First Friday Feedback

No matter the nature of professional relationships, it is inevitable that disagreements will arise between colleagues in a workplace. In order to navigate these situations, it is vital to establish mutual respect between each coworker.     In this month’s episode of First Friday Feedback, Phil is joined by long-time business partner, Cannon Financial Institute President and Chief Operating Officer, friend and brother-in-law Shane O’Neill. Listen in as they discuss how to maintain harmony in the office despite professional conflicts. Resources: Please send comments, questions, and feedback to: mojo@cannonfinancial.com Please send First Friday Feedback submissions to: mojo@cannonfinancial.com Hugh Massie - https://bit.ly/2s6LpHz DNA Behavior founder - https://bit.ly/2mk8kw3

It takes only one customer having a bad experience with an employee at your firm to influence the reputation of your entire company. No matter the industry, ensuring that each and every client has an exceptional experience is key to building loyalty and lasting relationships. In this month’s episode, Alli Jordan of LibertyFi shares her experience and expertise on how to create a tailored experience for each and every client. Listen in today to learn how to navigate tricky situations with your clients so that every person leaves satisfied. Resources: Please send comments, questions, and feedback to: mojo@cannonfinancial.com Please send First Friday Feedback submissions to: mojo@cannonfinancial.com Alli Jordan- LinkedIn -  https://www.linkedin.com/in/alli-jordan-12839021/

No matter your level of education or experience, it is inevitable that you will face some obstacles and challenges during your career. Instead of allowing these hurdles to be discouraging, we urge you to view them as opportunities for re-evaluation and professional growth. This month, Phil is joined by friend and colleague, Will Cochran, to discuss how to maintain confidence and focus while facing professional adversity. By acknowledging your mistake and opening yourself to counsel from your colleagues, you will find they are not so difficult to rectify.   Resources: Please send comments, questions, and feedback to: mojo@cannonfinancial.com Please send First Friday Feedback submissions to: mojo@cannonfinancial.com

In today’s increasingly interconnected world, it can be difficult to balance personal and professional relationships within the workplace. However, when an advisor is able to find this balance, true loyalty and trust are established. In this month’s episode, Phil is joined by long-time friend and Executive Vice President, Jeff Cobb, to discuss the challenges posed by multifaceted relationships in a work environment and give insight on how they have personally overcome them. Resources: Please send comments, questions, and feedback to: mojo@cannonfinancial.com Please send First Friday Feedback submissions to: mojo@cannonfinancial.com Jeff Cobb - https://bit.ly/2RgEM0Q

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 the channels of communication in your office, you will experience the benefits of a truly cohesive workforce. Resources: Carol Quinn, Author, Keynote Speaker, Creator of Motional-based Interviewing, CEO of Hire Authority, Inc.: https://amzn.to/2MVdsGC Please send comments, questions, and feedback to: mojo@cannonfinancial.com Please send First Friday Feedback submissions to: mojo@cannonfinancial.com

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: Please send comments, questions, and feedback to: mojo@cannonfinancial.com Please send First Friday Feedback submissions to: mojo@cannonfinancial.com   References: Jacquie Hart - https://bit.ly/2vrnMup Luke 12:48 - https://bit.ly/2tGBgo8 VolunteerMatch - https://bit.ly/ZDorXv GuideStar - https://bit.ly/2gqcTkz Charity Navigator - https://bit.ly/1nxQ1Oc Charitable Foundation Management - https://bit.ly/2Ax7qGD

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 tools to improve your relationships in your professional life. Resources: Please send comments, questions, and feedback to: mojo@cannonfinancial.com Please send First Friday Feedback submissions to: mojo@cannonfinancial.com

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 to: mojo@cannonfinancial.com Please send First Friday Feedback submissions to: mojo@cannonfinancial.com   References: The theory of connectivism: https://bit.ly/2LKTWbB 70-20-10 model: https://bit.ly/2mninje Moore’s Law: https://bit.ly/2rFIK7O

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 of prospecting and also ensuring your practice runs efficiently, you can guarantee that you remain relevant to both current and potential clients. Resources: Please send comments, questions, and feedback to: mojo@cannonfinancial.com Please send First Friday Feedback submissions to: mojo@cannonfinancial.com

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 ways that millennials can be influential in the digital realm of their firm. Today’s conversation provides insights valuable to all professionals and is sure to help you maneuver the generation barrier with more ease. Resources: Please send comments, questions, and feedback to: mojo@cannonfinancial.com Please send First Friday Feedback submissions to: mojo@cannonfinancial.com

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 comments, questions, and feedback to: mojo@cannonfinancial.com Please send First Friday Feedback submissions to: mojo@cannonfinancial.com  “State Regulator Galvin Is Putting Teeth in DOL Fiduciary Rule” (Scottrade case mentioned by Larry Divers): https://goo.gl/mvTfUJ  

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 on to the next generation following retirement, even years in advance. Finally, we delve into leadership tactics that may help you train and motivate a successor to continue a specific project you started both efficiently and passionately.   Resources: Please send comments, questions, and feedback to: mojo@cannonfinancial.com Please send First Friday Feedback submissions to: mojo@cannonfinancial.com

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 situations where political differences create unwanted tension?” Phil and Theresa volunteer their perspective on how to approach this delicate conversation in both a digital and face-to-face environment. Resources: Please send comments, questions, and feedback to: mojo@cannonfinancial.com Please send First Friday Feedback submissions to: mojo@cannonfinancial.com   References: The Challenger Sale by Matthew Dixon and Brent Adamson: https://binged.it/2Cv3aqM Crucial Conversations by Kerry Patterson: https://binged.it

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 management’s reasoning behind seemingly inefficient decision making. Finally, we suggest some creative ways to adjust to an open workspace environment. Resources: Please send comments, questions, and feedback to: mojo@cannonfinancial.com Please send First Friday Feedback submissions to: mojo@cannonfinancial.com   References: Lori Hardwick, Cannon Curve Interview: Part 1: http://bit.ly/2jznY58 Part 2: http://bit.ly/2AeBepM Portfolio Project Management Process: http://prioritysystem.com/PDF/reasons6b.pdf Simon Sinek, 

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 effort, these individuals are losing passion and patience because their style conflicts with those they work with.  This Friday, we offer advice on finding your cultural fit, give perspective on how to engage constructively with difficult team dynamics, and recommend two great reads that can provide more insight to you. Resources: Please send comments, questions, and feedback to: mojo@cannonfinancial.com Please send First Friday Feedback submissions to: mojo@cannonfinancial.com   References: The Five Dysfunctions of a

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 small.   In this episode, we hear from three individuals who are facing challenges in their work environment and offer outside perspective and advice to help guide them in their attempt to remedy the situation. We address how to approach a conflict in a team of intergenerational dynamics, discuss tactics you can employ to help overcome feeling burnt out or unmotivated, and give advice to an individual whose personal situation is inadvertently causing work-life stress.    Thank you to those of you who submitted ques