Connecting with Purpose: A Multi-Part Series with Cannon Subject Matter Experts

Connecting with clients is vital during challenging and changed environments. Join our subject matter experts as they simplify some of today's complex scenarios.

Weathering the Storm; Maintaining Client Confidence in Volatile Markets
Hosted by Behavioral Finance Expert, Linda Eaton - Watch Now

In an environment of large market swings, advisors need to manage emotions as well as financial needs. An understanding of the behavioral finance biases that come into play in turbulent times and practical tools for managing them will give advisory practices a decided advantage as we all navigate uncharted territory.

Taking Advantage of Bad Markets & Low-Interest Rates
Hosted by Estate Planning Expert, Daniel Smith - Watch Now

Explore top techniques to use today to leverage the transfer of assets to future generations. Clients get down in low market periods such as corrections; finding ways to take advantage of these periods is a welcome relief.  We will examine the interrelationship of rates and markets and what techniques are enhanced in these markets.

Conducting a Risk Management Efficiency Review in Today's Environment

Hosted by Insurance Expert, Jeff Cobb - Watch Now

Proactive communication is the hallmark of the most successful advisors.  In today’s environment, you have likely had communications with clients around their investment portfolio and helped them feel more comfortable with current market volatility and outlook.  But proactive communication isn’t for investments alone.

Utilizing & Capitalizing on Retirement Assets; part 1
Hosted by Retirement Expert, Larry Divers - Watch Now

Extraordinary times cause clients to need access to cash for essentials.  Three alternatives have been created by the CARES Act (Coronavirus Aid, Relief, and Economic Security Act).

Utilizing & Capitalizing on Retirement Assets; part 2
Hosted by Retirement Expert, Larry Divers - Watch Now

Extraordinary times cause clients to need access to cash for essentials.  Three alternatives have been created by the CARES Act (Coronavirus Aid, Relief, and Economic Security Act).

USA CARES for the Not-For-Profit Community; Part 1 - What a Year it was Last Week!
Hosted by Private Wealth & Charitable Investment Services Expert, Myles McHale - Watch Now

With the current environment of volatility in both the Capital Markets and within our communities, the impact and increased demand for services on the Charitable and Not for Profit (NFP) organizations is unmatched.

USA CARES for the Not-For-Profit Community; Part 2 - Be Your Future Now... Now What?
Hosted by Private Wealth & Charitable Investment Services Expert, Myles McHale - Watch Now

With the current environment of volatility in both the Capital Markets and within our communities, the impact and increased demand for services on the Charitable and Not for Profit (NFP) organizations is unmatched.

Owning the Client Relationship
Hosted by Client Experience Expert, David Bell - Watch Now

This webcast explores two key areas of building sustainable and growth-oriented business models. Attention is given to the foundational steps financial professionals should take in order to achieve success no matter the market or other circumstances.

The Resilient Advisor
Hosted by Practice Management Expert, Clark Brown - Watch Now

Resiliency is the ability to bounce forward in times of adversity and to see challenges as opportunities for growth. When we work in a world where change is constant and inevitable, resiliency skills are crucial. We are naturally wired to process information with a negativity bias, subconsciously assuming the worst. Many people have a natural tendency to catastrophize small problems, bringing about strong emotional responses to minor adversities. Research suggests that resilient people successfully adapt to demands because they can broaden and efficiently use their psychological resources.