The Cannon Curve

Changing career paths can seem intimidating, but our latest guest on the Cannon Curve proves how rewarding it can be. Instead of intimidation, Dr. Daniel Crosby felt inspiration to bring the skills he built as a psychologist to the financial services industry. In doing so, he found the perfect intersection between behavioral psychology and financial advising.

Tune in to this month's episode of the Cannon Curve to discover the simple secret to building a skill set that can bring you success no matter the path you decide to follow.

Resources:

Daniel Crosby TEDxHuntsville: https://bit.ly/2SyVUCn

Daniel Crosby TEDxHuntsville: https://bit.ly/2Gd8AZS

Daniel Crosby LinkedIn: https://www.linkedin.com/in/danielcrosby/

Nocturne Capital: http://www.nocturnecapital.com/about/

Please send comments, questions, and feedback to: [email protected]

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

Never one to shy away from a challenge, Sharon Pryse has overcome many obstacles to become the successful businesswoman she is today. From building a company from the ground up to hiking the Grand Canyon, there is no adventure that Sharon can't conquer.

This month on the Cannon Curve, we interview the founder and CEO of the Trust Company of Tennessee, Sharon Pryse. Tune in as we discuss the evolving role of women in the financial industry, the difficulties and rewards of founding a company, and much more.

Resources:

The Trust Company of Tennessee: https://www.thetrust.com

Sharon Pryse: https://www.linkedin.com/in/sharon-miller-pryse-369067b/

Please send comments, questions, and feedback to: [email protected]

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

Bob Peterson defines leadership as having the ability to influence others, and no one is able to do this with such grace and vision as Bob, himself. Bob's willingness to seamlessly adapt to changing circumstances is a testament to his calm and collected nature and impeccable work ethic.

In this month's episode, Phil and Bob discuss how to balance the different components of the physical, mental and intellectual domains of your professional life. Tune in to discover how achieving this balance will provide you with the necessary insight to maximize your professional decisions.

Resources:

Bob Peterson- https://www.linkedin.com/in/robertwpeterson/

Contact Info:

Email: [email protected]

Phone: (612)-865-9300

In today's society, it is more important than ever for companies to communicate their values to their customers and clients in a tangible way. Our latest guest advises us on how to engage, expose, and equip employees to ensure that they believe in and are conveying your company's values to the fullest.

In this month's episode, we hear from the inspiring and knowledgeable founder of ADDO Worldwide, Kevin Scott. Tune in as Kevin discusses how to create win, win, win situations so that every party involved can leave with a satisfied feeling.

Resources:

Kevin Scott- http://kevinpaulscott.com/

"The Lens of Leadership"- http://kevinpaulscott.com/the-lens-of-leadership/

"8 Essential Exchanges"- http://kevinpaulscott.com/8-essential-exchanges/

Just as Jeff McManus has transformed the landscaping at the University of Mississippi into an award winning, nationally recognized campus, he has also transformed average professionals into exceptional leaders.

Jeff walks us through the strategies for leadership development that he teaches to companies and individuals through Jeff McManus Corporate Training and Consulting, and shares how he has managed to be successful in influencing hearts and minds through his work. His proficiency in communication and professional development has allowed him to make a difference by "growing weeders into leaders".

Resources:

Jeff McManus: https://bit.ly/2zPLpSZ

"Growing Weeders Into Leaders": https://amzn.to/2L5lDiQ

"Pruning Like A Pro": https://amzn.to/2LtOVUy

A prime example of commitment and dedication, Noreen Beaman has worked at Brinker Capital for 29 years, serving in various positions throughout her tenure. Her experiences in each position have allowed her to learn about every facet of Brinker Capital, building a strong overview of the company that ultimately set her up for success in her current role as CEO.

As we walk through the defining moments and teachable experiences throughout Noreen's career arc, she shares valuable insights on enhancing the culture of a company as well as how to own your voice as a female in the financial services industry.

Resources:

Noreen Beaman: https://bit.ly/2vVrvk9

The views expressed are those of Brinker Capital and are not intended as investment advice or recommendation. For informational purposes only. Brinker Capital, Inc., a Registered Investment Advisor.

Erinn Ford, President of KMS Financial, stumbled into the financial services industry after graduating from the University of Washington with a degree in Speech Communication. Beginning her career in her family's practice, she used her experiences there as stepping stones to reach her ultimate goal of becoming an executive leader.

On today's episode, Erinn shares the lessons she has learned throughout her career that have given her the confidence to empower not only herself but others as well. She is a strong advocate for women in financial services and is an inspiration to many—tune in now to hear her story.

Resources:

Erinn Ford: https://prn.to/2NLQ8YW

KMS Financial: https://bit.ly/2Jet4hI

Keeping us ahead of the Curve today is Jud Doherty, President, and CEO of Stadion Money Management. Referred to as the "Uber of the financial services industry," Stadion offers highly innovative, tech-based solutions to help clients meet their long-term goals.

Three key themes come up in today's conversation: professional reinvention, the importance of customization to fit the needs of each individual client, and the execution of innovative ideas. Jud's deep understanding of these topics has not only shaped him as a leader but has positioned Stadion as a noteworthy market disruptor today.

Resources:

Jud Doherty: https://bit.ly/2KaYGKP

Stadion Money Management: https://bit.ly/2lxPBNc

If you work in or are familiar with the financial services industry, you have most likely heard of Envestnet, a leading provider of wealth management solutions. Today, we are excited to sit down with Envestnet President and Co-Founder, Bill Crager, to discuss how his success story came to fruition.

As an entrepreneur, manager and community member, Bill has always looked for unique ways in which to create meaningful opportunities for other individuals. His outlook on this industry as a vessel for positive social change is promoting a significant change in the stereotype many have previously held regarding financial services as deceptive. Bill's values, courage, and tenacity have shaped him into the inspiring leader he is today.

Resources:

Bill Crager: https://bit.ly/2KMXitm

Envestnet: https://bit.ly/2J2w84J

Ernest Hemingway Nobel Peace Prize Speech: https://bit.ly/2ILUpsk

The most memorable mentors are often the ones that provide the resources to help guide success rather than dictate a specific course of action. Rich Immesberger, Head of Trust and Estate Services at BMO Harris Bank, embodies this type of influential leader.

As we walk through Rich's professional narrative, it becomes clear that he is open to change as it comes his way and sees it is an opportunity for advancement. His calm demeanor and positive attitude are reflective of his values of holding personal happiness and fulfillment to the highest priority. We are excited to share his insights with you today.

Resources:

Richard Immesberger: https://bit.ly/2w9HBKx

BMO Harris Bank: https://bit.ly/2wcUOSF