of Leadership”- http://kevinpaulscott.com/the-lens-of-leadership/
“8 Essential Exchanges”- http://kevinpaulscott.com/8-essential-exchanges/
Just as Jeff McManus has transformed the landscaping at the University of Mississippi into an award winning, nationally recognized campus, he has also transformed average professionals into exceptional leaders.
Jeff walks us through the strategies for leadership development that he teaches to companies and individuals through Jeff McManus Corporate Training and Consulting, and shares how he has managed to be successful in influencing hearts and minds through his work. His proficiency in communication and professional development has allowed him to make a difference by “growing weeders into leaders”.
Resources:
Jeff McManus: https://bit.ly/2zPLpSZ
“Growing Weeders Into Leaders”: https://amzn.to/2L5lDiQ
“Pruning Like A Pro”: https://amzn.to/2LtOVUy
A prime example of commitment and dedication, Noreen Beaman has worked at Brinker Capital for 29 years, serving in various positions throughout her tenure. Her experiences in each position have allowed her to learn about every facet of Brinker Capital, building a strong overview of the company that ultimately set her up for success in her current role as CEO.
As we walk through the defining moments and teachable experiences throughout Noreen’s career arc, she shares valuable insights on enhancing the culture of a company as well as how to own your voice as a female in the financial services industry.
Resources:
Noreen Beaman: https://bit.ly/2vVrvk9
The views expressed are those of Brinker Capital and are not intended as investment advice or recommendation. For informational purposes only. Brinker Capital, Inc., a Registered Investment Advisor.
Erinn Ford, President of KMS Financial, stumbled into the financial services industry after graduating from the University of Washington with a degree in Speech Communication. Beginning her career in her family’s practice, she used her experiences there as stepping stones to reach her ultimate goal of becoming an executive leader.
On today’s episode, Erinn shares the lessons she has learned throughout her career that have given her the confidence to empower not only herself but others as well. She is a strong advocate for women in financial services and is an inspiration to many—tune in now to hear her story.
Resources:
Erinn Ford: https://prn.to/2NLQ8YW
KMS Financial: https://bit.ly/2Jet4hI
Keeping us ahead of the Curve today is Jud Doherty, President, and CEO of Stadion Money Management. Referred to as the “Uber of the financial services industry,” Stadion offers highly innovative, tech-based solutions to help clients meet their long-term goals.
Three key themes come up in today’s conversation: professional reinvention, the importance of customization to fit the needs of each individual client, and the execution of innovative ideas. Jud’s deep understanding of these topics has not only shaped him as a leader but has positioned Stadion as a noteworthy market disruptor today.
Resources:
Jud Doherty: https://bit.ly/2KaYGKP
Stadion Money Management: https://bit.ly/2lxPBNc
If you work in or are familiar with the financial services industry, you have most likely heard of Envestnet, a leading provider of wealth management solutions. Today, we are excited to sit down with Envestnet President and Co-Founder, Bill Crager, to discuss how his success story came to fruition.
As an entrepreneur, manager and community member, Bill has always looked for unique ways in which to create meaningful opportunities for other individuals. His outlook on this industry as a vessel for positive social change is promoting a significant change in the stereotype many have previously held regarding financial services as deceptive. Bill’s values, courage, and tenacity have shaped him into the inspiring leader he is today.
Resources:
Bill Crager: https://bit.ly/2KMXitm
Envestnet: https://bit.ly/2J2w84J
Ernest Hemingway Nobel Peace Prize Speech: https://bit.ly/2ILUpsk
The most memorable mentors are often the ones that provide the resources to help guide success rather than dictate a specific course of action. Rich Immesberger, Head of Trust and Estate Services at BMO Harris Bank, embodies this type of influential leader.
As we walk through Rich’s professional narrative, it becomes clear that he is open to change as it comes his way and sees it is an opportunity for advancement. His calm demeanor and positive attitude are reflective of his values of holding personal happiness and fulfillment to the highest priority. We are excited to share his insights with you today.
Resources:
Richard Immesberger: https://bit.ly/2w9HBKx
BMO Harris Bank: https://bit.ly/2wcUOSF
Joining us today is Brent Chandler, CEO of FormFree, a company pioneering the digital evolution of lending. From his time serving in the U.S. Marines to his time at Merrill Lynch to his entrepreneurial endeavors, Brent always strives to better himself and find the biggest and best opportunities.
In our conversation, we discuss the innovation necessary to tackle issues and construct creative strategies in today’s financial industry. We are moving at a rapid pace, and Brent’s visionary efforts are helping to build the future of financial services, but this is only the beginning. Where can we expect technology and modernization to take us from here?
Resources:
Brent Chandler: https://goo.gl/FR3eXL
FormFree: https://goo.gl/sDLGKm
Keeping us ahead of the Curve today is an individual who takes a unique approach to the financial services industry—understanding human behavior, not just numbers. By applying behavioral psychology to his company’s business principles, Hugh Massie provides practical solutions for clients to become financially self-empowered and for leaders to become relational and successful.
Mr. Massie, CEO of DNA Behavior International, walks us through his intriguing professional narrative, rich with international experience and entrepreneurial pursuits. Tune in to hear his story and insights on how you can learn more about yourself in order to become a more effective leader.
Resources:
DNA Behavior: http://dnabehavior.com/
Hugh Massie: http://behaviorallysmart.com/hugh-massie/
Hugh Massie on LinkedIn:
https://www.linkedin.com/in/hughmassie/?trk=nav_responsive_tab_profile
On today’s episode, we talk with Nick Stonestreet, international businessman, and CEO and Chairman of the Board of Thrivent Trust Company. With experience in small-scale startups, corporations, financial services, international business, and entrepreneurship Nick has developed an explorer persona and acquired a different, broad view of what talent is.
Nick’s humble ability to implement strategies that are in the best interest of those he works with make him a force for good in the financial services industry today. We know you will learn a great deal from his insights.
Resources:
Nick Stonestreet: https://goo.gl/bX1fmt
Ronald Blue Trust: https://www.ronblue.com/
Thrivent Trust Company: https://goo.gl/xtQGX3
Michael Gerber: The E-Myth Library: https://goo.gl/V5LPXm
There are few people with the passion, drive, and dedication embodied by today’s Cannon Curve guest, Jay Hummel, the Senior Vice President of Direct Sales and Service at American Century Investments.
With only seventeen years of experience, Jay is what we’d call a “young leader” in the financial services industry, however he is far from inexperienced. Today, he brings us fresh ideas of management and strategy while emphasizing the importance of “paying it forward” in developing his community and his workplace. We are excited to share his story with you.
Resources:
Jay Hummel: https://goo.gl/dtujEz
American Century Investments: https://goo.gl/1EdaUL
Fuel Cincinnati: https://goo.gl/xiiEyy
Today, we meet Trey Ruch, CEO of LibertyFi, a wealth management platform and middle-office consultancy firm. Prior to his current role, Trey navigated a successful banking career throughout a variety of roles and firms. Then, Trey hit a fork in the road which pushed him to engage a few trusted colleagues and start his own company.
Trey translates his over thirty years of experience into lessons applicable to us all. As you listen to insights from this noteworthy professional, we know you will find key takeaways to enhance your career and improve your success.
Resources:
Trey Ruch: https://www.linkedin.com/in/walter-a-ruch-iii-5a63b442/
LibertyFi: https://libertyfi.com/
As we each make the journey on our individual path to success, there are always educators, mentors and leaders that influence our decisions and push us to the next level. Joining us today is Ben Ayers, who, in his role as Dean of the Terry College of Business at the University of Georgia, has managed to be all three to thousands of students as they make the transition to the next big stage of their lives.
Dean Ayers did not initially plan to pursue a career in academia, but rather started as a tax manager at KPMG before returning back to school to obtain his PhD. He shares with us the values, guidance, and passion that led him to switch paths and start a new career at the University of Georgia. Dean Ayers is one of only two professors to be awarded both the American Taxation Association’s Outstanding Manuscript Award and the American Accounting Association’s Competitive Manuscript Award, demonstrating the expertise in the financial service industry that has shaped his success in leading the business school.
On today’s episode, Dean Ayers uses his story and experiences to inspire others to follow their passions and constantly strive to improve as a leader. We hope you enjoy the show.
Resources:
Dean Bean Ayers: https://goo.gl/f8sZd4
Terry College of Business: https://goo.gl/zk3JiR
What do a cell phone, a minivan, and Ronald Blue & Co. have in common? Nobody was asking for them when they were invented. Ronald Blue is a mission-driven visionary in the business of developing solutions beyond what currently exists. He begins his entrepreneurial narrative in financial services, pivots 180 degrees when he exits his firm to work full-time in ministry, and then is pulled back to the industry with the vision of marrying the language of Wall Street to biblical principles. He currently serves as Kingdom Advisors’ Founding Director, carrying out his novel mission of converting biblically-based financial advice into its own niche industry.
Today, as we reflect on Ron’s professional journey, we highlight the lessons that molded his perspectives and strengthened his aptitude for leadership. We discuss the pivotal insights he realized during his mission trips to Africa and elicit the leadership wisdom that he has absorbed through fifty years of experience and continued observation. The body of work he has produced is a living testament to faith-based leadership; simply glancing at his accomplishments is enough to realize the immeasurable influence he has had on individuals around the globe.
Resources:
Ronald Blue (Kingdom Advisor’s Board of Directors): https://kingdomadvisors.com/about/board
Kingdom Advisors: https://kingdomadvisors.com
Ron Blue Institute: http://www.ronblueinstitute.com
At each phase of the leadership curve, eye-opening perspectives and transformative realizations surface. The lessons learned early on in one’s career are specific to that time period and differ from the lessons learned at a later stage. Today, we focus on young, developing leadership with our accomplished guest, Houston Gaines.
Although Houston is early in his professional career, he is far from inexperienced. He served as Student Body President at both his high school and The University of Georgia, he led a successful campaign for the incumbent candidate in a local mayoral race during his freshman year of college, and upon graduation from The University of Georgia, Houston ran for Georgia’s 117th District House Seat. He has repeatedly proven his keen aptitude for leadership with humility and perseverance and is an individual who is on the path to boundless success.
Resources:
Houston Gaines: http://www.houstongaines.com/
Compelling stories often take time to share in their entirety. Thus, we follow up part one of Lori Hardwick’s interview by focusing on the three core values that have shaped her leadership success and discuss the experiences that led her to become an active voice behind the Women in Wealth initiatives.
In yesterday’s episode, we chronicled the path that Lori Hardwick has carved from her first position at GKST to her current role as President and Co-founder of Advisor Innovation Labs. Today, Lori reveals her most effective leadership practices in a way that is applicable to not only aspiring leaders, but also to those who wish to further develop their professional impact on others. We then conclude the episode by pivoting to a topic Lori personally resonates with: Women in Wealth Management. What are the implications of an uneven ratio of men to women in the wealth management industry? What strategies can we actively employ to appeal to more young women? Tune in to find out.
Resources:
Advisor Innovation Labs: https://advisorinnovationlabs.com/
Uncovering opportunities for unconventional entrepreneurship, finding the right problems to solve, and navigating bold career moves: just three of the themes we encounter as we chronicle the professional narrative of Lori Hardwick, President and Co-founder of Advisor Innovation Labs.
In today’s episode, we share part one of a two-part story. We reflect on the past positions Lori has held, and dive into how those experiences have shaped the leadership perspectives she exhibits today. Her ambition, self-awareness, and innovative nature have contributed to her profound success and positioned her as an acclaimed thought leader in the financial services industry. Lori has left a noticeable impact on each company she has served, and continues to impact the financial industry through her recent entrepreneurial endeavor, A.I. Labs. With all of her revered success, can you believe that she fell into the industry by chance?
Resources:
Advisor Innovation Labs: https://advisorinnovationlabs.com/
Today we stroll down the path that has positioned Gary Stringer as the President, Chief Investment Officer, and co-founder of Stringer Asset Management. His story is rooted deep in the financial industry, having served in roles at Franklin Templeton, Legg Mason, and Morgan Keegan prior to his bold venture into entrepreneurship.
We begin this episode by uncovering early career lessons that have not only provided Mr. Stringer insight about himself, but have also shaped the way he serves his current clients. These initial lessons follow him through his professional journey, and are echoed in the leadership traits he upholds. His “ice on the wing captain” leadership approach, strategic decision-making techniques, and thoughtful team-dynamic considerations have all contributed to the continued success he has earned. Whether you are a seasoned leader or a budding entrepreneur, Stringer’s insights and perspectives will add value to your leadership pursuits as well as your business endeavors.
Resources:
Gary Stringer Bio: http://stringeram.com/our-team.aspx?type=investments
Contact Gary Stringer:
Email: gary.stringer@stringeram.com or info@stringeram.com
Phone: (901) 800 – 2956
Today on the Cannon Curve we retrace Mark Garrett’s professional narrative and discover the challenges and accomplishments that have led him to his current role as Executive Chairman of Moors & Cabot. Garrett has served in a diverse array of industries and has experience with startup firms, privately held businesses, international consulting firms, as well as family-owned businesses. Through these endeavors, he has gained a wide breadth of operating and leadership experience. Today we uncover the lessons he has learned that have helped define his success.
We begin this episode reminiscing Garrett’s high school job as a busboy and the role it played in shaping a sturdy foundation for his future. Continuing along his professional journey, Garrett defines his perspective on the difference between a manager and a leader, the importance of a strong culture and the “long race” patient leadership requires. We dive further to find that great leaders not only lay a strong foundation for success but also recognize that they “can’t beat experience” when it comes to enhancing their impact.
Resources:
Jim Collins – Good to Great: http://www.jimcollins.com/books.html
Today, we discuss the impact that creativity and innovation have had on Tony Guthrie’s professional path and how they have led him to his current role as Executive Chairman of TMI Holdings Incorporated and TMI Trust Company. Over four decades ago, Mr. Guthrie began building an incredible career driven by his passion for the industry. He has excelled in a variety of entrepreneurial and leadership roles with companies including Bankers Trust South Carolina, First Union, Reliance Trust Company, and TMI.
What experiences and opportunities have curved Mr. Guthrie’s leadership practices? What has motivated him to continue down this entrepreneurial path?
In this episode, we will explore Tony’s story, his numerous accomplishments and entrepreneurial endeavors, and his talent for changing the course of a business for the better.
Resources:
Tony Guthrie: https://www.tmico.com/about-tmi/
TMI Trust Company: https://www.tmico.com/
LinkedIn: https://www.linkedin.com/in/anthony-guthrie-3419a71a/
Joining us on the Cannon Curve today is Kyle McDonald – Founder and Chief Executive Officer of Argent Financial Group. Mr. McDonald’s story is unique in that he has driven an entrepreneurial path in an industry rooted in tradition and relatively slow to change. Prior to his role at Argent, Kyle served as an Associate Attorney at Taylor, Porter, Brooks & Phillips; then, from 1985 – 1990, served as the Vice President & Trust Officer of Ruston State Bank. In 2016, McDonald received the Ernst & Young Entrepreneur of the Year Award for his innovative achievements and commitment to excellence; and in 2014, was recognized as Louisiana Tech Business School Alumnus of the Year.
In this episode, we will touch on the concept of humble confidence – a characteristic of Kyle’s leadership style that helped him drive Argent Financial Group to the success it knows today. We will also discuss the measured risk involved in stepping away from a larger bank to become independent, talk about the importance of finding passion in your work, and analyze the factors that are crucial to successful M&A activity. Enjoy the show!
Resources:
Kyle McDonald – EY Entrepreneur of the Year Award: https://argentfinancial.com/press-release/ey-announces-winners-for-the-ey-entrepreneur-of-the-year-2016-gulf-coast-area-award/
Argent Financial Group: https://argentfinancial.com/
Yesterday marked an exciting event in Cannon’s history – the official launch of our newest podcast series, the Cannon Curve. This is a podcast dedicated to sharing the narratives of top thought leaders across a varied industry spectrum, and formatted to give our listeners unique, first-person insight into what characteristics and habits create a successful leader.
Today, Executive Chairman and Cannon Curve host, Phil Buchanan, sits on the other side of the microphone to answer a few questions about the release of the new series. We start our program by talking about the insights Phil hopes to bring from the leaders he interviews, and then wrap things up by getting to know a little more about Phil’s perspective on the value of leadership.
Resources:
Please send feedback, questions, or comments to curve@cannonfinancial.com
The Cannon Curve: http://www.cannonfinancial.com/the-cannon-curve
From Good to Great by Jim Collins: http://www.jimcollins.com/
In this episode of the Cannon Curve, we dive further into the narrative Mr. Robert Moore, Chief Executive Officer of Cetera Financial Group, and discuss fresh topics in financial leadership including:
- The difference between advocacy for a client-centric business model versus the execution of that model
- The ways in which technology can provide the conditions for a firm to take a leadership position
- The significance of a mentor – real or abstract
Over the course of the last thirty years, Moore has gained unparalleled insight into the art of leadership through his impressively diverse range of experience. He guides his team thoughtfully and deliberately, maintaining positive momentum through servant leadership and an ongoing desire to acquire knowledge. We are excited to share his insights with you today, thank you for tuning in to the Cannon Curve.
Resources:
Twitter – Moore: https://twitter.com/RJMGLENLAKE
LinkedIn – Moore: https://www.linkedin.com/in/robert-j-moore-cfa-12b9b411/
Email: robert.moore@cetera.com
Cetera Financial Group: https://www.cetera.com/
Facebook – Cetera Financial Group: https://www.facebook.com/Cetera-Financial-Group-1469578803263166/
How can you utilize technology to engage in thoughtful and considerate communication? Which is more valuable: subject expertise within a specific field or a more diversified career experience? Why should you have an open relationship with your own vulnerabilities? How do you manage skepticism and engage in constructive conversations with your critics?
In this episode of The Cannon Curve, we discuss these topics with Mr. Robert Moore – Chief Executive Officer Over the course of the last thirty years, Moore has gained unparalleled insight into the art of leadership through his impressively diverse range of experience. He guides his team thoughtfully and deliberately, maintaining positive momentum through servant leadership and an ongoing desire to acquire knowledge. We are excited to share his insights with you today, thank you for tuning in to the Cannon Curve.
Resources:
The Boys in the Boat – Daniel James Brown http://www.danieljamesbrown.com/books/the-boys-in-the-boat/#.WS7TKGc2xYc
Twitter – Moore: https://twitter.com/RJMGLENLAKE
LinkedIn – Moore: https://www.linkedin.com/in/robert-j-moore-cfa-12b9b411/
Email: robert.moore@cetera.com
Cetera Financial Group: https://www.cetera.com/
Facebook – Cetera Financial Group: https://www.facebook.com/Cetera-Financial-Group-1469578803263166/
Keeping you ahead of the Curve today is Mr. Knut Rostad – President & Co-Founder of the Institute for the Fiduciary Standard.
In today’s episode, we uncover a common theme that continuously resurfaces in Rostad’s professional narrative: Reform in an Industry. From his career with the Enterprise Prison Institute, to his role at Washington Latin Public Charter School, to his executive position at the Institute for the Fiduciary Standard, Rostad has taken on quite a few titles involving an active push for change. His accomplishments include collaborating with Edwin Meese III, the 75th US Attorney General, on prison reform, and co-founding the Institute for the Fiduciary Standard. Knut Rostad has diverse and unparalleled experience, and we are thrilled to share his story with you.
Resources:
Knut Rostad: http://www.thefiduciaryinstitute.org/knut/
Institute for the Fiduciary Standard: http://www.thefiduciaryinstitute.org/
Email: info@thefiduciaryinstitute.org
12 Best Practices - Professional Conduct Standards: http://www.thefiduciaryinstitute.org/wp-content/uploads/2017/03/BestPracticesMarch152017.pdf
Edwin Meese III: https://www.justice.gov/ag/bio/meese-edwin-iii
Today we will be uncovering the narrative that led Mr. Blaine Aikin to his current role as Executive Chairman of Fi360. Aikin has a broad range of expertise having managed products for both fiduciary (high net worth & institutional) and non-fiduciary (brokerage) distribution. He has served as Chief Knowledge Officer of Fi360 & Director of Product Development and Management for PNC Financial Services Group. Additionally, he is the author of the monthly Fiduciary Corner Column in InvestmentNews magazine, and in 2012 was named by RIABiz as one of the 10 most influential individuals in the 401(k) industry.
What experiences have curved or impacted Aikin’s leadership practices? Why Fi360? What motivates him to achieve success considering he has never gone from one job to another without taking a pay cut?
In this episode we begin with Blaine’s story and end with his passion around Fiduciary responsibility. We will discuss the implications of elevating professionalism within the financial field, the importance of overcoming fear of the unknown, and the value of taking a step back to move ahead.
Resources:
Blaine Aikin: http://www.fi360.com/about-fi360/management
Fi360: http://www.fi360.com/
Linkedin: https://www.linkedin.com/in/blaine-aikin-76a0786/
At the intersection of psychology and business is a profound portfolio of research and hypotheses that have enhanced our understanding and even our performance in a professional environment. Psychology has become an increasingly prevalent resource in business – building inertia in the word of job interviews through personality and compatibility tests, backing our own professional self-assessments with research, and improving our understanding of professional relationships through comprehensive analysis.
Today on the Cannon Curve we are pleased to have Dr. Stacy Campbell, Associate Professor in the Department of Management and Entrepreneurship at Kennesaw State University. With a PhD in Organizational Behavior, an M.A. in Psychology, and a BBA in Economics/Business and psychology, she has published numerous articles that examine the link between psychology and business. In today’s discussion we direct a large portion of our focus on narcissism in leadership and the leader-follower relationship. What makes charismatic narcissism a successful leadership trait in the short term? What traits sustain long term leaders? Why is it crucial to not only think about what makes a good leader, but also a good follower? From a research perspective, these questions form intriguing hypotheses, and in this episode we acknowledge them through the lens of psychology.
Resources:
Link to Dr. Campbell’s Publications: https://www.researchgate.net/profile/Stacy_Campbell/publications
Relational Ties That Bind: Leader–Follower Relationship Dimensions and Charismatic Attribution: https://www.researchgate.net/publication/223594193_Relational_Ties_That_Bind_Leader-Follower_Relationship_Dimensions_and_Charismatic_Attribution
Jim Collins – Good to Great: http://www.jimcollins.com/article_topics/articles/good-to-great.html#articletop
Jim Collins – Built to Last: http://www.jimcollins.com/article_topics/articles/building-companies.html#articletop
Dr. Campbell on Facebook: https://www.facebook.com/profile.php?id=1285471582&lst=100000660960934%3A1285471582%3A1496415222
Dr. Campbell's Email: stacycamp@gmail.com
Today, we introduce Kessel Stelling and his entrepreneurial story that begins with long nights in flip-flops surrounded by loan files on his basement floor and ends with him positioned as the CEO and highly respected Chairman of Synovus Financial Corp. With his incredibly vast experience on the usage of successful leadership practices, Stelling proves to be a strong addition to the financial industry as well as The Cannon Curve.
Stelling starts the conversation in 1993 with his entrepreneurial epiphany and leaves us at the end of the podcast with a discussion about “the war for talent” in 2017. Kessell paved his own path to success, and then built his career step by step through perseverance, hard work, and dedication to his ideas. As the recipient of the Leadership Character Award and an esteemed member of the financial community, he has changed paradigms, shifted expectations, and disrupted status quos in the industry.
Resources:
Kessel Stelling - https://www.synovus.com/about-us/our-leadership/kessel-stelling
Synovus Financial Corp - https://www.synovus.com/about-us
2014 – Leadership Character Awards - http://www.leadershipcharacter.com/2014_winners.php
Turknett Leadership Group - http://www.turknett.com/