First Friday Feedback

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 F...

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 suc...

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 dis...

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 wi...

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...

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 se...

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. ...

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 Fe...

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...

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 di...

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.     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...

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 experienc...

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...

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...

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...

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...

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 a...

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 thes...

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...

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...

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 th...

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 o...

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 dev...

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, unde...

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 t...