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March is Women’s History Month. Phil will interview women who are shaping the future of the wealth management industry based on their activities, insights, and initiatives.

In this special episode of Cannon Connects, Phil interviews his colleague Linda Eaton. Linda is a Subject Matter Expert for Cannon in Behavioral Finance, Relationship/Practice Management, and Women Investors/Advisors/Executives.

Linda shares how far the financial services industry has come since she started 40+ years ago. Women are a market now. They are more financially knowledgeable and have more control of their finances. She emphasizes the importance of knowing your client and ensuring they have the correct information that they need.

Click here to listen to the episode. 

 

Connect with Linda

Linda Eaton, Executive Vice President and Subject Matter Expert, Cannon Financial Institute https://online.flippingbook.com/view/633549/8/

LinkedIn Profile https://www.linkedin.com/in/linda-eaton-5599204/