Episode 96 - Dave Moore

In this month’s episode of The Cannon Curve, Phil is joined by Dave Moore, Cannon’s new Senior Vice President and Director of Certifications. Dave shares his journey from financial printing to the trust and wealth management industry, highlighting the growing importance of professional certifications. The conversation explores leadership lessons, emphasizing curiosity in business relationships and the evolution of sales approaches from product-focused to consultative. Dave offers advice for technical professionals on effective client communication, stressing the importance of simplicity and understanding client needs. The episode concludes with Dave's mentoring wisdom for young professionals, emphasizing discipline and continuous learning. Throughout, the discussion underscores the value of effort, attitude, and curiosity in professional development and client relationships in the financial services industry.

Resources:

Dave Moore - LinkedIn

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Nick Saban - https://www.youtube.com/watch?v=R0CAAlMo3f8

Ted Lasso - https://www.youtube.com/watch?v=CDRXv80F3Us