First Friday Feedback

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...

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  Adv...

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@cannonfina...

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 d...

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@cannonfinan...

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!    Res...

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...

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 Fe...

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 Co...

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 phon...

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 Serv...

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 unprepare...

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...

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...

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 the...

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:  moj...

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...