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PODCAST

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.

business

All Episodes

19:40

First Friday Feedback: September 2018

First Friday Feedback ·

2018/09/07

While technology has made it possible for employees to communicate with each other through a multitude of channels, it has also made it more likely for information to be misconstrued. With employees in the office from different generations as well as employees working remotely, the chances for miscommunication are high. In this month’s episode, Phil is joined by Techincal Producer, Cat Carter, to discuss how to navigate the communication barriers in the officeplace. Once you learn how to navigate

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23:51

First Friday Feedback: August 2018

First Friday Feedback ·

2018/08/03

Volunteer work and your career: where do they intersect and what kind of responsibility do you hold as a professional to give back to the community in which you live and work? Today, Phil is joined by Cannon Adjunct Instructor and avid philanthropist, Jacquie Hart, to answer your questions about how and why to get involved in charitable organizations. By donating your time and resources to causes for which you are passionate, you’re likely to find the fulfillment you’ve been looking for. Resources:

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20:04

First Friday Feedback: July 2018

First Friday Feedback ·

2018/07/06

How can you ensure you are effectively connecting with your clients? In what ways can the leadership team at your firm promote a client-centered culture? How is technology changing the game in terms of communication and relationship development? Today, Phil is joined by Cannon Executive Vice President, Bill Eustis. Together the two will tackle listener questions regarding relationship management and sustainment. They will discuss client engagement and communication expectations, providing you with

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23:04

First Friday Feedback: June 2018

First Friday Feedback ·

2018/06/01

On this month’s edition of First Friday Feedback, two key members of Cannon’s Learning and Development team, Chris Nekvinda and Tina Harkness, join us to discuss key trends in education as it has evolved over the years. From mobile platforms to Cloud-based technology to video usage, we have seen abundant improvements in the way we are able to receive and share information. How can you utilize these resources to expand knowledge in your firm? Resources: Please send comments, questions, and feedback

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15:49

First Friday Feedback: May 2018

First Friday Feedback ·

2018/05/04

This month, Phil is joined by Senior Vice President and Managing Consultant, Perry Hooker. Together the two discuss adding value and staying relevant to clients and prospects. Clients possess more power because of the multitude of choices they have. In today’s world, it is essential to provide services that make your company stand out. Phil and Perry contemplate the ways in which to add value with a service-driven business model while also managing day-to-day operations. By realizing the importance

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19:17

First Friday Feedback: April 2018

First Friday Feedback ·

2018/04/06

The millennial generation is one of the most talked-about topics in the professional world today, as older employees often indicate challenges understanding and managing their work styles. Today, Phil is joined by Cannon’s Client Engagement Specialist and millennial herself, Ashley Wilson, to help bridge the gap between millennials entering the workforce and the more seasoned colleagues they work alongside. The two discuss strategies to improve engagement between individuals of all ages as well as

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17:55

First Friday Feedback: March 2018

First Friday Feedback ·

2018/03/02

On this month’s First Friday Feedback, Phil and Executive VP and Director of Retirement Plan Services, Larry Divers, answer questions regarding the ethical standards and expectations in the industry today. The Fiduciary Rule raised the bar for firms, demanding that the client’s best interest be understood and represented; however, not everyone chooses to follow this rule. What implications does this have and how do we tackle situations where we become aware of poor practice? Resources: Please send

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20:01

First Friday Feedback: February 2018

First Friday Feedback ·

2018/02/02

Today, Phil and Cannon Executive Vice President, Linda Eaton, discuss and answer questions on the broad topic of leadership. As experienced leaders themselves, the two provide insight on how you can promote innovation and growth in your company, even after you are gone. First, we consider ideas for how to inspire creative autonomy and overcome the barrier of innovation in the traditional field of financial services. Next, we answer the question of how to effectively prepare to pass your practice

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23:05

First Friday Feedback: January 2018

First Friday Feedback ·

2018/01/05

In this episode, Phil is joined by Cannon’s Senior Vice President and Director of Strategic Alliances, Theresa Silcox. The two discuss their viewpoints on relationships and how to both strengthen and protect them. Together they address a listener’s question “How to effectively navigate a successful sales interaction?” by determining if one’s sales efforts are best executed through relationship development or through the challenger approach. Another listener has asked, “How does one avoid or diffuse

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21:25

First Friday Feedback: December 2017

First Friday Feedback ·

2017/12/01

Today, Phil is joined by Cannon Executive Vice President and Director of R&D, Bill Trigleth. The two share their unique perspectives on the integration of new technology, joint projects with upper management, and coping with an open workspace environment. In this episode of First Friday Feedback we encourage you to think about technology from a new perspective; instead of simply accepting it, understand its significance in your business processes. We also advise you to thoroughly analyze upper

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14:51

First Friday Feedback: November 2017

First Friday Feedback ·

2017/11/03

Cultural fit and the internal relationships we develop with our colleagues are essential to success and happiness. Whether we like it or not, the actions and behaviors of other individuals will impact our ability, confidence, and willingness to work in an environment. In this episode, we hear from two of our listeners, both of whom share issues they are currently facing with the dynamic of their team: the first with upper management and the second with a new business partner. Despite their best

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14:33

First Friday Feedback: October 2017

First Friday Feedback ·

2017/10/06

Today, Cannon Financial Institute is excited to announce the launch of First Friday Feedback, a sister podcast to Monday Morning Mojo and the Cannon Curve. In this series, our host, Phil Buchanan, will be addressing questions specifically posed by you, our listeners. Our aim is to focus on the issues and circumstances relevant to our audience. Thus, we invite you to steer the content and ask questions that you believe could help improve a dilemma you may be facing in your professional life – big or

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92 results

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