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Dialing Up Your Client Conversations

with Phil Buchanan

November 26, 2024

The Active Advisor Podcast (Episode 42)

On this episode of The Active Advisor podcast, guest host Bryan Moore is joined by Phil Buchanan of Cannon Financial Institute.

Join them as they discuss:

  • Two common daily challenges faced by advisors
  • Effectively navigating discovery conversations
  • Three actionable tips to dial up client conversations
  • Building successful practice management strategies
  • Advisor success stories

Phil Buchanan is the Executive Chairman of Cannon Financial Institute and a recognized thought leader in the wealth management industry. With extensive experience across Retail RIAs, Trust Firms, and Family Offices, Phil has led transformational initiatives in mergers, acquisitions, branding, and client engagement. His work focuses on empowering financial professionals with unmatched confidence, technical competence, and the ability to deliver exceptional client service. Phil is dedicated to helping advisors develop the critical conversations and technical expertise needed to serve affluent clients.

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Authors
Author photo Bryan Moore
Bryan MooreETF Capital Markets Lead,Harbor Capital Advisors, Inc.
Categories
The Active Advisor PodcastVideos and Podcasts
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