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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