Good podcast? Give it some love!
Cannon Financial Institute
The Cannon CurveEpisodes
Cannon Financial Institute
The Cannon Curve
Good podcast? Give it some love!
Rate Podcast
Episodes of The Cannon Curve
Mark All
Search Episodes...
In this episode, Phil and guest Paul Herdtner, Founder and CEO of Avra Group Consulting, discuss the challenges of the evolving digital landscape, particularly concerning a brand's image. Given Paul's previous experience at Hallmark, th
90% of U.S. small business owners don’t have a firm grasp on the current valuation of their business or what KPIs they should focus on. A business is often the biggest part of a person’s financial portfolio, and with new companies starting eac
Necessity is the mother of invention. Early in her career, Dani Fava, Group Head, Product Innovation at Envestnet, took this concept and applied it, setting in motion a new trajectory on her path. In the latest Curve episode, Dani walks P
Not a day goes by that you don’t hear about a cyber threat, a data breach, and the growing importance of cybersecurity. You never think it will happen to you until it does, and it did to Phil just days ago. His LinkedIn was hacked. *We are stil
What is the next breakaway movement? While Phil was at Envestnet Elevate, he had the opportunity to connect with Jay Hummel, Partner and Co-founder of Wealth Advisor Growth Network. Listen in to hear Jay's thoughts on the next breakaway movemen
This month, Phil welcomes back Houston Gaines, Georgia State House Representative 120 and Vice Chairman of the Majority Caucus. What was the first lesson you learned about finances? Why is financial literacy a valuable addition to education sys
This month, Phil is joined by guest Michelle Smith, CEO of Source Financial Advisors. She is the epitome of a woman’s advocate; she is a voice for so many divorced women and works tirelessly to empower, educate and help women navigate the finan
Listen to leaders of trust companies discuss how they navigate decisions for growth and sustainability. As we begin 2023, they will discuss maximizing technology, market swings, interest rate changes, succession planning, and more. *The discu
November is National Gratitude Month, so for this month’s Cannon Curve guest, Phil welcomed Avery Fontaine, Head of Philanthropy and Impact at PNC Bank Hawthorn. Hear how Avery got into philanthropy and impact planning. She shares a unique pers
In this month’s episode of the Cannon Curve, Phil is joined by Jennie Menzie. She serves as the President, Chief Operating Officer, and Corporate Counsel of Cumberland Trust Company in Nashville, Tennessee. She holds a B.S. in Business Administ
For the September Cannon Curve, Phil is joined by a longtime personal and professional friend, John Phoenix, Founding Partner of Wealth Advisory Growth Network, President of AiK2 Insurance Services, He is a former Senior Sales Strategist with E
The wealth management industry has been forced to adapt to new realities in recent months and years, but we aren’t the only ones; college sports have experienced disruption too. Changes have forced college coaches to adapt their recruiting and
The Cannon Curve guest for July is Paul Lesser. Paul is the Principal of PHL Advisory Services and is a new addition to the Cannon Adjunct Faculty. He has a wealth of knowledge in the areas of Human Resources and Recruiting after almost three d
This month’s guest on The Cannon Curve is Phil’s Senior Flight Instructor, Co-Founder of Dragonfly Aviation, Jon Lambeth. Get ready for takeoff! Listen to this episode to hear Jon share how he turned his passion into a business and career. Re
May is Mental Health Awareness Month. This month, Phil is joined by a friend, fellow private pilot, and real estate development, Freeman Barber. He is resilient. When he encounters a problem, he figures out how to fix it and pursues it with vig
In this month’s episode of The Cannon Curve, Phil is joined by Cannon student Mac Gardner, CFP®, CWS®, CRPC®, CRPS®. He is the Founder and Chief Education Officer of FinLit Tech, the author of two books, ‘Motivate Your Money!” and “The Four Mon
For the final episode of the Women in Finance series, Phil interviewed Emily Woodson, M. Ed., CFP®, a Partner at Financial House. Emily wraps a bow around the themes of the series. Listen in to hear how she got into the financial services indus
Join Podchaser to...
- Rate podcasts and episodes
- Follow podcasts and creators
- Create podcast and episode lists
- & much more
Unlock more with Podchaser Pro
- Audience Insights
- Contact Information
- Demographics
- Charts
- Sponsor History
- and More!
- Account
- Register
- Log In
- Find Friends
- Resources
- Help Center
- Blog
- API
Podchaser is the ultimate destination for podcast data, search, and discovery. Learn More
- © 2024 Podchaser, Inc.
- Privacy Policy
- Terms of Service
- Contact Us