The Cannon Curve

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 y...

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 f...

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: C...

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: Er...

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-trimb...

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...

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_disabl...

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 c...

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...

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 F...

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. Reso...

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 Comm...

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...

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-p...

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 gue...

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/a...

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...

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,...

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...

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...

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.   R...

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 le...

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 epi...

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...

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...