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: 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: August 2021 08/06/2021

First Friday Feedback: August 2021 Unsung heroes, old friends, and visionaries. Listeners reiterate three key lessons from last month’s episodes. Take the time to understand others; what motivates them and what they’re passionate about. Love binds us: different political views, opinions, genders, and ethnic backgrounds. Look past differences to see the bigger picture. Resources: Jeff Bezos, CEO and Founder of Amazon - Elon Musk, CEO and Chairman of Tesla - Richard Branson - Sara Blakely, CEO of Spanx - H.J. Russell - Please send Comments, Questions, and Feedback to: Please send First Friday Feedback submissions to: /episode/index/show/firstfridayfeedback/id/20049476

First Friday Feedback: July 2021 07/02/2021

First Friday Feedback: July 2021 In this episode, Phil comments on listener’s feedback about the power of music, stepping outside of your comfort zone, and building a better tomorrow for all. He also answers one listener’s question about how to develop better, more realistic perspectives. Listen in to continue the conversations from the past month! Resources: Please send Comments, Questions, and Feedback to: Please send First Friday Feedback submissions to: /episode/index/show/firstfridayfeedback/id/19676330

First Friday Feedback: June 2021 06/04/2021

First Friday Feedback: June 2021 This episode of First Friday Feedback is about leadership and rising above. What is a leader’s role in strengthening weak links? Why do leaders pivot? How do you focus on the positive of change? Tune in as Phil answers these listener questions as well as provides a four-prong approach to dealing with criticism. Join the conversation and rise above. Resources: Please send Comments, Questions, and Feedback to: Please send First Friday Feedback submissions to: /episode/index/show/firstfridayfeedback/id/19332422

First Friday Feedback: May 2021 05/07/2021

First Friday Feedback: May 2021 In this month’s episode of First Friday Feedback, Phil unpacks episode 489, The Main Thing, after a listener questions his perspective about long-term planning. Another listener’s feedback reminds us to slow down, be mindful and thankful, but to keep moving forward. The final listener asks for advice on how to get veteran colleagues' help on further developing client interaction skills. Listen in! Resources: Please send Comments, Questions, and Feedback to: Please send First Friday Feedback submissions to: /episode/index/show/firstfridayfeedback/id/19010387

First Friday Feedback: April 2021 04/02/2021

First Friday Feedback: April 2021 In this month’s episode, Phil shares his personal reflections on responses from three listeners. One listener reminds us that even though life can be hard, we get to pick our path. Another listener encourages us to learn from our pasts but not to let it define us. The final listener gives us practical advice, “Just because we can, doesn’t mean we should.” Phil concludes the episode with the most important thing to remember as we live post-2020; be flexible and give grace. Resources: Please send Comments, Questions, and Feedback to: Please send First Friday Feedback submissions to: /episode/index/show/firstfridayfeedback/id/18571847

First Friday Feedback: March 2021 03/05/2021

First Friday Feedback: March 2021 It’s been a year since the world first shut down for COVID-19; a lot has been learned, but there’s still more to learn. In this month’s episode of First Friday Feedback, Phil shares and responds to listener’s feedback on changes and lessons learned in the past year. Listen in to hear more! Resources: Please send Comments, Questions, and Feedback to: Please send First Friday Feedback submissions to: /episode/index/show/firstfridayfeedback/id/18191981

First Friday Feedback: February 2021 02/05/2021

First Friday Feedback: February 2021 This month's episode is packed full of listener feedback and questions! Join Phil as he relates and responds to this feedback and gives insight and direction to your questions. Mistakes, accountability peer groups, planting seeds, mentorship, and technology are a few of the key topics in this episode. Don’t miss the full conversation; listen in. Resources: Please send Comments, Questions, and Feedback to: Please send First Friday Feedback Submissions to: /episode/index/show/firstfridayfeedback/id/17819030

First Friday Feedback: January 2021 01/08/2021

First Friday Feedback: January 2021 Join Phil this month for an untraditional yet timely episode of First Friday Feedback. In this episode, Phil addresses the recent event at our nation's Capitol and provides listeners with three takeaways that he learned and continues to use from a negotiation class many years ago. He concludes with four challenges for all of us to embrace and live by every day; go be a bright light in the world today. Resources: Please send Comments, Questions, and Feedback to: Please send First Friday Feedback Submissions to: /episode/index/show/firstfridayfeedback/id/17462924

First Friday Feedback: December 2020 12/04/2020

First Friday Feedback: December 2020 In this month’s episode, Phil responds to feedback from three listeners on a range of topics; the importance of spending time with people with different perspectives than you, ease of entry, and 360-degree leadership. He also addresses the impact of the pandemic on the way we do business. He concludes the episode by answering the last question and sharing his takeaway for the year 2020. Resources: Please send Comments, Questions, and Feedback to: Please send First Friday Feedback Submissions to: /episode/index/show/firstfridayfeedback/id/17058188

First Friday Feedback: November 2020 11/06/2020

First Friday Feedback: November 2020 In this month’s First Friday Feedback episode, Phil responds to three listener’s questions and comments. Listen in as Phil unpacks the importance of embracing different points of view and why you should invest in developing someone versus simply teaching them. He concludes with advice and suggestions of how to do little things for others on a more consistent basis. Resources: Please send Comments, Questions, and Feedback to: Please send First Friday Feedback Submissions to: /episode/index/show/firstfridayfeedback/id/16700273

First Friday Feedback: October 2020 10/02/2020

First Friday Feedback: October 2020 In this month’s First Friday Feedback episode, Phil responds to three listener’s insightful and introspective questions and comments. This episode offers advice for aspiring leaders of change, reiterates the importance and impact of nudges, and encouragement for how to interact with people that bring out less than our best. Listen in! Resources: Please send Comments, Questions, and Feedback to: Please send First Friday Feedback Submissions to: /episode/index/show/firstfridayfeedback/id/16237589

First Friday Feedback: September 2020 09/04/2020

First Friday Feedback: September 2020 This month’s episode is truly full of feedback! Phil shares two listener’s in-depth comments and experiences during the pandemic as a response to Monday Morning Mojo episodes Stronger (Episode 453) and Baseball, Hot Dogs, and Apple Pie (Episode 450). He also shares several listener’s Simple Pleasures (Episode 454). Thank you for submitting comments and for being a loyal listener of all our podcasts. Until next month! Resources: Please send Comments, Questions, and Feedback to: Please send First Friday Feedback Submissions to: /episode/index/show/firstfridayfeedback/id/15873551

First Friday Feedback: August 2020 08/07/2020

First Friday Feedback: August 2020 In this month’s episode of First Friday Feedback, Phil dives deeper into three topics discussed in July’s podcast episodes. Listen in as Phil identifies a few areas that he believes advisors should constantly be working on to enhance their proficiency. He also gives suggestions on how to re-engage and stay engaged with important relationships in our lives despite the challenges of the pandemic. He concludes this episode by defining the distinction between leaders and great leaders. Resources: Please send Comments, Questions, and Feedback to: Please send First Friday Feedback Submissions to: /episode/index/show/firstfridayfeedback/id/15511883

First Friday Feedback: July 2020 07/10/2020

First Friday Feedback: July 2020 In this month’s episode of First Friday Feedback, Phil unpacks two timely questions submitted by subscribers of our sister podcasts. Listen in as he shares three recommendations for staying engaged with clients and centers of influence in today’s world. Then in conclusion, Phil outlines four steps forward to impart real change to the diversification challenge within the wealth management industry. This episode is full of relevant insight; don’t miss it! Resources: Lisa Shidler. “How an RIA's tweets pointed out the obvious--the lack of diversity in the mostly white RIA industry - and opened the door to a dialogue on creating more minority opportunity.” RIABiz, 24 June 2020: Please send comments, questions, and feedback to: Please send First Friday Feedback submissions to: /episode/index/show/firstfridayfeedback/id/15144800

First Friday Feedback: June 2020 06/05/2020

First Friday Feedback: June 2020 In today’s episode, Phil opens up about his reaction to current events and the piercing question; how do we address the issue of racism in our country? None of us are exempt from the responsibility. In fact, we must find a way to start and engage in the uncomfortable conversations. To be outraged by senseless acts is simply not enough. We must find a way to separate the byproducts of rage from their root causes such as fear, distrust, and frustration. Phil encourages each of us to spend the time and energy necessary to become active players seeking to address and fix the real issues. Resources: Remembering George Floyd: America Healing Racial Equity Resource Guide: Tom Herman, University of Texas, Head Coach of Football: Please send comments, questions, and feedback to: Please send First Friday Feedback submissions to: /episode/index/show/firstfridayfeedback/id/14701556

First Friday Feedback: May 2020 05/01/2020

First Friday Feedback: May 2020 In this month’s episode, Phil unpacks feedback and questions from two listeners. Listen in as Phil gives advice on how to elevate your game during these times and as he recaps four personal takeaways from Cannon Connects interviews, a pop-up series as a result of the pandemic. Resources: Cannon Connects: Tash Elwyn, President and CEO of Raymond James & Associates: General Colin Powell: Hertz: AIG (American International Group, Inc.): Western Mutual: Alaska Air, Inc.: Please send comments, questions, and feedback to: Please send First Friday Feedback submissions to: /episode/index/show/firstfridayfeedback/id/14224964

First Friday Feedback: April 2020 04/03/2020

First Friday Feedback: April 2020 We have two impactful notes to unpack from listeners on topics of practical business routines and positive outlooks. Let’s jump into April’s episode of First Friday Feedback. Our team wants you to know we love our extended Cannon community. We hope you stay safe and secure; we are with you in this fight. We will endure; we will get past this. Phil’s Tips for Dealing with Current Challenges: How to Take Charge in Uncontrollable Environments: Resources: “The world can change in an instant.” – Phil’s father “We’ve got work to do, so let’s move on.” – Phil’s father’s cousin, Robert Kellum Please send comments, questions, and feedback to: Please send First Friday Feedback submissions to: /episode/index/show/firstfridayfeedback/id/13822463

First Friday Feedback: March 2020 03/06/2020

First Friday Feedback: March 2020 Are you a young female professional in the financial industry or do you know someone who is? Do you want to be a force for good? Have you thought of ways to improve your communication skills? Join Phil in an episode full of insight; there is something for all of us to learn. Phil gives advice to young female professionals in the industry, his thoughts on how we can handle the negativity on social media, and finally, tips and techniques on how to grow our communication skills. Resource: John Meachem: Please send comments, questions, and feedback to: Please send First Friday Feedback submissions to: /episode/index/show/firstfridayfeedback/id/13430246

First Friday Feedback: February 2020 02/07/2020

First Friday Feedback: February 2020 What elements of value do you bring? How do you find your purpose? What was your motivation in letting others host Monday Morning Mojo during the month of December? Join us on this month’s First Friday Feedback as Phil dives into these questions submitted by our podcast listeners. We hope you have a great month! Be sure to join us in March for our next episode. Resources: Please send comments, questions, and feedback to: Please send First Friday Feedback submissions to: /episode/index/show/firstfridayfeedback/id/13045817

First Friday Feedback: January 2020 01/03/2020

First Friday Feedback: January 2020 To kick off the first podcast of the new year, Phil answers questions submitted by our listeners on themes of passion, reflection, and goal setting. How do you prepare for a new year? What lessons did you learn in 2019? What can you do to be more involved 2020? As you join in, you’ll find insight and encouragement on how to make the most of 2020. Happy New Year! Resources: Please send comments, questions, and feedback to: Please send First Friday Feedback submissions to: /episode/index/show/firstfridayfeedback/id/12595247

First Friday Feedback

TOPICS