First Friday Feedback

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:

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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: [email protected]

Please send First Friday Feedback submissions to: [email protected]

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: [email protected]

Please send First Friday Feedback submissions to: [email protected]

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.

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Please send First Friday Feedback submissions to: [email protected]

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!

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Please send First Friday Feedback submissions to: [email protected]

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: [email protected]

Please send First Friday Feedback submissions to: [email protected]

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: [email protected]

Please send First Friday Feedback submissions to: [email protected]

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: [email protected]

Please send First Friday Feedback submissions to: [email protected]

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: [email protected]

Please send First Friday Feedback submissions to: [email protected]