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About CFI/Instructors/Instructor Phil Buchanan's Corner

Instructor's Corner: Phil Buchanan

Cannon Financial Institute Cannon Team

J. Phil Buchanan, CWS®, CFP®
Chief Executive Officer
pbuchanan@cannonfinancial.com 
 
Cannon Instructor Full Bio Full Bio
Cannon Instructor Bio Video Bio Video
Cannon Instructor Classroom Video Classroom Video

Resources for Advisors
• Welcome Note Sample
• Pricing Script
• Advisor Diversification Script
• 3 Greatest Risks Script
• INHERIT Interview
• 7-Step Retirement Interview
Please use password
provided by Phil
    Phil's Monday Morning Mojo


• 3 Greatest Risk Factors Conversation
• Insurance Discovery Demonstration
• Repositioning Demonstration
Please use password provided by Phil
(user name and password are the same)

• Enroll Yourself in the Genius Factory
 


• Thought Partner or Necessary Evil: How Your Clients See You & 4 Ways to Make 2012 Your Best Year Ever - Registration Required
• 2011 Jump Start: Maximize Your Mental, Physical and Emotional Engagement
   - Registration Required
• Partnering is Dead, and I Don't Feel So Good Myself
   - Registration Required
• Five Things You Should Be Telling Your Clients
   - Registration Required
  


• www.certifiedwealthstrategist.com


• Sales and Practice Management Skills (CWS® I)
•Client Interaction Skills (CWS® II)

 

• Outliers: The Story of Success by Malcolm Gladwell
• The Blind Side by Michael Lewis
• The Goal: A Process of Ongoing Improvement by Eliyahu M. Goldratt & Jeff Cox
• Leading Organizations through Transition by Stanley A. Deetz & others
• Execution: The Discipline of Getting Things Done by Larry Bossidy & Ram Charan
• The Five Dysfunctions of a Team: A Leadership Fable by Patrick Lencioni
• The Invisible Touch: The Four Keys to Modern Marketing by Harry Beckwith
• Storyselling for Financial Advisors By Scott West & Mitch Anthony
• The New Financial Advisor By Nick Murray

See More of Phil's Recommended Readings

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