Cannon Financial Institute

Insights Newsletter Archive

November 2016

Our November issue features these articles:

  • Iceberg Right Ahead! Why Your Value Proposition Needs to Evolve – Part 1 of 9
  • FAs Never Assume. You Must Know.

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October 2016

Our October issue features these articles:

  • Wow, Do I Love Orange Juice
  • While you were out... Wealth Transfer Happened.

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September 2016

Our September issue features these articles:

  • Retirement Acronyms Stage a Jail Break: Part 2
  • The Illustrated Behavioral Investor Type Framework

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August 2016

Our August issue features these articles:

  • Retirement Acronyms Stage a Jail Break: Part 1
  • The Agressive Behavioral Investor Type

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July 2016

Our July issue features these articles:

  • She's a Canadian?
  • The Growth Behavioral Investor Type

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June 2016

Our June issue features these articles:

  • The Attack of the Millennials: Who Has the Money and Your Future as an FA
  • The Moderate Behavioral Investor Type

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May 2016

Our May issue features these articles:

  • The Traditional Family Wasn’t and Isn’t Today
  • The Conservative Behavioral Investor Type

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April 2016

Our April issue features these articles:

  • A Tsunami and the DOL Fiduciary Rule: How to Survive Both
  • Behavioral Finance & Risk Tolerance

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March 2016

Our March issue features these articles:

  • Agency vs Fiduciary
  • Behavioral Finance

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February 2016

Our February issue features these articles:

  • Behavioral Finance: Behavioral Biases of Agressive Investors
  • How to use technology without turning into a 'robo advisor'

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January 2016

Our January issue features these articles:

  • Behavioral Finance: Behavioral Biases of Growth Oriented Investors
  • Personal Trust Sales

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December 2015

Our December issue features these articles:

  • Unique Assets: Hidden Half of Your Clients' Wealth
  • Behavioral Finance: Behavioral Biases of Moderate Investors

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November 2015

Our November issue features these articles:

  • Building Self-Propelled People through Performance Coaching
  • Behavioral Finance: Behavioral Biases of Conservative Investors

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October 2015

Our October issue features these articles:

  • Behavioral Finance: An Introduction
  • Coverage as an asset? Why life insurance is now a key part of wealth preservation

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September 2015

Our September issue features these articles:

  • As college expenses rise, CRUTs can do more than plan for retirement
  • GSTT: Why it is important, and how families can avoid it

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August 2015

Our August issue features these articles:

  • Growing the industry: New advisor development as important as ever
  • The 6 'Cs' for working with women in wealth management

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July 2015

Our July issue features these informative articles:

  • Are financial advisors bad at planning their own exits?
  • Women in philanthropy: Their motivations, the numbers and its impact on advisors

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June 2015

Our June issue features these articles:

  • The Power of a (Grand) Mother
  • ETFs: Prevent confusion and help your clients diversify their portfolios
  • Is there a future in virtual advising?

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May 2015

Our May issue features these informative and timely articles:

  • Succession versus Estate Planning for Landowners
  • Is the Charitable Deduction at Risk?

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April 2015

Our April issue features these informative and timely articles:

  • Painting by numbers: When art can make for a solid investment
  • Digital presence: How to upgrade and evolve your online persona

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March 2015

Our March issue features these informative and timely articles:

  • Technology takes hold: Are financial advisors a thing of the past?
  • 2015 Trends for Estate Planning

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February 2015

Our February issue features these articles:

  • Duane Lee's Captial Ideas
  • The unfulfilled promise: IBD growth via supporting advisor growth

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January 2015

Our January issue features these articles:

  • Overconfident clients? How to battle bias when talking retirement
  • Duane Lee's Captial Ideas
  • 2015 Key Numbers provide details on Section 179, additional data for financial advisors
  • Strategic business planning: Start 2015 off on the right foot

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December 2014

Our December issue features these informative and timely articles:

  • From prospect to client: How financial advisors can grow their business
  • Alternative assets: Navigating nontraditional investments in today's economic climate
  • How to balance family conflict and wealth management
  • Prevent self-sabotage: Help your clients move in the right direction

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November 2014

Our November issue features these informative and timely articles:

  • Donor-advised Funds: Maximize your clients' charitable giving
  • The Entrepreneurial Spirit: How financial planning changes for the self-employed
  • A New Wave of Wealth Management: How to work with younger generations

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October 2014

Our October issue features a letter from our President and COO, Shane O'Neill along with the following interesting and timely articles:

  • Family Planning: How to balance the fiscal and emotional sides of a wealth transfer
  • Charitable giving: Address philanthropic trends to improve donations
  • College planning: Help students receive an education without sacrificing their financial future

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