Stay connected with the latest wealth management issues facing the industry today. Cannon’s Insights Articles keep you in the loop.
A thrilling conversation with Executive Vice President and Practice Management Expert Linda Eaton.
Freeze! You’ve probably done this many times as an adult. What’s more, you did it instantaneously, without conscious thought. Reason? You sensed danger. Why freeze? Because large feline predators such as lions are attracted to— and react to —movement writes body language expert Joe Navarro in “What Every Body Is Saying.”
Don’t panic. This issue comes up a lot at Cannon Financial Institute. We will guide you through this emergency and your client will be incredibly grateful to you. So, take a deep breath, let it out slowly to the count of ten (which will reduce your pulse rate), then read the following summary.
In the brave new world of internet anarchy, we inhabit, crypto-currencies are all the rage. What exactly is a cryptocurrency? It’s “a digital currency secured through cryptography or codes that can’t be read without a key.” 1 This is the definition used by the U.S. Financial Industry Regulatory Authority (FINRA). Bitcoin, which has been around for nine years, is the most well-known.
An exhilarating conversation with Executive Vice President and Retirement Plan Curriculum Chair Larry Divers.
“Your older clients have fewer years remaining than your younger clients,” Larry told me at our recent interview. While this is stating the obvious, he feels strongly about this.
A thought-provoking conversation with Executive Vice President and Subject Matter Expert Linda Eaton.
A client informs you she has a terminal illness. This is a lightning bolt from the blue and you may find yourself at a loss for words. So, we asked our practice management expert, Cannon EVP Linda Eaton, to advise us on what to say in this, the most serious conversation you may ever have as an FA.