The Cannon Curve

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 communication relate to trust?

Tune in today to find out.

Resources:

Carl's LinkedIn – https://www.linkedin.com/in/thinkingcarl/

Carl's website – https://behaviorgap.com/

Carl's books:

The Behavior Gap: Simple Ways to Stop Doing Dumb Things with Money

The One-Page Financial Plan: A Simple Way to Be Smart About Your Money

Please send Comments, Questions, and Feedback to: [email protected]

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

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 importance of conversational competency and multi-generational client relationships, and why the difference is not in technology alone but the combination of art and science.

Resources:

John Yackel LinkedIn - https://www.linkedin.com/in/john-c-yackel

Trucendent Website - https://www.trucendent.com/

Complimentary Trucendent Webcast Growing Your Practice With Trust & Estate Planning on August 31st (1.4 CE Credits) - Webcast Registration

Complimentary Cannon Financial Institute Webinar Just the FACTs on September 8th - Webinar Registration

Please send Comments, Questions, and Feedback to: [email protected]

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

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: [email protected]

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

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.

Resources:

Cetera Financial Group - https://www.linkedin.com/company/cetera-financial-group

Chantalle Couba, Joint Chief Inclusion and Diversity Officer and Chief of Staff, Office of the CEO at Cetera Financial Group - Chantalle C. | LinkedIn

John Pierce, Head of Business Development at Cetera Financial Group - https://www.linkedin.com/in/john-pierce-20ab946

Please send Comments, Questions, and Feedback to: [email protected]

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

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 Comments, Questions, and Feedback to: [email protected]

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

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 and shares four key characteristics that made them great.

Resources:

Scott Buchanan, Ph.D. - https://www.gcsu.edu/artsandsciences/gov/faculty-staff-department-of-government-and-sociology

Please send Comments, Questions, and Feedback to: [email protected]

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

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-pandemic. He also shares the tools and skill sets necessary for leaders to thrive. This episode is full of practical and applicable insight!

Resources:

Gary Mangiofico, Ph.D. -

https://bschool.pepperdine.edu/academics/faculty/gary-mangiofico/

https://www.linkedin.com/in/gary-mangiofico-ph-d-b246b85/

Please send Comments, Questions, and Feedback to: [email protected]

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

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 guest's perspective and insight as they look back on the past year and reflect on the resilient trust and wealth industry that we're in.

Resources:

Trust Education Foundation - https://www.trusteducationfoundation.com/trust-advisors-forum/overview/

Gene Lewis - https://www.linkedin.com/in/gene-lewis-7b535016

John Jansing - https://www.linkedin.com/in/john-jansing-ab761a46/

Please send Comments, Questions, and Feedback to: [email protected]

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

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/anna-buchanan33/

The Customer Comes Second, Hale Rosenbluth and Diane McFerrin Peters – https://www.harpercollins.com/products/the-customer-comes-second-hal-rosenbluthdiane-mcferrin-peters?variant=32117595045922

Please send Comments, Questions, and Feedback to: [email protected]

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

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:

David Hill, Managing Director of Investments at Integrated Wealth Solutions, Inc. - http://integratedws.com/david-hill.htm

David Hill, LinkedIn - https://www.linkedin.com/in/integratedwealthsolutions/?trk=pub-pbmap

Please send Comments, Questions, and Feedback to: [email protected]

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