First Friday Feedback

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: mojo@cannonfinancial.com Please send First Friday Feedback Submissions to: mojo@cannonfinancial.com

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: mojo@cannonfinancial.com Please send First Friday Feedback Submissions to: mojo@cannonfinancial.com

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: mojo@cannonfinancial.com Please send First Friday Feedback Submissions to: mojo@cannonfinancial.com

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: https://bit.ly/31VS5eI Please send comments, questions, and feedback to: mojo@cannonfinancial.com Please send First Friday Feedback submissions to: mojo@cannonfinancial.com

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: https://www.cnn.com/2020/05/27/us/george-floyd-trnd/index.html America Healing Racial Equity Resource Guide: http://www.racialequityresourceguide.org/profile/about-this-guide Tom Herman, University of Texas, Head Coach of Football: https://www.cnn.com/2020/06/02/us/tom-herman-spt-trnd/index.html Please send comments, questions, and feedback to: mojo@cannonfinancial.com Please send First F

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: https://www.cannonfinancial.com/podcast/episode-45-cannon-connects Tash Elwyn, President and CEO of Raymond James & Associates: https://www.raymondjames.com/about-us/leadership-team/tash-elwyn General Colin Powell: https://www.biography.com/political-figure/colin-powell Hertz: https://www.hertz.com/ AIG (American International Group, Inc.): https://www.aig.com/individual Western Mutual: https://www.westernmutual.com/ Alaska Air, Inc.: https://www.alaskaair.com/ Please send comments, questions, and feedback to: mojo@cannonfinancial.com Please send First Friday Feedback submissions to: mojo@cannonfinancial.com

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: https://bit.ly/3aC77rH   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: mojo@cannonfinancial.com Please send First Friday Feedback submissions to: mojo@cannonfinancial.com

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: http://www.jonmeacham.com/ Please send comments, questions, and feedback to: mojo@cannonfinancial.com Please send First Friday Feedback submissions to: mojo@cannonfinancial.com

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: mojo@cannonfinancial.com Please send First Friday Feedback submissions to: mojo@cannonfinancial.com

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: mojo@cannonfinancial.com Please send First Friday Feedback submissions to: mojo@cannonfinancial.com

When thinking about self-development or taking on a new challenge, do you ever consider creating a plan and setting goals? How can you develop new expertise and credibility? When hiring for a position, do you consider if the candidate fits the three C’s: culture, connection, and communication? These are all questions to think about when planning for the future of your team. On this month’s First Friday Feedback, Phil tackles questions submitted by our loyal listeners with common themes of confidence, passion, and development. As you listen in, he provides us with new challenges and perspectives to take into the new year. Resources: Please send comments, questions, and feedback to: mojo@cannonfinancial.com Please send First Friday Feedback submissions to: mojo@cannonfinancial.com

In today’s episode, Phil responds to questions and feedback from listeners about topics covered in the past month’s podcast episodes. He shares personal experiences and unique insight he has gained because of them. Despite three different questions, there is one overarching theme in today’s episode, never stop. Listen in to learn what that means in terms of personal and professional growth and success. Resources: Please send comments, questions, and feedback to: mojo@cannonfinancial.com Please send First Friday Feedback submissions to: mojo@cannonfinancial.com

Innovation, internships, and undertaking of a business venture are three of the main topics covered in today’s First Friday Feedback episode. What comes to your mind when you think of these different topics? Perhaps, creating a plan or investing in the future. Phil welcomes Bill Trigleth and Cindy Hooper, both members of the Cannon family, as they bring their expertise to these three topics of discussion. Listen in, as we learn more about how planning and thinking ahead can lead to long-term success. Resources: Please send comments, questions, and feedback to: mojo@cannonfinancial.com Please send First Friday Feedback submissions to: mojo@cannonfinancial.com

This summer at Cannon, we have had the pleasure of hosting eight interns to help tackle many projects. Through our program, we strive to give each intern real world experience to take with them as they continue their journey. Today, we have three of our interns, Kellie Smith, Paul Duffey, and Bobby Jones, to discuss with Phil their involvement and the importance of internships. Each one of them will share with us the projects they have been working on this summer and how the skills they have developed will influence their future endeavors. Resources: Thomas Edison’s Quote: https://bit.ly/1Rx90WD Please send comments, questions, and feedback to: mojo@cannonfinancial.com Please send First Friday Feedback submissions to: mojo@cannonfinancial.com

It can only take one person to make an effort in valuing a relationship, to show that they care in order to have a positive impact on an individual. By being in the financial industry, we have the power and ability to change the lives of the people that surround us. On this month’s episode, Phil had the pleasure of interviewing a long time colleague and recent retiree, Fran Demaris. Fran’s impact on the people she has touched is tremendous; she shows the true meaning of caring for others. As her chapter ends at Cannon, she challenges us to continue to learn and test our capabilities, to value every relationship, and to serve others with the best intentions. Resources: Please send comments, questions, and feedback to: mojo@cannonfinancial.com Please send First Friday Feedback submissions to: mojo@cannonfinancial.com

Are there aspects in your career where you are lacking confidence? Do you need a change? Through hard work, increased engagement, and keeping an open mind, you can challenge yourself to improve your capabilities. On this month’s First Friday Feedback, Phil is joined by a new face at Cannon, Shannon Price. With over 40 years combined industry experience, they share their wisdom to both young and seasoned professionals. Regardless of your experience, today’s episode will provide you with the guidance you need to navigate through your career. Resources: Please send comments, questions, and feedback to: mojo@cannonfinancial.com Please send First Friday Feedback submissions to: mojo@cannonfinancial.com

Regardless of your profession, getting engaged and involved is essential for success. Coordinating technology and following through on a plan require tenacity.  Add unexpected events or even personal missteps to the equation and your perspective certainly changes.  In this month’s episode of First Friday Feedback, Phil tackles listener questions of adversity, technology, and keeping commitments.  Let’s listen in as he offers insight and timeless advice on professional and personal experiences. Resources: Please send comments, questions, and feedback to: mojo@cannonfinancial.com Please send First Friday Feedback submissions to: mojo@cannonfinancial.com

In planning your own career goals and ambitions, as well as those of your clients, do you consider these goals on a long-time basis? Do you demonstrate a curious and interested outlook to create unique and tailored solutions for each of your clients’ financial needs? Mastering these traits is absolutely key in becoming the most successful professional that you can be. This month on First Friday Feedback, we discuss themes from taking the long-view when planning career goals and the value of a curious mindset for any professional. Join us as we delve into these familiar topics and uncover new perspectives and outlooks on each one. Resources: Please send comments, questions, and feedback to: mojo@cannonfinancial.com Please send First Friday Feedback submissions to: mojo@cannonfinancial.com

Finding a balance between your creative spark and practical knowledge and expertise can be challenging for any professional, but it can be particularly difficult for anyone who feels stifled or uninspired. At that point in your career, it is absolutely vital to have honest and open communication with your colleagues and superiors to successfully maneuver those feelings.  This month, we are honored to hear from a very special guest, Jay Hummel, whose experience with entrepreneurship and business gives him the perfect insight to discuss the importance of achieving this balance. Tune in for an episode you don’t want to miss! Resources: Please send comments, questions, and feedback to: mojo@cannonfinancial.com Please send First Friday Feedback submissions to: mojo@cannonfinancial.com Jay Hummel - https://bit.ly/2VrPJho

Transitioning within a company is almost always seen in a positive light; however, the work that comes with a successful move is often overlooked. Changing roles can be difficult for a multitude of reasons. In this month’s episode of First Friday Feedback, Phil discusses the various challenges that come along with transitioning positions within a company. These situations are dynamic and can be difficult to navigate. Join us as Phil gives advice for situations listeners like you are currently in. Resources: Please send comments, questions, and feedback to: mojo@cannonfinancial.com Please send First Friday Feedback submissions to: mojo@cannonfinancial.com