First Friday Feedback: Recent Episodes
Phil Buchanan
First Friday Feedback, a monthly podcast hosted by Cannon Financial Institute's Executive Chairman Phil Buchanan, is dedicated to answering the questions posed by listeners of sister podcasts, Monday Morning Mojo and The Cannon Curve.
Welcome to August’s First Friday Feedback! This month, Phil Buchanan takes a reflective look at summer travels, touching on how personal experiences and global events intersect in our lives. We dive into the highlights of recent podcast episodes and share listener feedback that underscores the importance of seizing special moments and embracing personal growth.
Join us for an engaging discussion that spans inspiring transformations, leadership insights, and industry shifts. Tune in for a mix of reflection, industry trends, and practical takeaways that will resonate with both your personal and professional life.
Resources: Please send Comments, Questions, and Feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
We conclude National Women's History Month by spotlighting the remarkable women of Cannon Financial Institute and kick off April, Financial Literacy Month. Our host Sarah welcomes five inspiring women from the Cannon family to discuss their unique journeys into the financial services industry. Through conversation, they share anecdotes and insights from their professional journeys, emphasizing the pivotal moments where their knowledge of financial literacy made a tangible difference. With a collective commitment to promoting financial literacy, these women advocate for greater accessibility to educational resources and opportunities, recognizing it as a key driver for economic empowerment and financial independence. Join us for an empowering episode as we celebrate the resilience, expertise, and unwavering dedication of these women, shaping the future of finance.
Resources: Please send Comments, Questions, and Feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
We’re headed into a holiday weekend and the start of college football season — a big deal around Cannon! In the past month, we’ve shared some of the most thought-provoking and well-received Mojos, and after 600+ episodes, that’s saying a lot! Here are a few takeaways that stood out the most from our conversations from the past month.
- Work hard - put energy and effort into what you’re doing
- Advice from Clint Eastwood to don’t let “the old man” in — and how it inspired a Toby Keith song
- Why in-person connections are so crucial to how we navigate our days
Resources:
Please send Comments, Questions, and Feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
There’s not one listener who hasn’t had their travel plans disrupted in some way. As Phil and his family embarked on a cruise, a last-minute change at a port gave them the opportunity to find a new avenue to explore. Sometimes we need a reminder that it’s ok to pause and take time to enjoy something new and unexpected.
Resources:
Please send Comments, Questions, and Feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
There were many milestones to celebrate in June. Phil’s birthday, the 600th episode of Monday Morning Mojo, and one — Phil’s LinkedIn being hacked — that we’re not necessarily celebrating, but we did use as an opportunity to create a cybersecurity episode of the Cannon Curve.
Sarah Jones, Executive Producer of Cannon Podcasts, joins Phil for a look at what we covered. Bonus: You’ll hear how Phil describes the one word that comes to mind when he thinks of Mojo.
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 First Friday Feedback, Phil is joined by a new host, Sarah Jones, Executive Producer of Cannon Podcasts. Together, they unpack the listener’s favorite episodes from last month and recap key takeaways in each episode.
Resources:
Please send Comments, Questions, and Feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
It’s conference season, and the events have been better than ever. Why? Because there is a focus on the participant experience. Conferences are valuable for many reasons; interacting with old and new acquaintances, learning about tools and techniques to utilize, and hearing future trends and possible impacts.
He sums up what he has learned over the last few weeks in three points. Listen in!
Resources:
Please send Comments, Questions, and Feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
What a March! We had five incredible women who generously shared their time, passions, and insights with us last month. Each episode has so much; be sure to listen to the series if you haven’t already!
This month, we have switched gears to celebrate National Financial Capability Month. We challenge you to not only celebrate and promote financial literacy this month but also to build on your own knowledge and skill set in the various tiers of financial literacy. Doing so helps you to help others. And as the old saying goes, a rising tide really does lift all ships.
Resources:
Phil’s LinkedIn: https://www.linkedin.com/in/jphilbuchanan/
Phil’s Twitter: https://twitter.com/PhilBuchananCFI
Cannon’s Facebook: https://www.facebook.com/cannonfinancialinstitute/
Cannon’s LinkedIn: https://www.linkedin.com/school/cannon-financial-institute
Please send Comments, Questions, and Feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
Who are the women whose stories inspire you?
It’s Women’s History Month. In this episode of First Friday Feedback, Phil shares stories of women in history and his life today who inspire him.
He encourages us to take time to reflect on these women. They have great narratives and stories and are great examples; let’s immerse ourselves this month!
Resources:
Please send Comments, Questions, and Feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
Last year, a key theme for the wealth management industry was the war for talent. Now, not just the industry, but everyone, is experiencing significant turnover.
In this episode, Phil shares two key misconceptions that firms must leave behind in order to push forward. Listen in as he unpacks four absolutes that firms must do as they seek to stabilize and grow their teams.
Resources:
Please send Comments, Questions, and Feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
Should economic uncertainty be a true challenge going into 2023?
We have all experienced traumatic economic environments before, yet we survived, and eventually, economically, we thrive post setbacks.
Amid chaos and uncertainty, there are innovative, transformative ideas, products, and companies that will influence growth. Examples are A1 Steak Sauce, MP3 and DVD players, the first camera phone, Kindle e-Reader, the iPod, Instagram and Pinterest, Venmo, Air B&B, and Uber.
Commit in 2023 to be the example of excellence upon which others benchmark themselves. Happy Holidays!
Resources:
Please send Comments, Questions, and Feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
Are you grateful? This question is easy to answer, but what takes more intentional thought to answer are these questions: "Do you take the time to reflect upon the things for which we are grateful? How do we demonstrate gratitude?
Throughout October, we asked the financial services industry the question, "How do we give back to others?" The response was:
- 49% Charitable Donations
- 35% Acts of Service
- 14% Sharing Talents with Others
- 3% Other
When you give back, you get so much more in return. Listen in to this month's episode of First Friday Feedback to hear more about gratitude!
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, Phil starts by sharing two things he's heard from advisors over the past 90 days and ends by unpacking listeners' feedback from last month's podcasts, and concludes with the topic of estate planning.
In this episode, Phil reminds us of the importance of being proactive and having a more systematic approach to planning. Without it, we run the risk of being caught unprepared when circumstances change and evolve.
Resources:
Please send Comments, Questions, and Feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
Over the last month, we have focused many podcasts, webinars, and communications on recruiting, retaining, and developing staff. In this month's First Friday Feedback, Phil brings it all together in one insightful episode. Below are two resources from the episode:
- Six Keys to Recruiting, Retaining, and Developing Employees
- Five Star Wealth Management Recruit
In this month’s episode of First Friday Feedback, Phil and his guest dive into the “five R’s: resignation, return, retain, recruit, and retirement.” Each of these areas is of focus in the wealth management industry today. Listen in to hear their take on how we got here and how we move forward.
Resources:
Please send Comments, Questions, and Feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
The theme of this month’s First Friday Feedback episode is reflection and progress. We have seen more innovation, technology developments, and adaptability in the last few years than before; change is happening fast.
How can we use these new understanding and technologies for progression, efficiency, and improvement? In this episode, Phil shares a quote by Kevin Kelly, Editor of WIRED that says it best. Listen in.
Resources:
WIRED Magazine - https://www.wired.com/
Kevin Kelly, Editor -https://en.wikipedia.org/wiki/Kevin_Kelly_(editor)
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 First Friday Feedback, Phil is joined by his colleague, Jeff Cobb, Executive Vice President, and leading Consultant/Trainer for Cannon. Listen in as they unpack the results of last month’s poll question, “We all experience some degree of anxiety and stress regarding our finances. What areas are weighing on you and your clients the most?
Phil and Jeff also discuss two themes reoccurring in the industry and at conferences; What the industry is doing about cryptocurrency and the challenge of recruiting and retaining quality personnel. This episode is full of insight you don’t want to miss.
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 First Friday Feedback, Phil is joined by his two favorite guests, his daughters Ally and Anna Buchanan. Listen in as they reminisce on Money Camp and share what they know and want others to know about financial literacy. Listen in!
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 First Friday Feedback, Phil is joined by Cannon’s own Sarah Jones, Executive Producer of podcasts and Marketing Manager. Together, they kick off Cannon’s special series celebrating Women’s History Month. Listen in as they unpack and discuss the next steps to the recent LinkedIn poll question, “How is your firm working to attract and retain female clients?”
Resources:
The Knowing-Doing Gap, Jeffrey Pfeffer and Robert I. Sutton https://jeffreypfeffer.com/books/the-knowing-doing-gap/
Please send Comments, Questions, and Feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
Since the start of 2022, Phil has been encouraging listeners to determine where they are focusing their firm’s and their own personal development. Beyond knowledge enhancement, four distinct themes have emerged. Each is critical to long-term success.
Listen in as Phil unpacks each of the four themes and leaves you with a challenge to invest time to chart an intentional path to a better you.
Resources:
Bill Belichick, head coach for the New England Patriots https://en.wikipedia.org/wiki/Bill_Belichick
Bruce Arians, head coach of the Tampa Bay Buccaneers https://en.wikipedia.org/wiki/Bruce_Arians
Tom Brady, retired NFL quarterback https://en.wikipedia.org/wiki/Tom_Brady
Roberto Goizueta, former Chairman, Director and Chief Executive Officer of The Coca Cola Company https://www.thecubanhistory.com/2014/09/robrto-goizueta-chairman-director-and-ceo-coca-cola-company-born-havana/
Please send Comments, Questions, and Feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
As humans, we are designed to build and evolve personal and professional growth. In a recent poll Phil did on LinkedIn, almost 40% of respondents indicated they intended to take classes on a variety of subjects.
The start of 2022 is exciting, but it can be frustrating as the challenges of the prior year look to be carrying forward. Listen in to hear a quote Phil shares to encourage you to take ownership of your success and how to persevere to achieve it. Make 2022 be one of your best years.
Resources:
Robert Burns, National Poet of Scotland, "To a Mouse, on Turning Her Up in Her Nest With the Plough, November, 1785" https://www.poetryfoundation.org/poems/43816/to-a-mouse-56d222ab36e33
Please send Comments, Questions, and Feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
Appropriately, gratitude was the theme of the month of November; it doesn’t and shouldn’t only last for a season though. In this episode of First Friday Feedback, Phil shares three simple but intentional ways to make gratitude perpetual.
Resources:
Janet Lowe, Executive Vice President and Director of Vectra Wealth Management - https://www.linkedin.com/in/janet-lowe-11997b5/
David Hill, CEO of Integrated Wealth Solutions - https://www.linkedin.com/in/integratedwealthsolutions/
Bullet Bourbon 10 Year Old - https://www.bulleit.com/whiskeys/bulleit-bourbon-10-year-old/
Bill Murray, Scrooged - https://www.imdb.com/title/tt0096061/
Please send Comments, Questions, and Feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
Phil recently posed the question on social media 'What is your ideal workplace?' 55% answered hybrid, 34% answered in-person, and 11% answered remote.
In this month's episode, he explores the reasons behind employees' and employers' workplace preferences. In addressing the statistics from the poll mentioned above, he shares the positives as well as setbacks of each and provides suggestions for how to make the most of any of these work situations.
Resources:
https://www.nytimes.com/2021/08/25/well/mind/return-to-office-anxiety.html
https://www.huffpost.com/entry/going-back-to-work-worries_l_60996a69e4b0ae3c6881cca6
https://money.usnews.com/money/blogs/outside-voices-careers/articles/pros-and-cons-of-working-from-home
What to do if you're anxious about returning to the office (cnbc.com)
Please send Comments, Questions, and Feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
This month’s episode of First Friday Feedback addresses questions and comments from listeners from Episode 507: Seasons of Change, Episode 505: Asking the Right Questions, Episode 504: Apply the Lesson, and The Cannon Curve with Guest John Yackel.
Phil responds to the following questions: Do you ever truly get comfortable with change? Are you applying all that you’ve learned or simply doing what others tell you to do? If you could ask someone you've just met only one question and be fairly certain it would lead to great dialogue, what would that question be? He also tackles a listener’s feedback on technology replacing trustees and placing an investment advisor at the center of a trust and estate planning discussion.
Resources:
Please send Comments, Questions, and Feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
Unsung heroes, old friends, and visionaries. Listeners reiterate three key lessons from last month’s episodes.
- Take the time to understand others; what motivates them and what they’re passionate about.
- Love binds us: different political views, opinions, genders, and ethnic backgrounds.
- Look past differences to see the bigger picture.
Resources:
Jeff Bezos, CEO and Founder of Amazon - https://www.forbes.com/profile/jeff-bezos/?sh=ad601ee1b238
Elon Musk, CEO and Chairman of Tesla - https://www.forbes.com/profile/elon-musk/?sh=6d688bd7999b
Richard Branson - https://www.forbes.com/profile/richard-branson/?sh=771729b06ff5
Sara Blakely, CEO of Spanx - https://www.forbes.com/profile/sara-blakely/?sh=58178fe076bb
H.J. Russell - https://www.forbes.com/2009/05/06/richest-black-americans-busienss-billionaires-richest-black-americans_slide.html?sh=510a25f4105f
Please send Comments, Questions, and Feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
In this episode, Phil comments on listener’s feedback about the power of music, stepping outside of your comfort zone, and building a better tomorrow for all. He also answers one listener’s question about how to develop better, more realistic perspectives. Listen in to continue the conversations from the past month!
Resources:
Please send Comments, Questions, and Feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
This episode of First Friday Feedback is about leadership and rising above.
What is a leader’s role in strengthening weak links? Why do leaders pivot? How do you focus on the positive of change? Tune in as Phil answers these listener questions as well as provides a four-prong approach to dealing with criticism.
Join the conversation and rise above.
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 First Friday Feedback, Phil unpacks episode 489, The Main Thing, after a listener questions his perspective about long-term planning. Another listener’s feedback reminds us to slow down, be mindful and thankful, but to keep moving forward. The final listener asks for advice on how to get veteran colleagues' help on further developing client interaction skills. Listen in!
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, Phil shares his personal reflections on responses from three listeners.
One listener reminds us that even though life can be hard, we get to pick our path. Another listener encourages us to learn from our pasts but not to let it define us. The final listener gives us practical advice, “Just because we can, doesn’t mean we should.” Phil concludes the episode with the most important thing to remember as we live post-2020; be flexible and give grace.
Resources:
Please send Comments, Questions, and Feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
It’s been a year since the world first shut down for COVID-19; a lot has been learned, but there’s still more to learn. In this month’s episode of First Friday Feedback, Phil shares and responds to listener’s feedback on changes and lessons learned in the past year. Listen in to hear more!
Resources:
Please send Comments, Questions, and Feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
This month's episode is packed full of listener feedback and questions!
Join Phil as he relates and responds to this feedback and gives insight and direction to your questions. Mistakes, accountability peer groups, planting seeds, mentorship, and technology are a few of the key topics in this episode. Don’t miss the full conversation; listen in.
Resources:
Please send Comments, Questions, and Feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback Submissions to: mojo@cannonfinancial.com
Join Phil this month for an untraditional yet timely episode of First Friday Feedback.
In this episode, Phil addresses the recent event at our nation's Capitol and provides listeners with three takeaways that he learned and continues to use from a negotiation class many years ago. He concludes with four challenges for all of us to embrace and live by every day; go be a bright light in the world today.
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, Phil responds to feedback from three listeners on a range of topics; the importance of spending time with people with different perspectives than you, ease of entry, and 360-degree leadership. He also addresses the impact of the pandemic on the way we do business. He concludes the episode by answering the last question and sharing his takeaway for the year 2020.
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 First Friday Feedback episode, Phil responds to three listener’s questions and comments.
Listen in as Phil unpacks the importance of embracing different points of view and why you should invest in developing someone versus simply teaching them. He concludes with advice and suggestions of how to do little things for others on a more consistent basis.
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 First Friday Feedback episode, Phil responds to three listener’s insightful and introspective questions and comments.
This episode offers advice for aspiring leaders of change, reiterates the importance and impact of nudges, and encouragement for how to interact with people that bring out less than our best. Listen in!
Resources:
Please send Comments, Questions, and Feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback Submissions to: mojo@cannonfinancial.com
This month’s episode is truly full of feedback! Phil shares two listener’s in-depth comments and experiences during the pandemic as a response to Monday Morning Mojo episodes Stronger (Episode 453) and Baseball, Hot Dogs, and Apple Pie (Episode 450). He also shares several listener’s Simple Pleasures (Episode 454).
Thank you for submitting comments and for being a loyal listener of all our podcasts. Until next month!
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 First Friday Feedback, Phil dives deeper into three topics discussed in July’s podcast episodes.
Listen in as Phil identifies a few areas that he believes advisors should constantly be working on to enhance their proficiency. He also gives suggestions on how to re-engage and stay engaged with important relationships in our lives despite the challenges of the pandemic. He concludes this episode by defining the distinction between leaders and great leaders.
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 First Friday Feedback, Phil unpacks two timely questions submitted by subscribers of our sister podcasts. Listen in as he shares three recommendations for staying engaged with clients and centers of influence in today’s world. Then in conclusion, Phil outlines four steps forward to impart real change to the diversification challenge within the wealth management industry. This episode is full of relevant insight; don’t miss it!
Resources:
Lisa Shidler. “How an RIA's tweets pointed out the obvious--the lack of diversity in the mostly white RIA industry - and opened the door to a dialogue on creating more minority opportunity.” RIABiz, 24 June 2020: https://bit.ly/31VS5eI
Please send comments, questions, and feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
In today’s episode, Phil opens up about his reaction to current events and the piercing question; how do we address the issue of racism in our country? None of us are exempt from the responsibility. In fact, we must find a way to start and engage in the uncomfortable conversations. To be outraged by senseless acts is simply not enough. We must find a way to separate the byproducts of rage from their root causes such as fear, distrust, and frustration. Phil encourages each of us to spend the time and energy necessary to become active players seeking to address and fix the real issues.
Resources:
Remembering George Floyd: https://www.cnn.com/2020/05/27/us/george-floyd-trnd/index.html
America Healing Racial Equity Resource Guide: http://www.racialequityresourceguide.org/profile/about-this-guide
Tom Herman, University of Texas, Head Coach of Football: https://www.cnn.com/2020/06/02/us/tom-herman-spt-trnd/index.html
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, Phil unpacks feedback and questions from two listeners. Listen in as Phil gives advice on how to elevate your game during these times and as he recaps four personal takeaways from Cannon Connects interviews, a pop-up series as a result of the pandemic.
Resources:
Cannon Connects: https://www.cannonfinancial.com/podcast/episode-45-cannon-connects
Tash Elwyn, President and CEO of Raymond James & Associates: https://www.raymondjames.com/about-us/leadership-team/tash-elwyn
General Colin Powell: https://www.biography.com/political-figure/colin-powell
Hertz: https://www.hertz.com/
AIG (American International Group, Inc.): https://www.aig.com/individual
Western Mutual: https://www.westernmutual.com/
Alaska Air, Inc.: https://www.alaskaair.com/
Please send comments, questions, and feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
We have two impactful notes to unpack from listeners on topics of practical business routines and positive outlooks. Let’s jump into April’s episode of First Friday Feedback.
Our team wants you to know we love our extended Cannon community. We hope you stay safe and secure; we are with you in this fight. We will endure; we will get past this.
Phil’s Tips for Dealing with Current Challenges:
How to Take Charge in Uncontrollable Environments: https://bit.ly/3aC77rH
Resources:
“The world can change in an instant.” – Phil’s father
“We’ve got work to do, so let’s move on.” – Phil’s father’s cousin, Robert Kellum
Please send comments, questions, and feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
Are you a young female professional in the financial industry or do you know someone who is? Do you want to be a force for good? Have you thought of ways to improve your communication skills?
Join Phil in an episode full of insight; there is something for all of us to learn. Phil gives advice to young female professionals in the industry, his thoughts on how we can handle the negativity on social media, and finally, tips and techniques on how to grow our communication skills.
Resource:
John Meachem: http://www.jonmeacham.com/
Please send comments, questions, and feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
What elements of value do you bring? How do you find your purpose? What was your motivation in letting others host Monday Morning Mojo during the month of December?
Join us on this month’s First Friday Feedback as Phil dives into these questions submitted by our podcast listeners. We hope you have a great month! Be sure to join us in March for our next episode.
Resources:
Please send comments, questions, and feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
To kick off the first podcast of the new year, Phil answers questions submitted by our listeners on themes of passion, reflection, and goal setting. How do you prepare for a new year? What lessons did you learn in 2019? What can you do to be more involved 2020?
As you join in, you’ll find insight and encouragement on how to make the most of 2020. Happy New Year!
Resources:
Please send comments, questions, and feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
When thinking about self-development or taking on a new challenge, do you ever consider creating a plan and setting goals? How can you develop new expertise and credibility? When hiring for a position, do you consider if the candidate fits the three C’s: culture, connection, and communication? These are all questions to think about when planning for the future of your team.
On this month’s First Friday Feedback, Phil tackles questions submitted by our loyal listeners with common themes of confidence, passion, and development. As you listen in, he provides us with new challenges and perspectives to take into the new year.
Resources:
Please send comments, questions, and feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
In today’s episode, Phil responds to questions and feedback from listeners about topics covered in the past month’s podcast episodes. He shares personal experiences and unique insight he has gained because of them.
Despite three different questions, there is one overarching theme in today’s episode, never stop. Listen in to learn what that means in terms of personal and professional growth and success.
Resources:
Please send comments, questions, and feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
Innovation, internships, and undertaking of a business venture are three of the main topics covered in today’s First Friday Feedback episode. What comes to your mind when you think of these different topics? Perhaps, creating a plan or investing in the future.
Phil welcomes Bill Trigleth and Cindy Hooper, both members of the Cannon family, as they bring their expertise to these three topics of discussion. Listen in, as we learn more about how planning and thinking ahead can lead to long-term success.
Resources:
Please send comments, questions, and feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
This summer at Cannon, we have had the pleasure of hosting eight interns to help tackle many projects. Through our program, we strive to give each intern real world experience to take with them as they continue their journey.
Today, we have three of our interns, Kellie Smith, Paul Duffey, and Bobby Jones, to discuss with Phil their involvement and the importance of internships. Each one of them will share with us the projects they have been working on this summer and how the skills they have developed will influence their future endeavors.
Resources:
Thomas Edison’s Quote: https://bit.ly/1Rx90WD
Please send comments, questions, and feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
It can only take one person to make an effort in valuing a relationship, to show that they care in order to have a positive impact on an individual. By being in the financial industry, we have the power and ability to change the lives of the people that surround us.
On this month’s episode, Phil had the pleasure of interviewing a long time colleague and recent retiree, Fran Demaris. Fran’s impact on the people she has touched is tremendous; she shows the true meaning of caring for others. As her chapter ends at Cannon, she challenges us to continue to learn and test our capabilities, to value every relationship, and to serve others with the best intentions.
Resources:
Please send comments, questions, and feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
Are there aspects in your career where you are lacking confidence? Do you need a change? Through hard work, increased engagement, and keeping an open mind, you can challenge yourself to improve your capabilities.
On this month’s First Friday Feedback, Phil is joined by a new face at Cannon, Shannon Price. With over 40 years combined industry experience, they share their wisdom to both young and seasoned professionals. Regardless of your experience, today’s episode will provide you with the guidance you need to navigate through your career.
Resources:
Please send comments, questions, and feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
Regardless of your profession, getting engaged and involved is essential for success. Coordinating technology and following through on a plan require tenacity. Add unexpected events or even personal missteps to the equation and your perspective certainly changes.
In this month’s episode of First Friday Feedback, Phil tackles listener questions of adversity, technology, and keeping commitments. Let’s listen in as he offers insight and timeless advice on professional and personal experiences.
Resources:
Please send comments, questions, and feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
In planning your own career goals and ambitions, as well as those of your clients, do you consider these goals on a long-time basis? Do you demonstrate a curious and interested outlook to create unique and tailored solutions for each of your clients’ financial needs? Mastering these traits is absolutely key in becoming the most successful professional that you can be.
This month on First Friday Feedback, we discuss themes from taking the long-view when planning career goals and the value of a curious mindset for any professional. Join us as we delve into these familiar topics and uncover new perspectives and outlooks on each one.
Resources:
Please send comments, questions, and feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
Finding a balance between your creative spark and practical knowledge and expertise can be challenging for any professional, but it can be particularly difficult for anyone who feels stifled or uninspired. At that point in your career, it is absolutely vital to have honest and open communication with your colleagues and superiors to successfully maneuver those feelings.
This month, we are honored to hear from a very special guest, Jay Hummel, whose experience with entrepreneurship and business gives him the perfect insight to discuss the importance of achieving this balance. Tune in for an episode you don’t want to miss!
Resources:
Please send comments, questions, and feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
Jay Hummel - https://bit.ly/2VrPJho
Transitioning within a company is almost always seen in a positive light; however, the work that comes with a successful move is often overlooked. Changing roles can be difficult for a multitude of reasons.
In this month’s episode of First Friday Feedback, Phil discusses the various challenges that come along with transitioning positions within a company. These situations are dynamic and can be difficult to navigate. Join us as Phil gives advice for situations listeners like you are currently in.
Resources:
Please send comments, questions, and feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
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| No matter the nature of professional relationships, it is inevitable that disagreements will arise between colleagues in a workplace. In order to navigate these situations, it is vital to establish mutual respect between each coworker. |
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| In this month’s episode of First Friday Feedback, Phil is joined by long-time business partner, Cannon Financial Institute President and Chief Operating Officer, friend and brother-in-law Shane O’Neill. Listen in as they discuss how to maintain harmony in the office despite professional conflicts. |
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Resources:
Please send comments, questions, and feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
Hugh Massie - https://bit.ly/2s6LpHz
DNA Behavior founder - https://bit.ly/2mk8kw3
It takes only one customer having a bad experience with an employee at your firm to influence the reputation of your entire company. No matter the industry, ensuring that each and every client has an exceptional experience is key to building loyalty and lasting relationships.
In this month’s episode, Alli Jordan of LibertyFi shares her experience and expertise on how to create a tailored experience for each and every client. Listen in today to learn how to navigate tricky situations with your clients so that every person leaves satisfied.
Resources:
Please send comments, questions, and feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
Alli Jordan- LinkedIn - https://www.linkedin.com/in/alli-jordan-12839021/
No matter your level of education or experience, it is inevitable that you will face some obstacles and challenges during your career. Instead of allowing these hurdles to be discouraging, we urge you to view them as opportunities for re-evaluation and professional growth.
This month, Phil is joined by friend and colleague, Will Cochran, to discuss how to maintain confidence and focus while facing professional adversity. By acknowledging your mistake and opening yourself to counsel from your colleagues, you will find they are not so difficult to rectify.
Resources:
Please send comments, questions, and feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
In today’s increasingly interconnected world, it can be difficult to balance personal and professional relationships within the workplace. However, when an advisor is able to find this balance, true loyalty and trust are established.
In this month’s episode, Phil is joined by long-time friend and Executive Vice President, Jeff Cobb, to discuss the challenges posed by multifaceted relationships in a work environment and give insight on how they have personally overcome them.
Resources:
Please send comments, questions, and feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
Jeff Cobb - https://bit.ly/2RgEM0Q
While technology has made it possible for employees to communicate with each other through a multitude of channels, it has also made it more likely for information to be misconstrued. With employees in the office from different generations as well as employees working remotely, the chances for miscommunication are high.
In this month’s episode, Phil is joined by Techincal Producer, Cat Carter, to discuss how to navigate the communication barriers in the officeplace. Once you learn how to navigate the channels of communication in your office, you will experience the benefits of a truly cohesive workforce.
Resources:
Carol Quinn, Author, Keynote Speaker, Creator of Motional-based Interviewing, CEO of Hire Authority, Inc.: https://amzn.to/2MVdsGC
Please send comments, questions, and feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
Volunteer work and your career: where do they intersect and what kind of responsibility do you hold as a professional to give back to the community in which you live and work?
Today, Phil is joined by Cannon Adjunct Instructor and avid philanthropist, Jacquie Hart, to answer your questions about how and why to get involved in charitable organizations. By donating your time and resources to causes for which you are passionate, you’re likely to find the fulfillment you’ve been looking for.
Resources:
Please send comments, questions, and feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
References:
Jacquie Hart - https://bit.ly/2vrnMup
Luke 12:48 - https://bit.ly/2tGBgo8
VolunteerMatch - https://bit.ly/ZDorXv
GuideStar - https://bit.ly/2gqcTkz
Charity Navigator - https://bit.ly/1nxQ1Oc
Charitable Foundation Management - https://bit.ly/2Ax7qGD
How can you ensure you are effectively connecting with your clients? In what ways can the leadership team at your firm promote a client-centered culture? How is technology changing the game in terms of communication and relationship development?
Today, Phil is joined by Cannon Executive Vice President, Bill Eustis. Together the two will tackle listener questions regarding relationship management and sustainment. They will discuss client engagement and communication expectations, providing you with tools to improve your relationships in your professional life.
Resources:
Please send comments, questions, and feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
On this month’s edition of First Friday Feedback, two key members of Cannon’s Learning and Development team, Chris Nekvinda and Tina Harkness, join us to discuss key trends in education as it has evolved over the years.
From mobile platforms to Cloud-based technology to video usage, we have seen abundant improvements in the way we are able to receive and share information. How can you utilize these resources to expand knowledge in your firm?
Resources:
Please send comments, questions, and feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
References:
The theory of connectivism: https://bit.ly/2LKTWbB
70-20-10 model: https://bit.ly/2mninje
Moore’s Law: https://bit.ly/2rFIK7O
This month, Phil is joined by Senior Vice President and Managing Consultant, Perry Hooker. Together the two discuss adding value and staying relevant to clients and prospects. Clients possess more power because of the multitude of choices they have. In today’s world, it is essential to provide services that make your company stand out.
Phil and Perry contemplate the ways in which to add value with a service-driven business model while also managing day-to-day operations. By realizing the importance of prospecting and also ensuring your practice runs efficiently, you can guarantee that you remain relevant to both current and potential clients.
Resources:
Please send comments, questions, and feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
The millennial generation is one of the most talked-about topics in the professional world today, as older employees often indicate challenges understanding and managing their work styles. Today, Phil is joined by Cannon’s Client Engagement Specialist and millennial herself, Ashley Wilson, to help bridge the gap between millennials entering the workforce and the more seasoned colleagues they work alongside.
The two discuss strategies to improve engagement between individuals of all ages as well as ways that millennials can be influential in the digital realm of their firm. Today’s conversation provides insights valuable to all professionals and is sure to help you maneuver the generation barrier with more ease.
Resources:
Please send comments, questions, and feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
On this month’s First Friday Feedback, Phil and Executive VP and Director of Retirement Plan Services, Larry Divers, answer questions regarding the ethical standards and expectations in the industry today. The Fiduciary Rule raised the bar for firms, demanding that the client’s best interest be understood and represented; however, not everyone chooses to follow this rule. What implications does this have and how do we tackle situations where we become aware of poor practice?
Resources:
Please send comments, questions, and feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
“State Regulator Galvin Is Putting Teeth in DOL Fiduciary Rule”
(Scottrade case mentioned by Larry Divers): https://goo.gl/mvTfUJ
Today, Phil and Cannon Executive Vice President, Linda Eaton, discuss and answer questions on the broad topic of leadership. As experienced leaders themselves, the two provide insight on how you can promote innovation and growth in your company, even after you are gone.
First, we consider ideas for how to inspire creative autonomy and overcome the barrier of innovation in the traditional field of financial services. Next, we answer the question of how to effectively prepare to pass your practice on to the next generation following retirement, even years in advance. Finally, we delve into leadership tactics that may help you train and motivate a successor to continue a specific project you started both efficiently and passionately.
Resources:
Please send comments, questions, and feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
In this episode, Phil is joined by Cannon’s Senior Vice President and Director of Strategic Alliances, Theresa Silcox. The two discuss their viewpoints on relationships and how to both strengthen and protect them.
Together they address a listener’s question “How to effectively navigate a successful sales interaction?” by determining if one’s sales efforts are best executed through relationship development or through the challenger approach. Another listener has asked, “How does one avoid or diffuse situations where political differences create unwanted tension?” Phil and Theresa volunteer their perspective on how to approach this delicate conversation in both a digital and face-to-face environment.
Resources:
Please send comments, questions, and feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
References:
The Challenger Sale by Matthew Dixon and Brent Adamson: https://binged.it/2Cv3aqM
Crucial Conversations by Kerry Patterson: https://binged.it/2CsPL2y
“This Year it’s Okay to Talk Politics with Clients” by Paul Hechinger (article mentioned by listener, “Continuously Conflicted”): http://bit.ly/2DTHRfL
Today, Phil is joined by Cannon Executive Vice President and Director of R&D, Bill Trigleth. The two share their unique perspectives on the integration of new technology, joint projects with upper management, and coping with an open workspace environment.
In this episode of First Friday Feedback we encourage you to think about technology from a new perspective; instead of simply accepting it, understand its significance in your business processes. We also advise you to thoroughly analyze upper management’s reasoning behind seemingly inefficient decision making. Finally, we suggest some creative ways to adjust to an open workspace environment.
Resources:
Please send comments, questions, and feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
References:
Lori Hardwick, Cannon Curve Interview:
Part 1: http://bit.ly/2jznY58
Part 2: http://bit.ly/2AeBepM
Portfolio Project Management Process: http://prioritysystem.com/PDF/reasons6b.pdf
Simon Sinek, Start With Why: https://startwithwhy.com/
Shari Parsons Miller, “Advantages and Disadvantages to Open Workspace”: http://bit.ly/2iky39m
Harvard Business Review Articles
- Christine Congdon, Donna Flynn, and Melanie Redman, "Balancing ‘We’ and ‘Me’: The Best Collaborative Spaces Also Support Solitude": http://bit.ly/1rTijIu
- Andrew Laing, David Craig, and Alex White, "Vision Statement: High-Performance Office Space": http://bit.ly/2iswbLI
Cultural fit and the internal relationships we develop with our colleagues are essential to success and happiness. Whether we like it or not, the actions and behaviors of other individuals will impact our ability, confidence, and willingness to work in an environment.
In this episode, we hear from two of our listeners, both of whom share issues they are currently facing with the dynamic of their team: the first with upper management and the second with a new business partner. Despite their best effort, these individuals are losing passion and patience because their style conflicts with those they work with. This Friday, we offer advice on finding your cultural fit, give perspective on how to engage constructively with difficult team dynamics, and recommend two great reads that can provide more insight to you.
Resources:
Please send comments, questions, and feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
References:
The Five Dysfunctions of a Team: goo.gl/2Du6g3
Crucial Conversations: goo.gl/4eUc3Z
Today, Cannon Financial Institute is excited to announce the launch of First Friday Feedback, a sister podcast to Monday Morning Mojo and the Cannon Curve. In this series, our host, Phil Buchanan, will be addressing questions specifically posed by you, our listeners. Our aim is to focus on the issues and circumstances relevant to our audience. Thus, we invite you to steer the content and ask questions that you believe could help improve a dilemma you may be facing in your professional life – big or small.
In this episode, we hear from three individuals who are facing challenges in their work environment and offer outside perspective and advice to help guide them in their attempt to remedy the situation. We address how to approach a conflict in a team of intergenerational dynamics, discuss tactics you can employ to help overcome feeling burnt out or unmotivated, and give advice to an individual whose personal situation is inadvertently causing work-life stress.
Thank you to those of you who submitted questions, we know you will enjoy the show!
Resources:
Submit questions to First Friday Feedback to: mojo@cannonfinancial.com