First Friday Feedback

First Friday Feedback, a monthly podcast hosted by Cannon Financial Institute's Executive Chairman Phil Buchanan, is dedicated to answering the questions posed by listeners of sister podcasts, Monday Morning Mojo and The Cannon Curve.

First Friday Feedback: May 2024 05/03/2024

First Friday Feedback: May 2024 /episode/index/show/firstfridayfeedback/id/31093898

First Friday Feedback: April 2024 04/05/2024

First Friday Feedback: April 2024 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 pivotal moments where their knowledge of financial literacy made a tangible difference. With a collective commitment to promoting financial literacy, these women advocate for greater accessibility to educational resources and opportunities, recognizing it as a key driver for economic empowerment and financial independence. Join us for an empowering episode as we celebrate the resilience, expertise, and unwavering dedication of these women, shaping the future of finance. Resources: Please send Comments, Questions, and Feedback to: Please send First Friday Feedback submissions to: /episode/index/show/firstfridayfeedback/id/30688223

First Friday Feedback: March 2024 03/01/2024

First Friday Feedback: March 2024 /episode/index/show/firstfridayfeedback/id/30183053

First Friday Feedback - February 2024 02/02/2024

First Friday Feedback - February 2024 /episode/index/show/firstfridayfeedback/id/29764403

First Friday Feedback: January 2024 01/05/2024

First Friday Feedback: January 2024 /episode/index/show/firstfridayfeedback/id/29356458

First Friday Feedback: December 2023 12/01/2023

First Friday Feedback: December 2023 /episode/index/show/firstfridayfeedback/id/28883663

First Friday Feedback: November 2023 11/03/2023

First Friday Feedback: November 2023 /episode/index/show/firstfridayfeedback/id/28503950

First Friday Feedback: October 2023 10/06/2023

First Friday Feedback: October 2023 /episode/index/show/firstfridayfeedback/id/28234268

First Friday Feedback: September 2023 09/01/2023

First Friday Feedback: September 2023 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 Advice from Clint Eastwood to don’t let “the old man” in — and how it inspired a Toby Keith song Why in-person connections are so crucial to how we navigate our days Resources: Please send Comments, Questions, and Feedback to: Please send First Friday Feedback submissions to: /episode/index/show/firstfridayfeedback/id/27902346

First Friday Feedback: August 2023 08/04/2023

First Friday Feedback: August 2023 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: Please send First Friday Feedback submissions to: /episode/index/show/firstfridayfeedback/id/27660435

First Friday Feedback: July 2023 07/07/2023

First Friday Feedback: July 2023 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 describes the one word that comes to mind when he thinks of Mojo. Resources: Please send Comments, Questions, and Feedback to: Please send First Friday Feedback submissions to: /episode/index/show/firstfridayfeedback/id/27393312

First Friday Feedback: June 2023 06/02/2023

First Friday Feedback: June 2023 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: Please send First Friday Feedback submissions to: /episode/index/show/firstfridayfeedback/id/27027858

First Friday Feedback: May 2023 05/05/2023

First Friday Feedback: May 2023 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: Please send Comments, Questions, and Feedback to: Please send First Friday Feedback submissions to: /episode/index/show/firstfridayfeedback/id/26757114

First Friday Feedback: April 2023 04/14/2023

First Friday Feedback: April 2023 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: Phil’s Twitter: Cannon’s Facebook: Cannon’s LinkedIn: Please send Comments, Questions, and Feedback to: Please send First Friday Feedback submissions to: /episode/index/show/firstfridayfeedback/id/26523810

First Friday Feedback: March 2023 03/02/2023

First Friday Feedback: March 2023 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: Please send First Friday Feedback submissions to: /episode/index/show/firstfridayfeedback/id/26111634

First Friday Feedback: February 2023 02/09/2023

First Friday Feedback: February 2023 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 Comments, Questions, and Feedback to: Please send First Friday Feedback submissions to: /episode/index/show/firstfridayfeedback/id/25884573

First Friday Feedback: December 2022 12/02/2022

First Friday Feedback: December 2022 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! Resources: Please send Comments, Questions, and Feedback to: Please send First Friday Feedback submissions to: /episode/index/show/firstfridayfeedback/id/25200138

First Friday Feedback: November 2022 11/04/2022

First Friday Feedback: November 2022 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: Please send First Friday Feedback submissions to: /episode/index/show/firstfridayfeedback/id/24906183

First Friday Feedback: October 2022 10/07/2022

First Friday Feedback: October 2022 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: Please send First Friday Feedback submissions to: /episode/index/show/firstfridayfeedback/id/24612333

First Friday Feedback: September 2022 09/09/2022

First Friday Feedback: September 2022 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: /episode/index/show/firstfridayfeedback/id/24323604

First Friday Feedback: August 2022 08/05/2022

First Friday Feedback: August 2022 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: Please send First Friday Feedback submissions to: /episode/index/show/firstfridayfeedback/id/23970915

First Friday Feedback: June 2022 06/03/2022

First Friday Feedback: June 2022 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 - Kevin Kelly, Editor - Please send Comments, Questions, and Feedback to: Please send First Friday Feedback submissions to: /episode/index/show/firstfridayfeedback/id/23309054

First Friday Feedback: May 2022 05/06/2022

First Friday Feedback: May 2022 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 themes reoccurring in the industry and at conferences; What the industry is doing about cryptocurrency and the challenge of recruiting and retaining quality personnel. This episode is full of insight you don’t want to miss. Resources: Please send Comments, Questions, and Feedback to: Please send First Friday Feedback submissions to: /episode/index/show/firstfridayfeedback/id/23020451

First Friday Feedback: April 2022 04/01/2022

First Friday Feedback: April 2022 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: Please send First Friday Feedback submissions to: /episode/index/show/firstfridayfeedback/id/22648610

First Friday Feedback: March 2022 03/04/2022

First Friday Feedback: March 2022 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 Knowing-Doing Gap, Jeffrey Pfeffer and Robert I. Sutton Please send Comments, Questions, and Feedback to: Please send First Friday Feedback submissions to: /episode/index/show/firstfridayfeedback/id/22340003

First Friday Feedback: February 2022 02/04/2022

First Friday Feedback: February 2022 Since the start of 2022, Phil has been encouraging listeners to determine where they are focusing their firm’s and their own personal development. Beyond knowledge enhancement, four distinct themes have emerged. Each is critical to long-term success. Listen in as Phil unpacks each of the four themes and leaves you with a challenge to invest time to chart an intentional path to a better you. Resources: Bill Belichick, head coach for the New England Patriots Bruce Arians, head coach of the Tampa Bay Buccaneers Tom Brady, retired NFL quarterback Roberto Goizueta, former Chairman, Director and Chief Executive Officer of The Coca Cola Company Please send Comments, Questions, and Feedback to: Please send First Friday Feedback submissions to: /episode/index/show/firstfridayfeedback/id/22019177

First Friday Feedback: January 2022 01/06/2022

First Friday Feedback: January 2022 As humans, we are designed to build and evolve personal and professional growth. In a recent poll Phil did on LinkedIn, almost 40% of respondents indicated they intended to take classes on a variety of subjects. The start of 2022 is exciting, but it can be frustrating as the challenges of the prior year look to be carrying forward. Listen in to hear a quote Phil shares to encourage you to take ownership of your success and how to persevere to achieve it. Make 2022 be one of your best years. Resources: Robert Burns, National Poet of Scotland, "To a Mouse, on Turning Her Up in Her Nest With the Plough, November, 1785" Please send Comments, Questions, and Feedback to: Please send First Friday Feedback submissions to: /episode/index/show/firstfridayfeedback/id/21698414

First Friday Feedback: December 2021 12/03/2021

First Friday Feedback: December 2021 Appropriately, gratitude was the theme of the month of November; it doesn’t and shouldn’t only last for a season though. In this episode of First Friday Feedback, Phil shares three simple but intentional ways to make gratitude perpetual. Resources: Janet Lowe, Executive Vice President and Director of Vectra Wealth Management - David Hill, CEO of Integrated Wealth Solutions - Bullet Bourbon 10 Year Old - Bill Murray, Scrooged - Please send Comments, Questions, and Feedback to: Please send First Friday Feedback submissions to: /episode/index/show/firstfridayfeedback/id/21369461

First Friday Feedback: November 2021 11/05/2021

First Friday Feedback: November 2021 Phil recently posed the question on social media 'What is your ideal workplace?' 55% answered hybrid, 34% answered in-person, and 11% answered remote. In this month's episode, he explores the reasons behind employees' and employers' workplace preferences. In addressing the statistics from the poll mentioned above, he shares the positives as well as setbacks of each and provides suggestions for how to make the most of any of these work situations. Resources: Please send Comments, Questions, and Feedback to: Please send First Friday Feedback submissions to: /episode/index/show/firstfridayfeedback/id/21055415

First Friday Feedback: September 2021 09/03/2021

First Friday Feedback: September 2021 This month’s episode of First Friday Feedback addresses questions and comments from listeners from Episode 507: Seasons of Change, Episode 505: Asking the Right Questions, Episode 504: Apply the Lesson, and The Cannon Curve with Guest John Yackel. Phil responds to the following questions: Do you ever truly get comfortable with change? Are you applying all that you’ve learned or simply doing what others tell you to do? If you could ask someone you've just met only one question and be fairly certain it would lead to great dialogue, what would that question be? He also tackles a listener’s feedback on technology replacing trustees and placing an investment advisor at the center of a trust and estate planning discussion. Resources: Please send Comments, Questions, and Feedback to: Please send First Friday Feedback submissions to: /episode/index/show/firstfridayfeedback/id/20352599

First Friday Feedback

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