Episode 74: John Phoenix

An episode of the The Cannon Curve podcast, hosted by Cannon Financial Institute, titled "Episode 74: John Phoenix" was published on September 29, 2022 and runs 28 minutes.

September 29, 2022 ·28m · The Cannon Curve

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Episode Description

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 Envestnet and has owned and operated multiple RIA groups.

Listen in to learn more about WAGN, advisor choice, the decision, benefits, and challenges of 'going independent', and the role technology and outsourcing can have in success.

Resources:

John Phoenix - https://www.linkedin.com/in/john-phoenix-0b98394/

Founding Partner, Wealth Advisory Growth Network - https://wagn.biz/about-us/

President, AiK2 Insurance Services - https://aik2.com/#contact-us

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