Phil Buchanan serves as Executive Chairman of the Board for Cannon Financial Institute. Phil is one of most highly sought wealth management experts in America. He has worked with major financial services firms in North America and their subsidiaries abroad as a speaker, trainer, consultant, and coach.
Phil delivers keynotes at industry gatherings, writes for industry publications and is frequently interviewed by the media on wealth management. Entrepreneurial by nature, Phil formerly served as President of Argent Financial Group, non-executive Chairman of Laurus Holdings, and as a member of the board of Allen & Company.
Through practical messages and unique approaches to practice management, Phil teaches wealth management professionals how to prepare themselves with the knowledge they need to serve the wealth market, how to communicate their expertise to wealthy clients and prospects through interviewing, and how to reach the pinnacle of personal and professional success.
Phil’s goal is to instill confident competence in each financial professional, not only in the technical aspects of their business but in sales and service to their clients. He seeks to inspire advisors by creating personal accountabilities and actionable business plans that produce results.
- M.S.J in Financial Services Compliance - Seton Hall University School of Law
- B.S. in Economics- University of Georgia
Designations, Affiliations & Licenses
- Certified Wealth Strategist® (CWS®)
- Series 65, Registered Investment Advisor
- Certified Financial Planner™ (CFP®)
- Chartered Financial Consultant® (ChFC®)
- Chartered Life Underwriter® (CLU®)