Thought Leadership: Insights

Our industry faces unprecedented change and review. Cannon’s Chairman, Phil Buchanan, sat down to pen a series of articles examining both the current and future state of the client advisor. . .

Iceberg Right Ahead! Why Your Value Proposition Needs to Evolve – Part 1 of 9

“Iceberg right ahead!” yelled the forward lookout aboard the RMS Titanic. You know what happened next. Like bored mynah birds, reporters for the trade press constantly evoke the doomed ship to describe what is going to happen to you as an FA —and your firm— if you continue operating with your current business model based on Assets Under Management (AUM).

Attention grabbing certainly, but what does this mean? Read More

FAs Never Assume. You Must Know.

Years ago, I held my two-month-old godson Scotty in my arms and fed him his bottle. This wasn’t planned. His father and mother were busy with their other small children who were screaming their heads off. “Quick,” his father said, handing me the kid, “feed him.”

I’d never fed a baby. “What am I supposed to do?” Read More


Did You Know?

You have the potential to earn up to 2 hours of CE or CLE by participating in this month’s Estate Planning Teleconference call airing on November 15th.

No travel is required when you attend Cannon’s
LiveOnline™ classes beginning February 17th.
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Your first opportunity to attend Cannon’s dynamic two-day workshops in 2017 is in
San Francisco, March 20th-21st.
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You can continue your professional education in one of America’s most historical cities. Join Cannon in
Boston, MA, April 24-25, 2017.
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