Monday Morning Mojo: Recent Episodes
Phil Buchanan
Fresh insights to jump start your week from Cannon Financial Institute's Executive Chairman, Phil Buchanan.
In this week’s Monday Morning Mojo, Phil Buchanan shares why stepping outside your comfort zone can lead to remarkable discoveries and growth. Drawing from personal experiences with new interests, he highlights the unexpected joys and valuable connections that can come from exploring the unfamiliar. Tune in for practical advice on broadening your horizons and why fortune favors the bold. Don't miss this inspiring episode that could spark your next great adventure.
It's graduation season, the transformative moments where endings signal new beginnings. In this episode, Phil reflects on personal experiences and shares inherited wisdom; he emphasizes and encourages us all to be "lifelong learners." Listen in to hear the many ways beyond the classroom that you can commit to continuous growth, learning, and development.
Resources:
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In this episode, Phil explores the evolving landscape of communication, discussing the digital age's impact on our conversational habits. Sharing personal experiences and observations, he navigates the complexities of screen-dominated interactions, encouraging us to rediscover the joy of face-to-face chats. Listen in for a refreshing look at the power of real-life conversations in a world buzzing with screens.
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In this episode of Monday Morning Mojo, Phil shares two traits that have propelled two of his favorite people to success: the art of great conversation and the tenacity of great follow-through.
Intelligence is also a valuable trait, but the ability to genuinely connect with others and consistently honor commitments often distinguishes exceptional leaders, as is the case for these two CEOs he talks about in this episode. Listen in to hear him break down these traits.
In the month of the 4th anniversary of Hurricane Dorian, Phil tells the stories of the storm victims and the tragic effects of this natural disaster.
Their stories remind us of the obstacles we had to overcome and to celebrate our victories, no matter how big or small.
Listen in as Phil reflects on the power of gratitude.
Resources
For more information about Hurricane Dorian: https://www.weather.gov/mhx/Do...
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As a native of the Peach State, Phil shares his thoughts on southern hospitality and how acts of friendliness and hospitality differ. Are these different to you?
In this episode, you'll discover how these subtle yet huge differences could change your perspective.
Resources
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In this episode, Phil explains how to give and receive gifts. What would the receiver appreciate? How does the receiver acknowledge the act of the gift? How do they receive it?
Listen in as Phil unpacks the art and science of gift giving and receiving.
Resources
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Stories tap into our emotions, and a good story can change us emotionally, mentally, physically, and spiritually.
Connect with Phil as he recalls storytime with his daughters and the joys of Sunday family gatherings. As wealth management professionals, how can we pull from these experiences to be better communicators and help enhance our connections?
Resources
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The conjunctions "and" and "or" have the power to connect words and sentences; they can change a statement from one of tyranny to one of glory.
This episode is about human behaviors. What we know/think isn’t always what we do. Listen to the impact of just one word and how it can change everything.
Resources
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“I just get up every day and don’t let the old man in.” – Clint Eastwood
This is how Clint Eastwood, now 93 years old actor and film director, keeps on living so full of life.
We all have a choice in how we live our lives. We all have one life; how are yours?
Resources
“Don’t Let the Old Man In,” Toby Keith - https://www.countrythangdaily.com/dont-let-the-old-man-in-toby-keith/
“A New Day,” Coach Paul “Bear” Bryant - https://www.youtube.com/watch?v=60XfaLYYQkI
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If you’ve ever wondered where Phil gets the inspiration and ideas for his podcast, you won’t want to miss the latest episode of Mojo.
Be it song lyrics or even a nursery rhyme, there is inspiration to be found all around if you just stop, look, and listen.
Resources
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Have you ever heard a song, seen a picture, or witnessed a current event that immediately transported you back?
M. Scott Peck’s book, The Road Less Traveled, takes him back to his sophomore year in college. He recently reread this book; what this book means to him now is very different than back then.
Life experiences without perspectives; the lessons don’t make much sense. Listen in to hear more!
Resources
The Road Less Traveled by M. Scott Peck https://www.amazon.com/Road-Less-Traveled-Beyond-Spiritual/dp/0684835614
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Does the pursuit of more fulfill us?
As Phil shares the story of the fishing guide and the multi-millionaire, he asks, should we continue to focus on more, or is there another option? Perhaps one where we streamline our lifestyle in the pursuit for something greater.
Which path would you choose?
Resources
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It’s no surprise that Phil has a Masterclass subscription; he LOVES to learn. He wants to become a better cook, so he has become enamored by the cooking courses, especially Thomas Keller’s classes.
Listen in to hear what Phil learned from him about salt and how to apply the same concept to life.
Resources
MasterClass - https://www.masterclass.com/
Thomas Keller: Salt Enhances, Pepper Changes - https://www.youtube.com/watch?v=uDGTTfyzSiU
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Asking someone for advice is one of life's greatest compliments. The unique thing about it is that it's almost impossible to refuse to offer advice when asked. When asked for advice, you give it; when you ask others, they offer it.
What's the best piece of advice you've ever received? In this episode, Phil shares his answer to this question.
Resources
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When something is always available, like electricity, we can take the convenience for granted — until it stops working. That’s the situation Phil found himself in one morning as a summer storm caused his power to go out. But, with some ingenuity and memories of ‘living off the grid” from his grandparents, he managed to make coffee and get ready for the day with minimal fuss. Sometimes things aren’t always going to go as planned, but how we adapt will make all the difference.
Resources
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Really wise people provide information and guidance in small doses, and they do it so others can receive it and not be overwhelmed. Dr. Tom Farrell was that kind of person; he passed away last month.
Phil has continued to reflect on the part of his eulogy over the last few weeks. Listen to this episode to be inspired to live like Doc.
Resources
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Monday Morning Mojo is a labor of love for Phil. But what does it mean to you? Over the last few weeks, we asked listeners to answer that question in one word.
In this episode, Phil shares five submissions that set themselves apart from all the others.
Listen in as we celebrate episode 600! Here's to 600 more Mondays of encouragement, optimism, thoughtfulness, inspiration, and motivation.
Resources
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Listen in as Phil shares the many connections he and his wife made on a recent trip. They all had one thing in common; they all started with a conversation.
The world is a very small place… if you engage in it.
Resources
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In this episode, Phil gives a historical recap of World War II and the events that led up to last week’s anniversary of D-Day (which occurred on June 6, 1944).
As he unpacks the remarks by President Ronald Reagan on the 40th Anniversary of the Normandy Invasion, also known as D-Day, he encourages us to face hard tasks as Private First Class Peter Robert Zanatta of the 37th Engineer Combat Battalion did. What does that mean? Listen in!
Resources
Remarks from the 40th Anniversary of D-Day - https://www.reaganlibrary.gov/archives/speech/remarks-united-states-france-ceremony-commemorating-40th-anniversary-normandy
Submit response for episode 600
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Ask the question, “How Can I Help?” This is Phil’s challenge to you this week.
People ask for help less frequently. In this episode, Phil addresses reasons why this might be true and why it’s important to ask for help and assist others.
Resources
Submit response for episode 600
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Phil recently watched A League of Their Own. It features what he considered one of the best quotes in movie history, "It's supposed to be hard. If it wasn't hard, everyone would do it. The hard is what makes it great."
When the going gets tough, it's easy to quit. A lot of times, we want to quit.
But, the accomplishments we are most proud of were usually challenging; they required effort and persistence. In this episode, Phil encourages you to remember and remind others of this as you mentor and coach them.
Resources
Submit response for episode 600
A League of Their Own - https://www.imdb.com/title/tt8226360/
Scene from movie with quote - https://www.youtube.com/watch?v=ndL7y0MIRE4
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We all have one thing in common; we all make mistakes.
In this episode, Phil identifies three common behaviors successful leaders possess regarding mistakes. Then, he shares five common patterns they follow when dealing with mistakes.
Resources
Submit response for episode 600
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Phil and his family just added a new puppy to their family. A new puppy is exciting but takes work, like a new house, car, or job. Change causes new behaviors and routines.
Listen as Phil shares about his new puppy, Bella, and the benefits of “shaking the bag.”
Resources
Submit response for episode 600
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We're just seven episodes away from Episode 600. We have something special planned for this episode and need your help; in a word, describe Monday Morning Mojo. Use this link to submit your answer, or email us at mojo@cannonfinancial.com.
Details matter to both perception and reality. As Phil was on the road, he was reminded of this repeatedly over the last few weeks. So, what details matter to you? Listen in to hear Phil's.
Resources
Robert Fulghum, "All I Really Need to Know I Learned in Kindergarten"
Robert Carlson, "Don't Sweat the Small Stuff"
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What Superbowl was most memorable?
Tom Brady was asked this question at the Envestnet Summit, and in this episode, Phil reflects on his answer. Listen in to hear his answer; it’s the key to more support, wins and rings along the journey.
Resources:
Envestnet Summit - https://www.envestnet.com/event/elevate/
Tom Brady - https://en.wikipedia.org/wiki/Tom_Brady
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In this episode, Phil shares the recent loss of a friend. It reminded him of the importance of leaving every goodbye in a powerful way. He encourages you to let others know their impact and that they are loved.
Take time this week to tell those whose matter to you that they matter to you.
Resources:
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Do you practice and prepare under adverse conditions?
Phil’s recent trip to “Saturday at the Masters” reminded him of the grit, determination, and preparation it takes to focus under the least of ideal circumstances.
Join Phil in this episode as he offers examples of those people and groups who prepare for the uncontrollable so that they can stay in control.
Resources:
The Masters Tournament: https://www.masters.com/en_US/index.html
Helly Hansen: https://www.hellyhansen.com/en_us/
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People sometimes have expectations of what or who we should be, and when they don’t see that, they can freak out.
In this episode, Phil shares a lesson he learned from watching Courtney experience behavioral bias. She doesn’t let it get her down or frustrate her; she’s learned to shape the situation to gain the best overall result.
Resources:
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It’s a magical week in the sports world. MLB is beginning, college basketball is coming to a close, and the PGA Master’s tournament is underway.
As the saying goes, “When you are with your people, all is right with the world.”
On to the next chapter! Change is evitable, but being together makes it better.
Resources:
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This month, Phil has been interviewing inspiring women who are making a difference through efforts in financial literacy, diversity, recruiting and development, and personal mentoring. Through these conversations, three themes have emerged.
Listen as he unpacks the impact of intentional advocacy, a competitive spirit, and flexible environments.
As Women's History Month comes to a close, Phil encourages us to make this the beginning with a continuation of the path to be intentional in creating a diverse and thriving wealth management industry.
Resources:
Women in Finance Series: https://www.cannonfinancial.com/resource-center/detail/episode-85-michelle-smith
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Every career, job, or project brings challenges and frustrations. Yet magic is often found in meeting those challenges and persevering.
We all need to feel a sense of purpose that we are part of something bigger than ourselves and that we are contributing; fulfilled individuals contribute to the greater good.
What gives you purpose and fulfillment?
Resources:
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Without core beliefs for which a leader will not waiver, all other skills will yield only short-term gains. The very best leaders hold strong convictions, but they convey them with gentle language.
What are your three to four strong convictions from which you are unwilling to waver?
Resources:
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Public praise is a force multiplier. It causes positive ripple effects that lead others to repeat their actions. When we acknowledge others, we are not only recognizing them, but we are also demonstrating the very best of ourselves.
At a recent conference, Phil ran into a colleague, Belinda. The words shared by Belinda had a compounding impact. Listen in to hear the story.
Resources:
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Belinda Sherman, SVP, Director of Product Management and Financial Planning https://www.linkedin.com/in/belinda-sherman-cfp%C2%AE-22b13456/
As the saying goes, we all put our pants on one leg at a time.
Even the best leaders, advisors, athletes, and professionals, filled with confidence, enthusiasm, and charisma, still have insecurities, fears, and doubts; they’ve just figured out the secret that allows them to preserve and thrive through them.
What do they do differently? Listen in to find out!
Resources:
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“Make sure you get the right people on the bus and in the right seats. Then, you can figure out where to drive the bus.” Good to Great, Jim Collins
How will you know if you’ve hired the right person?
The War for Talent is bigger than simply the job description or CV. In this episode, Phil shares an exercise to help visualize what at the end of the day are the real keys to hiring success.
Resources:
Good to Great: Why Some Companies Make the Leap and Others Don't, Jim Collins https://www.amazon.com/Good-Great-Some-Companies-Others/dp/0066620996
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Activity yields results, while busy means productive. Or does it?
Phil points to examples in today's episode that suggests otherwise. In fact, he not only gives us clarity on these concepts but also offers incentives to rewrite the use of our time and energy.
Resources:
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Have you read “The Dash?” The bestselling book, inspired by the poem, is about how life is a date of birth, a date of death, and a simple dash in the middle.
With so much in our life being theoretically beyond our control, it is good to examine what we can control. In this episode, Phil shares five of these things. Listen in to make the most of your dash; live with purpose, passion, and love.
Resource:
“The Dash: Making a Difference with Your Life from Beginning to End” by Linda Ellis and Mac Anderson - https://www.amazon.com/Dash-Making-Difference-Your-Beginning/dp/1400319986
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While hopes and dreams inspire us, it is the moments that make memories keeping us centered.
Sometimes life gets in the way of our plans. Those plans will still be there, but the moments might not. Take time to enjoy the moments.
Resources:
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Ships full of horses, sailors, and soldiers have sailed from Cuba, headed towards the Yucatan Peninsula. The mission is to attack the Aztec empire and seize the world’s richest treasure which has never been done before.
Upon landing on the peninsula, they were not ordered to attack but to burn their own boats. Why? Listen to the episode to be encouraged on how to attack your 2023 objectives.
Resources:
Cortés and the Fall of the Aztec Empire - https://www.worldhistory.org/article/916/cortes--the-fall-of-the-aztec-empire/
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Go Dawgs!
Join host Phil, who is a long-time, avid Georgia Bulldog fan and resident of Athens, GA. as he celebrates the first time in the University of Georgia Football history, a back-to-back National Championship win.
He explains how running a college athletic program is no different than running a business. There is a simple question to ask yourself, W.I.N.? Listen in to hear more.
Resources:
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Think about your favorite trip and why was it your favorite.
Energy can be contagious. Smile genuinely and have high positive energy; it will make for a memorable experience.
Resources:
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Peace on Earth; is it achievable? Without peace on Earth, can there be goodwill towards men?
In this episode of Monday Morning Mojo, Phil shares the truces of 1914 and 1944. While we can argue at any point of the year, perhaps, especially during the season, we should offer a truce instead. We wish you a Happy Holidays!
Resources:
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What’s the important skill in wealth management? Listen in to hear Phil unpack this question.
Resources:
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Pets, especially dogs, can add so much to a family’s life. Research even shows they can be mood lifters. They can increase happiness, reduce stress, and help you feel more secure. They also teach responsibility.
In this episode, Phil reminisces on all the great dogs he’s had in his life – most recently, his family’s dog Ellie that passed away last week. Listen to hear the characteristics that Ellie and many other dogs have that humans should show more often.
Resources:
Maggie's Song, Chris Stapleton https://www.youtube.com/watch?v=sQ3J9YnXmUI
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Lessons learned is a process that lasts a lifetime, but don’t keep learning the same lessons.
As you finish out 2022, Phil challenges you to go back and pinpoint two to three things that didn’t go as planned this year; do a postmortem on them.
Resources:
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On this Monday of Thanksgiving week, it is a tradition that Phil shares his version of the late Furman Bisher’s “I’m Thankful.” In this episode, Phil pauses and gives thanks to all the people and things that matter most to him.
As you begin this week, we challenge you to take time to think about what you’re thankful for this Thanksgiving.
Resources:
Furman Bisher – “I’m Thankful” - https://bit.ly/2pLkZh2
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Curiosity is one of the traits that is a unique differentiator in the best leaders. Curious people are lifelong learners.
What are the other two characteristics that the best leaders have? Listen in to find out.
Resources:
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Veteran’s Day isn’t just a holiday; it’s a time to reflect, remember and honor the service of those who have and are currently serving our country.
In this episode, Phil shares the history of Veteran’s Day and takes time to reflect on and appreciate veterans. Thank you for your service, Veterans.
Resources:
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How can something so commonplace be so memorable?
In this episode, Phil shares about a recent event he attended that involved elaborate ice in drinks and as decorations. There were ice sculptures in the bar and hors d'oeuvre area, focal points highlighted by whites and floral arrangements, but the best was the ice in the cocktails.
To conclude this episode, Phil leads listeners with a challenge. Listen in to hear more!
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Phil recently found himself drained after listening to a presentation about the interconnectivity of global health. Intellectually, he was engaged, but emotionally, he was fatigued and a little bored after maintaining his attention span for the entire presentation.
This made him think about a scene from The Wolf of Wall Street. Facts and statistics are just that, but stories about facts and statistics change behavior. Listen in!
Resources:
The Wolf of Wall Street, https://www.youtube.com/watch?v=9UspZGJ-TrI
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In this episode, Phil shares two quotes attributable to Mark Twain, the first quote is "it is better to keep your mouth closed and let people think you are a fool than to open it and remove all doubt.” The second quote is “it ain't what you don't know that gets you in trouble; it's what you know for sure that just ain't so."
Critical thinking and analysis require energy and effort. From making political decisions to choosing healthcare professionals, it is important to do your own research to form your own opinion.
Resources:
Mark Twain, “The Father of American Literature” https://en.wikipedia.org/wiki/Mark_Twain
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In this episode, Phil reminds us of the value and power of relationships. Nothing will mean more throughout our lives than the relationships we build. He concludes the episode by encouraging us to choose wisely how we invest time.
What are the two characteristics critical to building and maintaining relationships? Listen in.
Resources:
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In this episode, Phil identifies the many characteristics of genuine leaders while addressing the common mistakes new leaders make as they navigate their new position.
What is relaxed power? The best leaders have it. Listen in to find out.
Resources:
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In this episode, Phil shares the importance and value of being a part of a peer group or association. You, your business, and your industry will be better because of it.
Resources:
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“Live your life as a learning man, not a learned man.” - Ted Ridlehuber
In this episode, Phil cautions about the influence of others’ opinions. Do your own research; be open to new perspectives. That’s when we learn, evolve, and grow.
Resources:
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One of the hardest things to develop in elite professionals is the simplification of communication.
Be passionate and concise in your explanations. Remove 50% of the complexity in your presentation. Then, go back and reread your notes and remove the other 50%. You’ll have better meetings, and your audience will appreciate, respect, and trust you even more.
Resources:
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In this episode, Phil discusses how a scene from the movie Facing the Giants is a metaphor for many business dilemmas.
If you do a and b, and you do both well, your business revenues should grow over time. But, like the scene from the movie, there’s more to success.
Summer days are almost over; now, it is time to refocus on disciplines and routines. Don’t just hope for rain; prepare the fields.
Resources:
Facing the Giants, Preparing for Rain Scene https://www.facebook.com/watch/?v=10154597198713754
In being absent, we lose context. We miss things more easily. As a result, our sense of respect for and engagement with others suffers.
In this episode, Phil shares his appreciation of and concern for our new-found remote “offices.” Lean in as he ponders the benefits and unintended consequences on our physical and emotional well-being.
Resources
Serengeti - https://www.serengeti.com/
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When life gives you lemons, make lemonade.
In this episode, Phil shares how he made lemonade out of lemons. Even when it’s easier to walk away from problems, he encourages us to find an opportunity out of the situation.
Resources:
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Have you recently reviewed your brand management processes? To whom do you wish to be seen as professionally attractive? Do your brand strategies and placements fit effectively? Is their aspiration in your brand?
Quality, value, and branding work collectively, and when they do, it’s apparent. Listen to this episode to hear Phil share a couple of brand examples of how this works and why it matters.
Resources:
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Phil recently had extra time to read, research, and explore things outside his typical purview. Doing so reminded him of why this is so important.
Taking time to expose ourselves to different things is invaluable. We learn and can find points of connection to other experiences, knowledge, and even people. It helps shape you as well as those around us. All of this has a rippling effect.
Resources:
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How will you be remembered? We will be remembered by many for the accomplishments we made, but many more will remember us for the small, what may have seemed insignificant moments at the time.
In this episode, Phil shares two individuals from his hometown who were inspiring and gave him sound advice. You may know these two individuals too! One is a well-known author; the other is a former NFL player.
Resources:
Billy Mathis, Football Player - https://en.wikipedia.org/wiki/Bill_Mathis
Stuart Woods, Author - https://www.stuartwoods.com/bios/stuart-woods
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As a frequent flyer, Phil navigates the airport with ease. However, his recent travel experience was “one of those days that tests us.”
He finally boarded the flight physically and mentally exhausted; things were not going well for him. Then, he met Summer. Our attitude and actions can transform another person’s day, and Summer did just that. Listen in to hear the whole story and find out who Summer is.
Resources:
Delta Air Lines https://www.delta.com/
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Most industries face an ongoing challenge in recruiting, retaining, and engaging employees within their companies. In this episode, Phil breaks down what this looks like in collegiate athletics. The answer might be as simple as… listen in to find out.
Resources:
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In this episode, Phil shares a recent conversation he had with his daughter about the stigma of seeing a therapist and its consequences on mental health. Health is not only physical but also mental and emotional. We must take care of all aspects of it.
Improving performance/quality and managing stress/expectations usually involves some external assistance. What if we thought of therapists as life coaches instead?
Resources:
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As we get older, birthday celebrations seem to be smaller affairs. However, the number of people who reach out to us with birthday wishes has grown.
This year on Phil’s birthday, as he received birthday messages, he started a new exercise. What did he do? Listen in to find out; it’s something you will want to try out on your next birthday!
Resources:
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In this special episode of Monday Morning Mojo, Phil reminds us of something to keep in mind as we celebrate the 4th of July holiday this weekend. We are fortunate to live in a country where we’re free and able to share our different views and express our thoughts and opinions; this is something that we shouldn’t take for granted. Debating different points of view can lead to effective change as we find common ground. We wish you a Happy 4th of July!
Resources:
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Spoiler alert! In this episode, Phil shares four life lessons you can learn from the movie Top Gun: Maverick. If you have already seen the movie, listen to hear Phil recap some of the best scenes. And if you haven't seen it yet, watch it! Then come back and listen.
Resources:
Top Gun: Maverick - https://www.imdb.com/title/tt1745960/
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What does it mean to “Shoot the shot?” Phil uses three marks in history to show the personality traits and actions of individuals that live by that motto.
Listen in to hear Phil reflect on the game the Boston Red Sox lost the World Series to the New York Mets in 1986 and the games that led the Red Sox to their 2004 World Series win. He also shares part of 26th U.S. President Teddy Roosevelt’s speech “The Man in the Arena.”
Resources:
“Citizenship in a Republic” popularly known as “The Man in the Arena” by the 26th U.S. President Teddy Roosevelt - https://www.theodorerooseveltcenter.org/Learn-About-TR/TR-Encyclopedia/Culture-and-Society/Man-in-the-Arena.aspx
Boston Red Sox’ history - https://thisgreatgame.com/boston-red-sox-top-10-games/
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Action is the result of like minds working together to bring dreams, visions, proposals, and plans to reality. Your skills in persuasion are the catalyst for causing each of those to take flight.
In this episode, Phil shares the importance of having persuasion skills through two examples; an individual who already persuades effectively and an individual who initially doubted its power.
Resources:
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If you’ve ever played BINGO before, you know the phrase, “Shake the bag.”
It’s a phrase Phil’s family has borrowed and most recently utilized as they made summer vacation plans. “Shaking the bag” can create enthusiastic energy that feeds adventure and fuels experiences but deciding to shake the bag is only phase one of a great experience. Listen in to hear phase two (and learn what the phrase means if you’re unfamiliar with it).
Resources:
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Could a robot waiter be the answer to restaurant staff shortages?
In this episode, Phil shares he and his wife’s experience at a restaurant that utilized such technology. He discusses how advisors can utilize appropriate and available technology do achieve similar leverage with their clients and within their firms.
Resources:
Steve Gresham, Execution is the New Innovation - https://theexecutionproject.com/
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“If you’re going through hell, keep going.” – Winston Churchill
In this episode, Phil shares two things you can do to persevere and thrive through times of chaos, anxiety, and frustration. Keep the focus; keep the faith.
Resources:
Winston Churchill - https://www.forbes.com/sites/geoffloftus/2012/05/09/if-youre-going-through-hell-keep-going-winston-churchill/?sh=44827c8fd549
Rodney Atkins, If You’re Going Through Hell -https://www.youtube.com/watch?v=l50L4GYhpLc
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It’s conference season, and with that has come new concepts, strategies, debates, best practices analyzed, and learning. But, the best part about conference season is being in-person again with business partners and friends.
We need intrapersonal experiences. Digital complements, but it can’t be the sole experience. When you appropriately utilize man and machine, truly great things can happen.
Resources:
Envestnet Summit - https://www.envestnet.com/advisorsummit/
Bill Crager, Co-Founder and Chief Executive Officer of Envestnet - https://www.envestnet.com/content/team/bill-crager
Judd Bergman - https://www.envestnet.com/content/team/jud-bergman-1957-2019
Kasparov Theory - https://www.ibm.com/blogs/industries/garry-kasparov-its-time-for-humans-and-machines-to-work-together/
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Who do you appreciate? When was the last time you took a second to recognize and gain enjoyment from the good qualities and characteristics of this person?
In this episode, Phil takes a moment to show love, support, and appreciation to one of his colleagues, Sarah Jones, Marketing Manager and Executive Producer of Podcasts.
Resources:
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“The meaning of being a mother is virtually endless. A mother is a protector, disciplinarian and friend. A mother is a selfless, loving human who must sacrifice many of their wants and needs for the wants and needs of their children. A mother works hard to make sure their child is equipped with the knowledge, skills and abilities to make it as a competent human being. Being a mother is perhaps the hardest, most rewarding job a woman will ever experience.” – Susan Diranian, “The Meaning of Being a Mother”, Hello Motherhood
In this special episode of Monday Morning Mojo, Phil shares the history of Mother’s Day. The world is a much better place because of mothers. Let’s celebrate all definitions of mothers; their dedication, love, sacrifice, and all they do. Thank you, Moms.
Resources
"The Meaning of Being a Mother" - https://www.hellomotherhood.com/article/536701-the-meaning-of-being-a-mother/
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Dirtied and crumpled souls like crumpled and dirty $100 bills are still as valuable as those refined, crisp ones. Looking beyond the superficial requires a discerning and curious eye; put forth the energy. Put forth the effort to be curious and discern.
There’s more to this story; listen in.
Resources:
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Difference makers step up and step forward, and they often receive pushback for it.
In this episode, Phil shares the stories of two difference-makers, Branch Rickey and Irv Pankey. Listen in to learn how their conviction to do the right thing impacted the lives of Jackie Robinson and Betsy Sailor.
Resources:
Jackie Robinson and Branch Rickey, https://www.newsday.com/sports/baseball/jackie-robinson-and-branch-rickey-together-in-history-b78771
Betsy Sailor and Irv Pankey, https://espnpressroom.com/us/press-releases/2022/04/espn-films-short-betsy-irv-debuts-today-exclusively-on-espn/
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“I don’t get it.”
What part?
“All of it.”
The number one topic clients wish to discuss with their advisors is cryptocurrency. People are interested in it and have questions because they don’t completely understand it either. They turn to the people they trust and respect to have the answers.
In this episode, Phil encourages advisors who don’t know a lot about the topic of cryptocurrency to take time to learn about it so they can discuss it with clients in a meaningful way.
Resources:
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In this episode, Phil shares a thought he had while attending a recent conference. Too many details can cause unnecessary anxiety, especially without the appropriate context and knowledge. He encourages the wealth management industry to take a cue from commercial airlines and medical professionals; keep people more focused on the outcomes and less on the details.
Resources:
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There are lessons to be learned from major events like the Great Depression, the assassination attempt of President Ronald Reagan, the Challenger explosion, 911, the Covid-19 Pandemic, etc.
One thing is true in every major event; the human spirit is resilient. Keep the faith! We’ll get through no matter what we are going through.
Resources:
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In this episode, Phil shares about his first professional mentor and the book, The Richest Man in Babylon, that he gave him. Phil still rereads this book today as well as shares it with others.
Listen to hear Phil’s favorite lesson from the book and one to three things you can do to increase your ability to earn.
Resources:
The Richest Man in Babylon, George S. Clason https://www.penguinrandomhouse.com/books/294317/the-richest-man-in-babylon-by-george-s-clason/
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In this episode, Phil shares this lesson he learned while on a recent ski trip, “Ski with the faster, not necessarily the fastest.” Life is about development and progression. If mentors and their success are too far ahead of our current state, we may not be able to see our path forward; we may be tempted to slow down or even stop. We need to be able to see the path forward; find mentors that we can emulate and strive for their similar successes in our own life.
Resources:
Toby Keith, “As Good As I Once Was” - https://www.youtube.com/watch?v=ldQrapQ4d0Y
General George Patton, ‘ Fatigue makes cowards of us all. Men in condition do not tire.’ - https://www.heroic.us/optimize/quotes/patrick-mckeown/as-u-s-army-general-george-patton-wrote-to-his-troops
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Inspired by feedback from episode 533 Reactions Matter, Phil unpacks a comment from a listener, “Everyone’s brain produces a different story.”
The views we have and the stories we tell are developed from our experiences and knowledge. We don’t always get the story right because our view is limited. However, with more awareness and diverse interactions, we will be able to better see the other person’s story.
Resources:
Blink: The Power of Thinking Without Thinking, Malcolm Gladwell - https://www.amazon.com/Blink-Power-Thinking-Without/dp/0316010669
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Communication is key. When people do good things for us, we need to acknowledge it, especially when they put their reputations out there. Follow through with what you say you’ll do and equally important, follow up! It’s simple, but the impact is huge. Resources:
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Even when events occur beyond our control, we can choose how we respond to them. Our reaction can have a significant impact on the outcome.
In this episode, Phil shares a recent experience he had while flying. While he reacted calmly, others reacted with fear or anger. It was a reminder that we all respond differently to circumstances. Listen in to hear more.
Resources:
Chicken Soup for the Soul, Jack Canfield - https://www.chickensoup.com/
Delta flight 1172 - https://www.11alive.com/article/news/local/delta-plane-skids-while-landing-in-atlanta/85-3f1a4599-fe47-4cd9-890e-601e260d4c78
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Phil takes one week during the middle of each quarter to do a “Maintenance Week.” This week may include anything from oil changes to email cleanouts.
Take time to do routine and preventative maintenance in your personal and professional lives; this is critical for your relationships. When will you make the time?
Resources:
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Phil shares his recent experience in Fort Worth, TX, at the Stock Show and Rodeo in this episode. Despite a winter storm bringing most everything to a standstill, the cowboys and cowgirls rode on.
He attributes this mindset to the ranching lifestyle that allows for no days off and encourages us to live our lives similarly. So don’t let fear, distrust, or humiliation stop you; carry on like the cowboys and cowgirls.
Resources:
Fort Worth Stock Show and Rodeo - https://www.fwssr.com/
Kaycee Feild, #4 in the World for Bareback Riding - https://prorodeo.com/bio/contestant/kaycee-feild/21408
Cowboy Ethics by James Owen - https://www.amazon.com/Cowboy-Ethics-What-Takes-Life/dp/1628736631
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While it is vital to have the right tools in place, it is equally important that we utilize existing resources and create success in non-traditional ways.
In this episode, Phil applies advice from his uncle to solve two challenges. What tools do you already have, and what tools do you need? Listen in.
Resources:
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Do you have the tools and technologies you/your business needs for growth and evolvement of services and experiences in the future?
Many “tools,” with basic instruction, have been simplified to be beneficial and usable to any user. Even more complex “tools” can be mastered with adequate time and resources. The real challenge is selecting the right tools.
Resources:
Thomas Carlyle, Sartor Resartus (meaning 'The tailor re-tailored') - https://en.wikipedia.org/wiki/Sartor_Resartus
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There is always a price for planning, but the upfront investment of time and research usually pays for itself in experience and results.
In this episode, Phil shares a personal example of his wife planning for a hypothetical trip many months in advance and the rewards of her preparation. He then shares the story of a friend’s family property management firm and the benefits to business succession planning. What should you start planning for today?
Resources:
St. Elmos, Steak House in Indianapolis, IN - https://www.stelmos.com/
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In this episode, Phil recaps the grit shown throughout University of Georgia quarterback Stetson Bennett’s college football career, especially in Monday night’s National Championship game. He shares examples of the opponent team, The University of Alabama, coach Nick Saban always having class, even in defeat. Listen in to hear the reward in hard work, grit, and class. Go Dawgs!
Resources:
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In a world that seems chaotic and uncertain at times, most of us tend to seek the things that bring peace of mind. Phil shares a few relatable examples of situations when a backup resource would have been helpful. Although having redundant tools and resources may not always make complete financial sense, what is the price of feeling contentment and peace of mind?
Resources:
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In this episode, Phil shares two contrasting barber shop experiences; one was fine, the other was incredible. He encourages you to seek to differentiate yourself in 2022. Focus on creating unique experiences over service efficiency. Happy New Year!
Resources:
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Phil plans to spend the week at his farm planting fruit and oak trees. Planting isn’t the hard part though; it’s the preparation and ongoing maintenance of the trees that requires the most work. What are the things in your life that require work today to ensure you will be able to enjoy the fruits of your labor tomorrow? Think about this as you prepare for the New Year.
Resources:
Thomas Jefferson, spokesman for democracy, American Founding Father, principal author of Declaration of Independence, third President of the United States - https://www.monticello.org/
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Every year, Phil shares “The Christmas Guest” poem, a poem that takes him back to his childhood. It’s one of only two episodes that are repeated; however, the episodes are never replayed, always uniquely recorded. This episode was recorded at his grandparent’s house, now his farm house, with a few members of the Cannon team in attendance. Happy Holidays from the Mojo team.
Resources:
“The Christmas Guest” by Helen Steiner Rice - https://bit.ly/2LYIdZ2
“The Christmas Guest” by Grandpa Jones - https://www.youtube.com/watch?v=7iyYix9umek
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What does year end mean to you? For Phil, it means business planning and review meetings. He’s the "why guy" and in this episode, he shares why you should be too.
As you prepare for 2022, remember these three words; Adaptation, Innovation, and Resiliency.
Resources:
“Tubthumping,” Chambawamba - https://m.youtube.com/watch?v=LODkVkpaVQA
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“You do you, let them do them.”
In this episode, Phil challenges us to embrace our own uniqueness. What are the quirks or idiosyncrasies that make you unique? These characteristics are what makes us individuals; accept and appreciate others for who they are and how they are different than you.
Resources:
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Focus on connections, not transactions. In this episode, Phil uses two examples to show the value of this approach.
Phil reminds us to always consider the big picture. Saving a few dollars today may cost more in the long run.
Resources:
Scott Smith, Forester - https://www.linkedin.com/in/scott-smith-27408761/
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On this Monday of Thanksgiving week, it is a tradition that Phil shares his version of the late Furman Bisher’s “I’m Thankful.” In this episode, Phil pauses and gives thanks to all the people and things that matter most to him.
As you begin this week, we challenge you to take time to think about what you’re thankful for this Thanksgiving.
Resources:
Furman Bisher – “I’m Thankful” - https://bit.ly/2pLkZh2
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This episode is full of little life lessons. Phil begins by sharing four lessons he learned from his mother on how to be a good guest/host. Then, he shares lessons he learned throughout high school from peers and teachers/coaches. Listen in as Phil passes along these life lessons.
Resources:
All I Really Need to Know I Learned in Kindergarten, Robert Fulghum -
https://www.penguinrandomhouse.ca/books/56955/all-i-really-need-to-know-i-learned-in-kindergarten-by-robert-fulghum/9780345466396/excerpt
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After over 30 years of service to the state of Georgia Justice System, Phil’s dad retired. However, in his “retirement,” he found himself more active than ever. His newfound time allowed him to serve on several boards and give talks around the country on juvenile justice reforms. When Phil gently reminded him that he was in his 70s, his dad replied with two comments.
Listen in to hear his dad’s reply. It’s two comments that if lived out will leave the world a better place.
Resources:
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Listen in as Phil takes us on a journey through life’s components. What starts as a day’s work on the farm evolves into a reflection and correlation of seemingly unconnected things. How is it possible that two of the most impactful pieces of our lives do not have “maintenance manuals?” Inspection, repair, disposal, development are just a few action steps needed to ensure health and wellness.
Resources:
Jim Rohn - https://www.jimrohn.com/
American Medical Association - https://www.ama-assn.org/
Federal Aviation Administration - https://www.faa.gov/
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Do you take time to engage with others who have different views than you? How receptive are you to this kind of conversation?
In this episode, Phil shares the value of having these conversations and the importance of having them when both parties respect each other. Not only do they develop perspective, but they also sharpen conversation skills. He concludes with three things to do to be the example.
Resources:
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We often know the answer to questions before they are even asked. However, the right answer isn’t always the right action.
As a teenager, Phil’s parents taught him an important conversation skill. It’s an approach that we can all use to be more authentic and engaged when talking with others. Listen in.
Resources:
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What’s your Jam? For Wealth Advisor, Glenn Tennyson, his jam is being vocalist and acoustic guitar for Kinchafoonee Cowboys. Dr. James Bland, Radiation Oncologist, spends time on the golf course and bow hunting/target shooting as his outlet.
Ron Courson, Executive Associate Athletic Director of Sports Medicine at the University of Georgia, emphasizes the importance of recovery to his athletes but the same is true for all of us. Success comes from having balance; it’s how we can become our best selves.
Resources:
Glenn Tennyson – Vocals, Acoustic Guitar for Kinchafoonee Cowboys - https://www.kinchafooneecowboys.com/
James (Ricky) Bland MD, Radiation Oncologist - https://www.tanner.org/tanner-medical-group
Ron Courson, Executive Associate Athletic Director – Sports Medicine - https://georgiadogs.com/staff-directory/ron-courson/7
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Out with the old, in with the new. Not so fast, says Phil. In today’s episode, Phil takes us on a journey through the history of a family home and the process of its improvement and preservation. This endeavor, while not the cheapest or fastest route, carries a far more important purpose. Tune in to hear his story and prepare to look at the “old” through “new” eyes.
Resources:
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This episode was inspired by a recent text exchange with friends which caused Phil to reflect on what this friendship means to him and the friends in the group.
Friends are the panacea in our lives. Do your friends know how much they mean to you? Do they know how much you care? Do they know how much you love them? Even if you think they know, take the time to make sure.
Resources:
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It’s good to be getting back together again; it’s been too long. This experience has reminded us all how essential genuine human interaction is to our well-being.
What does being back together again mean to you? Listen in to hear what it means to others.
Resources:
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When have you found yourself on the “other side” of someone who sees things differently than you?
In this episode, Phil shares two takeaways he learned from a tour on a recent trip. Where did Phil go? What did the tour teach him? Listen in to find out.
Resources:
Team of Rivals: The Political Genius of Abraham Lincoln by Doris Kearns Goodwin - https://www.amazon.com/Team-Rivals-Political-Abraham-Lincoln/dp/0743270754
The Troubles of Northern Ireland - https://www.britannica.com/event/The-Troubles-Northern-Ireland-history
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After a hectic and chaotic experience leading up to boarding the plane, Phil arrived at his seat to find a handwritten note addressed to him. This note of thanks and appreciation trumped the events and emotions leading up to it.
Listen in to hear the full story about the impact a few kind words and a personal connection can make.
Resources:
Tammy Ritchie, a purser for Delta Airlines - https://www.linkedin.com/in/tammy-ritchie-b374a860/
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Each new season brings transition and anticipation. In this episode, Phil encourages us to embrace this change and the diversity it brings.
Variety is necessary for us to create and maintain balance. Listen in to hear a few small steps about how to approach change in a digestible way.
Resources:
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Technology affords us the ability to be social. It does not foster genuine personal communication.
In this episode, Phil encourages us to take a moment and engage in small acts that leave a memorable impression. As a result, you will be enriched no matter whether you are on the initiating or receiving end.
Resources:
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Not all questions are of equal value. “How much are you willing to spend” isn’t only a bad question, it’s offensive to many.
In this episode, Phil uses a recent buying experience to show the effective difference in how you ask for information during the discovery stage. Listen in to hear a better way to approach this process.
Resources:
Persimmon Golf Clubs - https://www.persimmongolf.co.uk/
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Have you ever watched a ‘How to’ video to learn something new?
In this episode, Phil shares a recent ‘How to’ video he used to make butter poached lobster. It’s important to always be learning, but what’s even more important is to apply what you learn. That’s where the growth happens!
Resources:
Thomas Keller, owner of French Laundry in Napa, CA – How to video for Butter Poached Lobster - https://www.youtube.com/watch?v=l8zj9Ix69ig
The Cirrus Corporation, makers of Piston and Jet Aircraft, tagline “Always be learning” - https://cirrusaircraft.com/about/
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In this episode, Phil reflects on a memorable trip he recently took with his youngest daughter, Ally. They crossed paths with a seventy-eight year old women during their zip-lining adventure who they will never forget.
When’s the last time you did something for the first time? Step outside of your comfort zone, like Mammaw. Listen in to hear the full story.
Resources:
“For The First Time.” Darius Rucker - https://www.youtube.com/watch?v=GkZIF4mmztc
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Visionaries and dreamers can change the world, so it is important that we encourage and support them. The story of Amazon is a great example! In this episode, Phil challenges us to not simply ask questions or dissuade such ideas but to seek to understand them.
Resources:
Amazon - https://www.bbc.com/news/business-48884596
Jeff Bezos - https://www.nytimes.com/2021/07/20/science/bezos-blue-origin-space.html
Richard Branson - https://www.nytimes.com/2021/07/11/science/richard-branson-virgin-galactic-space.html
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The lesson in this episode is simple; be kind, be intentional, and love one another.
Listen in as Phil reflects on three people close to him who lived a life worth emulating.
Resources:
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Today I had the opportunity to record the 500th episode of Monday Morning Mojo live. It was a unique honor to share this milestone with you, and I am grateful for all the support over these nearly 10 years. If you missed it, I invite you to watch a replay of the episode HERE. And a special thank you to the behind the scenes Cannon Financial Institute team, Sarah Jones and Dan Manske.
Resources:
Parody of ”I’m Gonna Be (500 Miles)” - The Proclaimers by Chris Nekvinda, PhD - https://www.youtube.com/watch?app=desktop&v=tbNlMtqrYS0
John Yackel, Chief Executive Officer and Co-Founder of Trucendent LLC - https://www.linkedin.com/in/john-c-yackel/
Shannen Fields, Film/TV Actress, Producer and Speaker - https://www.linkedin.com/in/shannen-fields-87890b10/
Lewis Carroll, English Church Official, Author, and Mathematician - https://www.notablebiographies.com/Ca-Ch/Carroll-Lewis.html
Kyle McDonald, CEO at Argent Financial Group - https://www.linkedin.com/in/kyle-mcdonald-59786a27/
Amazon - https://www.amazon.com/
Apple - https://www.apple.com/
Starbucks - https://www.starbucks.com/
Virgin Atlantic - https://www.virgin.com/virgin-companies/virgin-atlantic
Virgin Galactic - https://www.virgingalactic.com/
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Success is not possible without unsung heroes. In this episode, Phil shares the behind-the-scenes roles that four individuals have played in project’s successes: an aerial photographer, a golf caddy, and the production team for this podcast. Who is an unsung hero you can acknowledge and thank? Listen in to hear what these four individuals and all unsung heroes have in common.
Resources:
Civil Air Patrol - https://www.gocivilairpatrol.com/
U.S. Open - https://www.usopen.com/
Jon Rham - https://www.pgatour.com/players/player.46970.jon-rahm.html
Adam Hayes - https://www.golfmonthly.com/features/the-game/jon-rahms-caddie-161815
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It’s the first day of summer, and at the end of this week, we will celebrate the Fourth of July. In this episode, Phil shares the importance of finding common ground by using examples in history.
Tune in to hear the story behind why we celebrate Independence Day on July 4th.
Resources:
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It’s important to live in the moment, but all the while, you need to be also preparing for the future.
In this episode, Phil uses a personal example of buying a winter coat in the heat of summer to reiterate the advantages of preparing for the future. He also shares a lesson he learned from a movie.
Resources:
Scene referenced from Facing the Giants - https://www.youtube.com/watch?v=WAxwS8KyMQQ
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Recently, Phil was a guest on the Secrets to Scale podcast where he talked about intrapersonal communications and their importance for creating scale and growth in businesses.
In this episode, Phil continues that conversation by exploring three ranges of communication skills. Where do you rank and how can you improve your skills? Listen in to find out!
Resources:
Secrets to Scale podcast, host Ali Jordan, Chief Operations Officer of LibertyFi, LLC - https://libertyfi.com/podcast/phil-buchanan-on-secrets-to-scale
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We have all missed communal experiences over the last year. Thankfully, opportunities to gather in person and connect are finally happening again and are in high demand as people are looking to make up for lost time!
In this episode, Phil shares his recent experience at a live outdoor concert. He highlights the importance of wealth advisors using communal events to connect and engage with their client’s families. Listen in as he shares the return on engagements and connecting.
Resources:
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It is moving season for Phil! He just moved to a new temporary corporate office and will move to the new permanent headquarters later this fall. In between, he will move his youngest daughter to college and his oldest daughter to a new townhome.
In this episode, he outlines seven basic life skills that moving requires and life demands. He encourages you to do an honest assessment of yourself. What skills can you work on improving?
Resources:
The Jefferson’s Theme Song - https://www.televisiontunes.com/Jeffersons.html
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In this episode, Phil shares his emotions as his youngest daughter graduated high school this past weekend. Graduation is bittersweet not only for graduates but also for their families and friends.
No matter what stage of life we are in, we should embrace it and celebrate it; don’t wish away time.
Resources:
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In this episode, Phil has his upcoming birthday on his mind. He reflects on the expression, “It’s just not the same” and whether that is a negative or positive sentiment. Listen in as he offers multiple examples of how change can bring improvements.
Resources:
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Exercise is beneficial to physical health, but it also positively impacts our mental health. Group exercise is especially motivating. Unfortunately, one of the constraints of the pandemic was limited or no group workouts. Like many others, Phil turned to digital exercise platform, the Peloton bike, where he was introduced to Leanne Hainsby. Who is she?
For leaders and aspiring leaders alike, Leanne Hainsby is a leader with characteristics to emulate. What are those characteristics? Listen in.
Resources:
Leanne Hainsby, Peloton instructor - https://www.onepeloton.com/instructors/bike/danceonbike_uk
Follow her on Instagram - https://www.instagram.com/leannehainsby/?hl=en
Follow her on Facebook - https://www.facebook.com/leannehainsbypeloton/
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Do you ever find yourself in a bad mood for no reason? There is always a reason.
In this episode, Phil shares three recent conversations that were responsible for his bad mood. We all fall into energy-sucking thoughts; these individuals were wasting energy on being close-minded, blaming others, and being stuck in the past. Be aware and intentional about how your mental and physical energy is being spent; don’t waste it!
Resources:
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Long-term plans allow a vision to be passed along. They force us to have patience and perspective, and most importantly, they encourage the plan to be fluid, constantly being tweaked to achieve the ‘end goal.’
There are many days on the calendar that mark time. For Phil, April 30th and May 1st are two of those dates. Why are these dates significant to him? Listen in to learn about his long-term plan.
Resources:
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Phil’s youngest daughter is graduating high school next month and will be off to college this fall, leaving he and his wife as “empty nesters.” How many of you can relate?
Change is inevitable. We cannot control the speed at which life moves, but we can slow down and enjoy it. In this episode, Phil encourages us to live with tempered tenacity. Listen in to hear more.
Resources:
Kyle McDonald, “We can’t move the clock any faster than it’s going now.”
Thomas Rhett, Be a Light - https://www.youtube.com/watch?v=O4LzvbE6yQI
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In this episode, Phil reflects on the cause and effect of people and their actions. He advises that our success is shaped over time and interwoven with others’ work in our lives. Opportunity and hard work alone do not necessarily ensure success. It takes help, a connected community of people empowering our potential. Listen in as Phil guides us through our responsibilities to the efforts of others.
Resources:
Money Management Institute - https://www.mminst.org/
Britain’s Got Talent - https://www.imdb.com/title/tt1034201/
Simon Cowell - https://www.imdb.com/name/nm1101562/
** Luke 12:48 - https://www.biblegateway.com/verse/EN/Luke%2012:48
while during the course of recording, Phil attributes his Biblical quote to Luke 14:48. The correction to Luke 12:48 has been made in post-production.
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For sports enthusiasts like Phil, today is the middle of the best 10 days of the year in the sports world. Major League Baseball has started, the NCAA Men’s Basketball tournament is in its final rounds, and the Masters Golf Tournament tees off this week. One year ago, these sports were postponed/cancelled. What carried us through was hope and optimism. Listen in!
Resources:
Alexander Pope, An Essay on Man -
https://www.poetryfoundation.org/poems/44899/an-essay-on-man-epistle-i
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Lyrics are powerful. In this episode, Phil shares the lyrics to two well known songs, “Defying Gravity” from Wicked and “Let It Go” from Frozen.
He encourages us to complete an exercise this week; listen in to hear more about it. When we let things go, we too can defy gravity.
Resources:
“Defying Gravity,” Wicked, Kristin Chenoweth and Idina Menzel -
https://www.youtube.com/watch?v=fEq3xM-i0Ng
“Let It Go,” Frozen, Idina Menzel -
https://www.youtube.com/watch?v=moSFlvxnbgk
Naval Ravikant, an Indian-American entrepreneur, investor, and co-founder, chairman and former CEO of AngelList -
https://www.goodreads.com/author/quotes/6862186.Naval_Ravikant
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“There are two pains in life. There is the pain of discipline and the pain of disappointment. If you can handle the pain of discipline, then you'll never have to deal with the pain of disappointment.”
- Nick Saban, University of Alabama Head Football Coach
Life is hard, but perspective is everything. In this episode, Phil reminds us that we are in control of how we approach “the hard” in our life; we get to choose how we navigate the obstacles. Which hard path will you take this week?
Resources:
Quote by Nick Saban, Head Football Coach at the University of Alabama - https://247sports.com/Coach/3/Quotes/There-are-two-pains-in-life-There-is-the-pain-of-discipline-and--35837368/
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In this episode, Phil shares the effects of asking for and receiving advice from others. When we look to others for guidance, we learn something. Ask for advice this week; you will be amazed at the willingness of others to help and how that eventually helps you.
Resources:
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It’s been a year but as they say, “time marches on.” We will continue to Persevere.
As Phil prepares for his family’s Spring Break, he reflects on all the twists and turns of the past year: Pandemic, Protests, Progress, Politics, Polarization, and Prosperity. Listen in to hear more on these six “P’s.”
Resources:
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A caution light in your car/plane, winter storms, the COVID-19 pandemic. Redundancy and back-up plans are a key part of a sustainable, thriving life.
Foresight to consider future obstacles and the ability to create continuing and recovery solutions are the marks of a thoughtful leader. The storm will come; be prepared. When it comes, yet you are still able to continue, then the work and value of foresight and planning will be truly realized. Are you ready?
Resources:
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Being willing to share your successes and mistakes requires confidence and self-awareness.
Most of us have been so busy navigating the challenges of the last year that we’ve not had time to step back and reflect on what we’ve learned and share with others. In this episode, Phil challenges you and your team to do just that. In addition, he asks that you share with us what you learned so that we can share it with the Mojo community. Send us your responses at mojo@cannonfinancial.com.
Resources:
Richard McSpadden, Senior Vice President of Air Safety Institute, “There I Was…“ Podcast
https://toppodcast.com/podcast_feeds/there-i-was-an-aviation-podcast/
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Anger is not a helpful emotion. This was the guiding philosophy for Herman J. Russell, entrepreneur, and founder of H. J. Russell & Company. He believed in the goodness of people.
In this episode, Phil shares an eye-opening analogy of how emotions are like a muscle. He leaves us with a challenge; Believe in the good of others. Gather in the middle. Find common ground. Listen in to hear more.
Resources:
Building Atlanta: The Story of Herman J. Russell -
https://www.pba.org/shows/building-atlanta-herman-j-russell-story/
Building Atlanta: The How I Broke Through Segregation to Launch a Business Empire -
https://www.barnesandnoble.com/w/building-atlanta-herman-j-russell/1117219432
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*Disclaimer: This episode was recorded prior to the news regarding Jeep’s decision to remove their Superbowl commercial.
How are you investing your “additional” time? With virtual conferences and meetings and the elimination of commutes to the office, we find more time on our hands.
In this episode, Phil reminds us to use our time wisely. Evaluate how you invested your time last year and consider how you can invest it this year to achieve even better results.
Resources:
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Have you ever thought about how the first pilots to fly on a cloudy day felt? Leaders in this environment probably feel similar - frightened and know that there is a steep learning curve ahead.
In this episode, Phil uses instrument flying as an analogy for face-to-face business. The game has changed; has your strategy evolved with it?
Resources:
Gary Mangiofico, PhD - https://bschool.pepperdine.edu/academics/faculty/gary-mangiofico/
Nashville IMC Club, Chapter Leader Joe Creecy
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In this episode, Phil shares what he learned from Dr. Gary Mangiofico on a recent panel discussion hosted by the Association of Trust Organizations (ATO). Overall job satisfaction and motivation levels are down despite companies and employees’ best efforts to prioritize communication. It’s time to put employees first. Listen in to hear more.
Resources:
Association of Trust Organizations - http://www.trustorgs.com/custom/index.php
Gary Mangiofico, PhD - https://bschool.pepperdine.edu/academics/faculty/gary-mangiofico/
The Customer Comes Second, Hale Rosenbluth and Diane McFerrin Peters - https://www.harpercollins.com/products/the-customer-comes-second-hal-rosenbluthdiane-mcferrin-peters?variant=32117595045922
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“Someone's sitting in the shade today because someone planted a tree a long time ago.” – Warren Buffett
In this episode, Phil uses the woods and the work necessary to maintain and continuously improve the wildlife’s habitat that lives there as a metaphor for life.
All seasons change, but the overall quality of the environment is dependent on our efforts. The time to ensure good seasons in the future is now. Go plant a seed.
Resources:
Warren Buffett, CEO of Berkshire Hathaway - https://www.forbes.com/profile/warren-buffett/?sh=56431e964639
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The only way to ensure you never fail is to never try. Failure is part of life, and it gives us an opportunity to learn, grow, and respond.
In this episode, Phil uses a personal aviation example to show the importance of having a tutor to help you be more successful. Having help is a sign of strength; listen in to hear more.
Resources:
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Many of us are hopeful for change in this new year. However, if we genuinely desire change, we have to be the agents of it. Not wishers or hopers but doers.
New Year’s resolutions are often things we hope to do but rarely do we take the time to outline a plan as to how to make them happen. Let’s make 2021 a success; be agents of change.
Happy New Year!
Resources:
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In this episode, Phil provides you with three questions to answer and reflect on the last 12 months. 2020 was quite a year for all of us.
Take time to mentally unpack and wrap up the past year as you prepare for the new one. File your answers until mid-year 2021. We wish you a Happy New Year!
Resources:
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Every year, Phil shares “The Christmas Guest” poem. It’s one of only two episodes that are repeated; however, the episodes are never replayed, always uniquely recorded. This poem takes him back to his childhood. Listen in to feel its impact on you. Happy Holidays!
Resources:
“The Christmas Guest” by Helen Steiner Rice - https://bit.ly/2LYIdZ2
“The Christmas Guest” by Grandpa Jones - https://www.youtube.com/watch?v=7iyYix9umek
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Technology and human capital investments can create big leverage opportunities. This means that even if you can do something manually, it might not be the best way.
As the new year approaches, Phil encourages us to take stock of things we should invest in to enhance our productivity and effectiveness. He concludes the episode with a challenge for 2021; be smart and grow.
Resources:
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We all make mistakes. In this episode, Phil shares a recent mistake he made that involved driving with an expired tag while on a conference call. He concludes with a challenge to change frustration into appreciation. Listen in to hear the full story.
Resources:
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It’s amazing the difference a few months can make. Change in life is constant; sometimes it’s slow and incremental while other times it can be explosive and exponential.
In this episode, Phil uses the before, during, and after stages of three common life events to help us think about change, its impact, and effect. Change is inevitable; it’s important that we adapt and move forward.
Resources:
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On this Monday of Thanksgiving week, it is a tradition that Phil shares his version of the late Furman Bisher’s “I’m Thankful.” In this episode, Phil pauses and gives thanks to all the people and things that matter most to him.
As you begin this week, we challenge you to take time to think about what you’re thankful for this Thanksgiving.
Resources:
Furman Bisher – “I’m Thankful” - https://bit.ly/2pLkZh2
F3 - https://f3nation.com/
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We have ample smart systems that can provide us with information, but the key is what we do with the information.
In this episode, Phil shares three essential steps on how to unpack the information. He concludes with a real example to show why these steps are so important and challenges wealth advisors to embrace them.
Resources:
Ford Motor Company App - https://owner.ford.com/fordpass.html
Apple - https://www.apple.com/watch/
Whop Company - https://www.whoop.com/
Nick Watney, Whop App - https://www.golfchannel.com/news/whoop-strap-key-detecting-nick-watneys-positive-test
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There are many businesses that have thrived in 2020; however, there are numerous businesses that have struggled. Regardless of your business’s circumstance, we all need to start reimagining our business models.
What should your focus be for 2021?
Listen in as Phil shares three questions to start your critical thinking process. He encourages you to take time this week to evaluate your business; 2021 is only six weeks away.
Resource:
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There is angst and hesitation in our world right now; globally, we remain in a pandemic and as a country, the U.S. is navigating political and racial tensions. Many of us are concerned about what the future holds. Change brings anxiety.
Most of us feel the greatest frustration when things happen to us. In this episode, Phil shares two examples of people who proactively charted their course and didn’t allow circumstances to define them.
Resource:
“Ulysses” by Alfred, Lord Tennyson - https://www.poetryfoundation.org/poems/45392/ulysses
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The greatest teachers and leaders know that the best learning takes place when the learner is engaged and bought into the experience.
In this episode, Phil shares a recent example of how he approached teaching his daughter a skill she struggled to master. There are three important things to do when teaching; listen in to hear more.
Resources:
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In this episode, Phil shares a story about a relationship between a football coach and a café and its and impact 20 years later.
There are four attitudes and behaviors to take away from this story. Listen in to hear these key takeaways as well as Phil’s challenge for the week.
Resources:
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Training and learning should be a lifelong pursuit; when we are learning, we are growing. The same is true for dogs. In this episode, Phil uses his two dogs, Ellie and Bullet, to show the importance of training and the impact it can have on living a more fulfilled life.
In the last three months of 2020, Phil challenges us to learn. What will you have learned between now and January 1, 2021, and how will you become a better you because of it?
Resources:
Scott Baldwin, Professional Breeder, Trainer, and Guide - https://morgancountycitizen.com/2018/06/28/local-outdoor-legends/
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In this episode, Phil shares three recent experiences/conversations that reiterated a key life lesson: do hard things, but don’t do them alone.
What do group fitness workouts, managing a bank during the recession, and pine trees in an ice storm all have in common? Listen in to hear more.
Resources:
F3 - https://f3nation.com/
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Self-talk is the most powerful conversation most of us ever have; we are the stories we tell ourselves. Regardless of whether it’s positive, negative, true, or false, if you hear a story long enough, it might actually become true.
This week, Phil challenges us to be hypersensitive to the stories we tell ourselves. Listen in to hear how to adjust your self-talk to make it impactful.
Resources:
Jim Rohn quote - https://www.businessinsider.com/jim-rohn-youre-the-average-of-the-five-people-you-spend-the-most-time-with-2012-7
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“It’s not what you look at that matters, it’s what you see.” - Henry David Thoreau
Research shows it is common for multiple people to observe a situation and recount completely different versions of the same event. Basically, our brain processes what our eyes see and constructs a creative narrative of what’s occurring.
The brain prefers to work on autopilot and be efficient. Two examples of this are found in today’s common expressions of “I just want to get back to normal” or “this is the new normal.” Change is a very real and normal part of life; we simply need to prepare our brain to be proactive.
Resources:
Henry David Thoreau, “It’s not what you look at that matters, it’s what you see.”
https://philosiblog.com/2012/02/10/its-not-what-you-look-at-that-matters-its-what-you-see/
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A nudge is simply a push you give or get regarding some desired goal or action. It’s usually subtle, gentle, and encouraging.
In this episode, Phil shares his personal experience with a stranger turned friend giving him nudges. Time will pass regardless of our actions, productivity, or lack thereof. Don’t keep waiting. Who can you nudge today?
Resources:
Please send Comments, Questions, and Feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback Submissions to: mojo@cannonfinancial.com
Resources:
Peloton: https://www.onepeloton.com/
Please send Comments, Questions, and Feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback Submissions to: mojo@cannonfinancial.com
In this episode, Phil challenges us all to slow down. He shares song lyrics and a quote that embrace this message. Sometimes we get too busy planning for the future, or we find ourselves stuck in the present wishing for something different. We have control over our outlook; make the most of today!
Resources:
Trace Adkins, ‘You’re Going to Miss This’: https://www.youtube.com/watch?v=lBDN8yWyNYU
Thomas Rhett, ‘Be a Light’: https://www.youtube.com/watch?v=8YuWAZmD0aU
C.S. Lewis: https://www.cslewis.com/us/
Please send Comments, Questions, and Feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback Submissions to: mojo@cannonfinancial.com
In this episode, Phil shares six simple pleasures of the summers of his youth. He challenges us to slow down and enjoy the things that bring back sweet memories and smiles from simpler times.
Share a simple pleasure or two with Phil at pbuchanan@cannonfinancial.com. But most importantly, take the time to recognize and enjoy those simple pleasures. Life is short.
Resources
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Please send First Friday Feedback Submissions to: mojo@cannonfinancial.com
Singer-songwriter Kelly Clarkson released the song, “Stronger,” in 2011. The theme of the song applies to many aspects of life, “What doesn’t kill you makes you stronger.”
Most successful people are the most persistent people. Listen in as Phil builds on a theme from a previous episode and encourages us to work on things that might not come naturally to us.
Resources
Kelly Clarkson, “Stronger” - https://americansongwriter.com/the-story-behind-the-song-kelly-clarkson-stronger-what-doesnt-kill-you/
Now, Discover Your Strengths by Marcus Buckingham and Donald O. Clifton Ph.D - https://www.leadershipnow.com/leadershop/0114-0.html
Jamie Diamond, Chairman and CEO of JPMorgan Chase & CO - https://www.linkedin.com/in/jamie-dimon-65634172/
Please send Comments, Questions, and Feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback Submissions to: mojo@cannonfinancial.com
“You can be a world champion surfer like Laird Hamilton but if there are no waves, you can’t surf.”
In this episode, Phil shares a conversation he had with a CEO in the industry. The pandemic has had an impact on businesses. For this CEO and his company, they pivoted and repositioned to where the waves were rolling. How has your company had to pivot it’s 2020 business plans?
Resources:
Laird Hamilton, big wave surfer and innovator: https://lairdhamilton.com/
Please send Comments, Questions, and Feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback Submissions to: mojo@cannonfinancial.com
Mistakes are a part of life; they are inevitable. If we acknowledge them, we can learn and grow from them. However; if we hide from our mistakes, try to deny them, or let them define us, we are a victim of them.
The best leaders and organizations embrace mistakes and foster growth from them. Listen in to learn more about this process as well as the four things Phil encourages all of us to do when we make a mistake.
Please send Comments, Questions, and Feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback Submissions to: mojo@cannonfinancial.com
The arts, sports, work, leisure and recreation are all key components to a life well lived.
Like most things, the 2020 baseball season has been impacted by the pandemic. The history and traditions of baseball is an American institution, and while the game looks a lot different this season, baseball is operating in the “now normal,” as Phil calls it.
In this episode, Phil encourages you to be prudent in evaluating associated risks but allow for evolution and change. Be vigilant; this too shall pass.
Resources:
Ted Turner: https://www.tedturner.com/
Atlanta Braves: https://www.mlb.com/braves
Keep Calm and Carry On: https://history.blog.gov.uk/2014/06/27/keep-calm-and-carry-on-the-compromise-behind-the-slogan/
Please send Comments, Questions, and Feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback Submissions to: mojo@cannonfinancial.com
Life deals all of us adversity; we can’t avoid it, but we can manage through it. Some handle adversity better than others. What do they do differently?
In this episode, Phil shares three resources that help answer this question. He also shares seven characteristics that are common in these individuals. Listen in to rank yourself on how well you face adversity.
Resources:
Patel, Deep. “10 Ways Successful People Push Through Adversity.” Entrepreneur Magazine. 10 Sept. 2018: https://www.entrepreneur.com/article/319357
Tyagi, Saurabh. “5 Ways Top Leaders Overcome Adversity.” About Leaders. 2 Aug. 2018: https://aboutleaders.com/5-ways-top-leaders-overcome-adversity/#gs.ayz3gs
Hamilton, Christopher. How to Deal with Adversity. Picador, 2014: https://us.macmillan.com/books/9781250059000
Please send Comments, Questions, and Feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback Submissions to: mojo@cannonfinancial.com
In this episode, Phil focuses on an area often overlooked, relationships. Like an old pair of shoes, relationships need attention. Throwing away a relationship is easy; replacing one is hard. While mending one might require the most work, it can also be the most rewarding.
What relationship do you have that needs to be refurbished?
Resource:
Rago Brothers Shoe & Leather Repair, LLC: https://www.ragobrothers.com/
Please send Comments, Questions, and Feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback Submissions to: mojo@cannonfinancial.com
Just because you are current doesn't mean you are proficient. One gets you in the gate; the other propels you forward. In this episode, Phil uses pilots, lawyers, and advisors to explain the important distinction between the two words.
What steps are you and your colleges taking to raise your proficiency in every area of your practice? Listen in as Phil identifies what he believes to be a significant gap for advisors and three areas for growth.
Please send comments, questions, and feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
If someone had told you that 2020 would be a year of compounding and confusing issues that would bring extreme change, would you have believed them? Not likely. But here we are and many of these issues are somewhat out of our immediate control. When we lose control, we tend to do one of two things, neither of which are sensible.
Listen in as we explore how to shift our thinking to overall wellness and employ the simple acronym W.I.N. that will keep us on track.
Please send comments, questions, and feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
Recognize and reach out. It’s not hard but can make a tremendous impact. When we take the time to genuinely celebrate others, we are being human. We are acting in other’s best interest, not our own.
In this episode, Phil reminds us to be mindful of key events in the lives of others. He encourages us to connect with each other authentically in these moments; it will deepen the relationship and bonds that connect us.
Please send comments, questions, and feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
People need to be inspired, not dejected. Optimism generates hope.
In this episode, Phil shares what has been his “great sanity equalizer” throughout the quartine and the power of three words, “Don’t Stop Believin.’” He leaves us with a challenge to be beacons of hope and optimism; don’t stop believing.
Resources:
Peloton - https://www.onepeloton.com/
Jonathon Cain, Journey keyboarist - https://www.npr.org/2019/09/16/760315306/journey-dont-stop-believin-american-anthem
Casey Kasem’s American Top 40 Fall 1981 - https://kool.radio.com/blogs/american-top-40-the-80s/casey-kasems-at-40-from-november-28-1981
Please send comments, questions, and feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
The key to success lies in action, not just observation. The best leaders are highly focused on not simply surviving but positioning their firms and practices to thrive; they are optimistic, positive minded, glass half-full individuals.
So, step up and step forward. Seize the opportunity; it’s go time! In this episode, Phil challenges each of us to focus on growth and prosperity; don’t simply wait out the storm
Resources:
Please send comments, questions, and feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
Famous words of President Franklin Delano Roosevelt were appropriate in 1933 and are still appropriate today, “the only thing we have to fear is fear itself.”
In this episode, Phil shares a personal example of how he has not let fear stop him from accomplishing his goals. He encourages us to be safe but to get on with living. Life is meant to be lived!
Resources:
Franklin D. Roosevelt: https://www.whitehouse.gov/about-the-white-house/presidents/franklin-d-roosevelt/
FDR’s First Inaugural Address: http://historymatters.gmu.edu/d/5057/
Delta: https://www.delta.com/
Please send comments, questions, and feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
Many of us have done more video calls in the last two months than we did in all of last year.
Whether you love them or despise them, video calls are invaluable to maintaining human connectivity, especially in the world today. We absorb so much with not only our ears but also our eyes.
Our digital footprint has never been more important than it is today. Reach out if you want to talk through ideas of how to grow yours.
Resources:
Please send comments, questions, and feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
Life changes daily, sometimes in small incremental ways while other times it changes suddenly, like it has as a result of COVID-19. It can be exhausting trying to fight change, but if we proactively adjust and adapt to it, overtime, “new” will feel “normal.”
In this episode, Phil challenges us to think about the adjustments we’re making and plan to make in post-pandemic life.
Resources:
Bob Dylan, “The Times They Are a Changin”: https://www.youtube.com/watch?v=90WD_ats6eE
Please send comments, questions, and feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
In this episode, Phil encourages us to seek greatness. He cautions us though that achieving it will be hard and sustaining it will be even harder.
Whether you are striving for a great relationship, a great career, or to have a great day, you have to have a vision of what it will look like, and more importantly, you have to be willing to put in the work.
Winning is our strategy and win we will. Go seek greatness.
Resources:
Jim Collins, Author of Good to Great: https://www.jimcollins.com/article_topics/articles/good-to-great.html
Neil Patel, Entrepreneur: https://www.forbes.com/sites/neilpatel/#514532e2181e
George Anders, Author of Perfect Enough: https://www.nytimes.com/2003/05/18/books/chapters/perfect-enough.html
University of Alabama, Head Coach Nick Saban: https://rolltide.com/sports/football/roster/coaches/nick-saban/937
Please send comments, questions, and feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
When to reopen. Like many issues that face the U.S. today, there are two hard sides and one in the middle. One can argue health is at the core of all three sides.
In this episode, Phil reminds us that we all have personal agency. No matter the decision of others, we all have the ability to think critically, make informed decisions, and choose what’s best for us as individuals.
Resources:
Please send comments, questions, and feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
In this episode, Phil expresses gratitude for advice he has received over the years. Why now? Why this advice? Well, Phil wasn’t necessarily sold on the decisions, but followed through anyway. Listen in; you’ll be glad you did.
Resources:
Gloria Gainer, “I Will Survive”: https://www.youtube.com/watch?v=ARt9HV9T0w8
The Weather Girls “It’s Raining Men”: https://www.youtube.com/watch?v=l5aZJBLAu1E
Chuck Jordan: https://grahlconstruction.com/about-us/
Kyle McDonald: https://www.linkedin.com/in/kyle-mcdonald-59786a27/
John Yackel: https://www.linkedin.com/in/john-c-yackel/
Peloton: https://www.onepeloton.com/
Please send comments, questions, and feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
If leaders focus on what can be built going forward and not dwell in what’s being lost or destroyed, we can all come out of this even better than we went in.
In this episode, Phil challenges all of us to focus on building the future, create and believe in the vision about what can become. Have energy, faith, and most importantly, be optimistic.
Resources:
Tash Elwyn, President and CEO of Raymond James & Associates: https://www.raymondjames.com/about-us/leadership-team/tash-elwyn
Cannon Connects, Host Phil Buchanan with Guest Tash Elwyn: https://bit.ly/ccphilandtash
Dr. Bob Rotella, Ph.D.: http://www.rotellaperformanceworkshops.com/about-bob.html
General Colin Powell: https://www.biography.com/political-figure/colin-powell
Please send comments, questions, and feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
Our brains are hardwired for one of two responses in difficult situations: fight or flight.
In this episode, Phil challenges us to replace our fear with courage, compassion, and optimism. He encourages us to choose focus on the things that matter most in your life during these times, and be safe.
Resources:
“Courage is not the absence of fear, but rather the judgement that something else is more important than fear” - Ambrose Redmoon
Please send comments, questions, and feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
In this episode, Phil recalls a famous movie from 1993 and the way it relates to our emotions today. In times of immediate and sudden change, we are not only tested but also demonstrate our ability to adapt and succeed. He leaves us with a very important action step.
Resources:
Harold Ramis: https://www.imdb.com/name/nm0000601/
Groundhog Day: https://www.imdb.com/title/tt0107048/?ref_=fn_al_tt_1
Bill Murray: https://www.imdb.com/name/nm0000195/?ref_=ttfc_fc_cl_t1
Andie MacDowell: https://www.imdb.com/name/nm0000510/?ref_=ttfc_fc_cl_t2
Chris Elliott: https://www.imdb.com/name/nm0254402/?ref_=ttfc_fc_cl_t3
Phil’s Tips for Dealing with Current Challenges:
https://www.linkedin.com/feed/update/urn:li:activity:6648289437870538753/
Please send comments, questions, and feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
Fear. Anxiety. Humor. Disbelief. A month ago, most of us couldn’t image the current situation we’re in. Yet, today, we find ourselves navigating it.
In this episode, Phil encourages all of us to step up, kick through, and move forward through the uncertain days and weeks ahead, just as those before us did. The human spirit will shine through; find the positives. From all of us at Cannon, Safe health and Godspeed.
Resources:
Please send comments, questions, and feedback to: mojo@cannonfinancial.com
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Performance improves when actions and results are measured; however, it’s a bit more nuanced than that. Short-term results often occur simply because we start measuring things, but sustainable long-term performance is based on measuring and reporting the right things.
In this episode, Phil shares keys to achieving long-term results and success.
As we approach the end of the first quarter, he challenges you to go back and look at your goals for 2020. Are you measuring the right things?
Resources:
Peloton: https://www.onepeloton.com/
Please send comments, questions, and feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
What we do today has an impact on tomorrow.
In this episode, Phil shares a personal example of two miniscule activities he does every day. Small things require little effort and time, but they yield big positive rewards. Live life today by remembering tomorrow. What exactly does that mean? Listen in to learn more.
Resources:
Jesse Itzler, Entreprenueur, Author, Keynote Speaker: https://jesseitzler.com/
“Remember Tomorrow” Iron Maiden: http://bit.ly/remembertomorrowironmaiden
Steve Harris, Musician: http://bit.ly/steveharrisironmaiden
Paul Diano, Musician: http://bit.ly/pauldiannoironmaiden
Please send comments, questions, and feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
Are you truly passionate about how you spend the majority of your time?
Join in on this week’s episode as Phil tells us a story about the famous and influential jazz musician, Wynton Marsalis. Wynton is an example of how a passion can turn into a craft. As we start a new week, let’s work to spend more time doing what we are passionate about; in turn, we’ll elevate our craftsmanship.
Resources:
Wynton Marsalis: http://bit.ly/2VrRjCW
“Wynton’s Blues” by David Hajdu: http://bit.ly/2TmeJXG
“I Don’t Stand a Ghost of a Chance,” Victor Young: http://bit.ly/3adzQCC
“I Don’t Stand a Ghost of a Chance,” Bing Crosby: http://bit.ly/2waoWP4
Please send comments, questions, and feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
“I am convinced that life is 10% what happens to me and 90% of how I react to it.” – Charles Swindoll
How do you handle a dead battery? A delay at the airport? A flat tire? How we react to unexpected and inconvenient disruptions in our lives can define our experiences. Phil challenges us to prepare for such events and control our response to them.
Resources:
Robert Biswas-Diener, “The Three Types of Complaining”: http://bit.ly/2SIa0R2
Jim Rohn Quote: http://bit.ly/32dMr5R
Charles R. Swindoll Quote: http://bit.ly/3bTeegm
Please send comments, questions, and feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
John Meachem is not only a legendary writer but also a great communicator. One of his most recent works is his book, Songs of America, written with one of country music’s legends, Tim McGraw.
In today’s episode of Monday Morning Mojo, Phil decribes the different techniques that John uses in his writings. How can you improve your communication techniques? Tune in to learn more.
Resources:
John Meachem: http://www.jonmeacham.com/
Tim Mcgraw: https://timmcgraw.com/
Please send comments, questions, and feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
From the half-time show at the Superbowl to the election campaign underway, personal opinions are flooding social media. It has become the main outlet for letting individuals express how they feel about controversial issues.
Join Phil as he discusses negative emotional triggering and how social media plays a big part in this today. At the conclusion of the episode, he encourages us to realize that we may have differing opinions but challenges us to try to understand where they’re coming from.
Resources:
Please send comments, questions, and feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
Life is a precious gift that we all get to experience. Sometimes in this beautiful life though, we don’t always have all the answers.
In today’s episode, Phil takes the time to remember former NBA player, Kobe Bryant. Kobe, along with several others, was killed in a horrific helicopter accident last week. Though we may not know the reasoning for why this happened, we can choose to hold on to Kobe’s legacy by taking action and making a positive impact on others.
Resources:
Kobe Bryant: http://bit.ly/3aVj6ko
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Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
Are you too busy to even think? Do you struggle to say no to things? Have you overscheduled yourself?
In this week’s episode, Phil shares his way of taking time to reflect on different aspects of his life. He challenges us to find ways to improve our lives. Where do you start? Only you can answer that.
Resources:
Please send comments, questions, and feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
Where is your focus? Do you take time for yourself? Are you mentally and intellectually in shape?
In this episode, Phil shares the importance of taking time to invest in yourself. We challenge you to think about the questions above. Put yourself first; let’s get in shape!
Resources:
Please send comments, questions, and feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
In 2016, an article titled "The Elements of Value" was published in the Harvard Business Review. The thirty elements of value were divided into four tiers: functional value, emotional value, life-changing value, and societal impact.
In this episode, Phil challenges us to categorize our elements of value into these four tiers. He asks for your engagement; send your comments, questions, and feedback on what you do, how you are different, etc. to pbuchanan@cannonfinancial.com.
Resources:
“A Theory of Human Motivation” by Abraham H. Maslow: http://bit.ly/2QEH8Ik
“The Elements of Value” a Havard Business Review: http://bit.ly/2TbzG9y
Please send comments, questions, and feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
A business is only as strong as the bond it has with its clientele. When the bond is broken, so is the loyalty.
Join Phil as he shares two personal examples of businesses who not only stand by their word but exceed it. In 2020, he challenges us to be more proactive and vocal in recognizing those who do it right. Who stands out for you?
Resources:
Sitka - https://www.sitkagear.com/
Colonel Littleton - https://www.colonellittleton.com/
Please send comments, questions, and feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
As our Special December Series of Monday Morning Mojo comes to an end, we welcome our final featured guest, Anna Buchanan. Anna is pursuing her MBA in Finance at the College of Charleston.
This episode, Anna shares how changing our mindset can positively impact our lives. Throughout the new year, Anna challenges us to view things through an optimistic lens and not get caught up in the minutiae of life. How are you blessed?
Resources:
Please send comments, questions, and feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
Inspiration. This word is defined as the process of being mentally stimulated to do or feel something. What inspires you?
For Phil, the Christmas season has always been an inspirational time of year. It brings festiveness, thoughtfulness, and graciousness. In this episode, he shares with us the timeless poem that continues to inspire him year after year, “The Christmas Guest.” We hope you enjoy!
Resources:
Definition of Inspiration: https://bit.ly/2S2GqWG
“The Christmas Guest” by Helen Steiner Rice: https://bit.ly/2LYIdZ2
“Where Love is God is” by Leo Tolstoy: https://bit.ly/38EsV5n
“Le père Martin” by Ruben Sailens: https://bit.ly/2tp4uIY
Matthew 25: 31-46: https://bit.ly/2LVWHJ5
Please send comments, questions, and feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
Our third featured guest of the Special December Series is Ed Freeman. Ed is a State Farm Agent that has built his career from the ground up.
In this episode, Ed shares the importance of surrounding yourself with good people. Join him as he unpacks four lessons he has learned and gives us inspiration for the new year.
Resources:
Nick Saban: https://bit.ly/2PmfYpf
Kirby Smart: https://bit.ly/2LPYsrh
Bill Belichick: https://bit.ly/2sk59e9
Tom Brady: https://es.pn/2YJkEIG
Please send comments, questions, and feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
How to record a podcast:
- Before recording, we advise you to write out your podcast. This will help you compile your thoughts on the moments in your life that helped create the person you are today.
- When using an iPhone to record, use the Voice Memo that is provided on your Apple device or any other free voice recording app.
- When using a computer, you must use a microphone to do the podcast recording. There are two outlets we suggest you use, either the Voice Recorder app provided by Windows or Audacity.
- When using an Android, there is an audio recorder and voice memo app provided on the device.
- After recording the podcast, please send your episode to our team at mojo@cannonfinancial.com.
- If you have any questions feel free to contact us at the above email address.
This week, we continue our Special December Series of Monday Morning Mojo. We welcome our next featured guest, Grady Saunders. Grady is a former intern of Cannon, and he recently began his professional career in a bank.
In this episode, Grady shares with us his way of adjusting to a working lifestyle after graduating from college. As you listen in, he challenges you to find the thing that helps make you feel at home. Find something that brings your team together.
Resources:
Please send comments, questions, and feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
How to record a podcast:
- Before recording, we advise you to write out your podcast. This will help you compile your thoughts on the moments in your life that helped create the person you are today.
- When using an iPhone to record, use the Voice Memo that is provided on your Apple device or any other free voice recording app.
- When using a computer, you must use a microphone to do the podcast recording. There are two outlets we suggest you use, either the Voice Recorder app provided by Windows or Audacity.
- When using an Android, there is an audio recorder and voice memo app provided on the device.
- After recording the podcast, please send your episode to our team at mojo@cannonfinancial.com.
- If you have any questions feel free to contact us at the above email address.
This episode begins our Special December Series of Monday Morning Mojo. We welcome our first featured guest and Excuective Producer, Sarah Jones. She loves the Georgia Bulldogs and everything about college football.
As you listen in, you’ll find that football and life aren’t all that different. She reminds us to learn from our mistakes and challenges us to finish the year strong. How will you define your season?
Resources:
NCAA: https://bit.ly/2XR2mVz
SEC, Southeastern Conference: https://bit.ly/2QVTegX
ACC, Atlantic Coast Conference: https://bit.ly/2OpSpvb
Please send comments, questions, and feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
How to record a podcast:
- Before recording, we advise you to write out your podcast. This will help you compile your thoughts on the moments in your life that helped create the person you are today.
- When using an iPhone to record, use the Voice Memo that is provided on your Apple device or any other free voice recording app.
- When using a computer, you must use a microphone to do the podcast recording. There are two outlets we suggest you use, either the Voice Recorder app provided by Windows or Audacity.
- When using an Android, there is an audio recorder and voice memo app provided on the device.
- After recording the podcast, please send your episode to our team at mojo@cannonfinancial.com.
- If you have any questions feel free to contact us at the above email address.
On this Monday of Thanksgiving week, it is a tradition that Phil shares his version of the late Furman Bisher’s “I’m Thankful.” In this episode, Phil pauses and gives thanks to all the people and things that matter most to him.
As you begin this week, we challenge you with two questions: How are you thankful? Who should you thank?
Resources:
Furman Bisher – “I’m Thankful”: https://bit.ly/2pLkZh2
Please send comments, questions, and feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
How to record a podcast:
- Before recording, we advise you to write out your podcast. This will help you compile your thoughts on the moments in your life that helped create the person you are today.
- When using an iPhone to record, use the Voice Memo that is provided on your Apple device or any other free voice recording app.
- When using a computer, you must use a microphone to do the podcast recording. There are two outlets we suggest you use, either the Voice Recorder app provided by Windows or Audacity.
- When using an Android, there is an audio recorder and voice memo app provided on the device.
- After recording the podcast, please send your episode to our team at mojo@cannonfinancial.com.
- If you have any questions feel free to contact us at the above email address.
Do you ever stop to think about the story behind the story and the impact it may have on our lives? There are many moments in history that we know of, but we don’t know the whole story or its significance.
In this week’s episode, Phil discusses the importance of history and shares a personal experience of when he became more mindful of it. He challenges us to look around and seek monuments and historical landmarks. Find the story behind the story; we promise you’ll learn something.
Resources:
President Herbert Hoover: https://bit.ly/2NFxQKH
Hoover Dam: https://bit.ly/370mOqW
Mike O’Callaghan-Pat Tillman Memorial Bridge: https://bit.ly/371ur0n
Please send comments, questions, and feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
How to record a podcast:
- Before recording, we advise you to write out your podcast. This will help you compile your thoughts on the moments in your life that helped create the person you are today.
- When using an iPhone to record, use the Voice Memo that is provided on your Apple device or any other free voice recording app.
- When using a computer, you must use a microphone to do the podcast recording. There are two outlets we suggest you use, either the Voice Recorder app provided by Windows or Audacity.
- When using an Android, there is an audio recorder and voice memo app provided on the device.
- After recording the podcast, please send your episode to our team at mojo@cannonfinancial.com.
- If you have any questions feel free to contact us at the above email address.
Kindness is everywhere, even in places and times when you least expect it. Think about examples of when you were kind to someone or someone was kind to you. Sometimes it can be hard, but it’s a simple, important action that can have a magnifying effect.
Listen in as Phil discusses the benefits of being kind. He challenges you to be intentional about showing kindness this week. So, what will you do?
Resources:
Lady Gaga: https://imdb.to/34sbuSp
“A Star is Born”: https://imdb.to/2JOeZuS
“Most People are Good” by Luke Bryan: https://bit.ly/34y5sQt
The Golden Rule: https://bit.ly/2Nr0IGw
Please send comments, questions, and feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
How to record a podcast:
- Before recording, we advise you to write out your podcast. This will help you compile your thoughts on the moments in your life that helped create the person you are today.
- When using an iPhone to record, use the Voice Memo that is provided on your Apple device or any other free voice recording App.
- When using a computer, you must use a microphone to do the podcast recording. There are two outlets we suggest you use, either the Voice Recorder App provided by Windows or Audacity.
- When using an Android, there is an Audio Recorder and Voice Memo App provided on the device.
- After recording the podcast, please send your episode to our team at mojo@cannonfinancial.com.
- If you have any questions, feel free to contact us at the above email address.
Time is something that you can’t stop, you can’t get back, and you can’t fast forward. So, why not use the time you have now to enhance and improve yourself to be the best version of you? How do you plan to invest in yourself in the coming year?
In this week’s episode, Phil shares a personal encounter with an individual that has been making the most of his time by going to school and working full-time, all while raising a family. He uses this story to challenge you to make the most of your time while finishing out the year and to make 2020 your year!
How to record a podcast:
- Before recording, we advise you to write out your podcast. This will help you compile your thoughts on the moments in your life that helped create the person you are today.
- When using an iPhone to record, use the Voice Memo that is provided on your Apple device or any other free voice recording app.
- When using a computer, you must use a microphone to do the podcast recording. There are two outlets we suggest you use, either the Voice Recorder app provided by Windows or Audacity.
- When using an Android, there is an audio recorder and voice memo app provided on the device.
- After recording the podcast, please send your episode to our team at mojo@cannonfinancial.com.
- If you have any questions feel free to contact us at the above email address.
Resources:
Please send comments, questions, and feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
What are the key drivers that make you your best? Join Phil as he shares four examples of things he needs to be in harmony to perform at his best.
In this episode, he challenges you to think about internal and external components that help you maximize your potential. Surround yourself with these things, and be your best you!
Resources:
Invictus by William Ernest Henley: https://bit.ly/2nsmfQK
Please send comments, questions, and feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
We’re all guilty of taking short cuts. We live in a world where our accessibility to answers and solutions is limitless. So, why put in the work?
In this episode, Phil shares a quote by John Wooden, “Success travels in the company of very hard work. There is no trick, no easy way.” Phil challenges us to do the work. Good things don’t come easy. Listen in to this week’s episode; keep working hard!
Resources:
Quote by President John F. Kennedy: https://s.si.edu/31iKbrO
Quote by John Wooden: https://bit.ly/2MiKRZW
Quote by Simon Sinek: https://bit.ly/31qvBig
Quote by Robert Half: https://bit.ly/2prOt2M
Quote by President Teddy Roosevelt: https://bit.ly/33vqq1I
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Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
“When I say be kind to one another, I don’t mean be kind to the people that think the same way you do. I mean be kind to everyone.” – Ellen DeGeneres
This week, Phil relates the encounter of Ellen DeGeneres and President George W. Bush at the Cowboys game to how we should all be living our lives. We should have respect, tolerance, and empathy for everyone, no matter their opinions. Be sure to tune in to this episode as it is a good reminder for how you should live your week!
Resources:
Ellen DeGeneres show: https://bit.ly/2IB8PNM
Ellen DeGeneres: https://bit.ly/1LRHuD9
President George W. Bush: https://bit.ly/1cl14T0
Please send comments, questions, and feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
This week’s Monday Morning Mojo is in remembrance of a special individual who brought their dreams to life. Jud Bergman lived a life of example; we can learn from his approach to business, lessons he learned, and how he lived his life.
As we begin this week, Phil challenges each of us to live your life as Jud did. Do not only dream great dreams; live them.
Resources:
Jud Bergman: https://bit.ly/30M0Q6I
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Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
What do you expect from your associate in how they position themselves? How do they position your company; How do they position you? What interpersonal skills do you expect them to possess?
In today’s episode, Phil discusses the system and steps required to be a pilot and how they should be applied to businesses. Listen in as he addresses the questions above as a way to train to exceed expectations and validate proficiency.
Resources:
Ron Cox: https://bit.ly/2neY6kq
Please send comments, questions, and feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
Some of the most successful leaders in life are those who practice the act of graciousness. An example of a leader that has been a true representation of this is Pete Dawkins.
In today’s episode, Phil shares the story of when he had the opportunity to be in the presence of Pete’s graciousness. Phil also shares a personal example of when he chose to be kind rather than bashing out. This episode is a reminder that we can be successful while also being gracious.
Resources:
Pete Dawkins: https://www.petedawkins.com/
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Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
Do you ever stop to think about the things you say? Many of us are unaware of the mistakes we make in verbal and written communications.
In this episode, Phil discusses the importance of correct grammar. Communication is an essential life skill; it is a representation of you as well as your firm.
Resources:
Grammarly: https://app.grammarly.com/
Please send comments, questions, and feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
The timeless saying still rings true, “people don’t care what you know, but they do want to know that you care.”
How can you increase client engagement? The answer lies in creating deep, meaningful relationships. Life is a people and contact sport. If you want to know the secret to raving fans, this is an episode you don’t want to miss.
Resources:
Please send comments, questions, and feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
Have you found yourself in the center of an endless cycle of conflicting opinions? How was your situation resolved?
In this episode, Phil uses a recent personal challenge to show the importance of being tenacious and a self-advocate for one’s well-being. Join Phil this morning as he shares a few fundamental lessons he learned through his experience.
Resources:
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As college football season approaches, fans are gearing up for kickoff. Whether you’ve played the game or served as a spectator, have you ever considered the lessons that are learned? Teamwork? Leadership? Development?
In today’s special episode, Phil discusses seven of the key lessons we can all learn from the game of football and in turn use in our everyday lives. Go Dawgs!
Resources:
Quote by Nick Saban: https://bit.ly/30IP1PM
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Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
Have you recently thought about the experience your clients have? The lens that customers see through is not always the visual you want them to have.
In this episode of Monday Morning Mojo, Phil reminds us to take a step back to look at the bigger picture of our client relationships. We need to evaluate our mentality as well as hold ourselves accountable for our commitments to our clients.
Resources:
Please send comments, questions, and feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
Think about the impact technology has in your daily life. Computers, the Internet, smartphones, and most recently, Apps have simplified our daily routines and enhanced our experiences.
In today’s milestone of Monday Morning Mojo, episode 400, Phil shares key innovations of the last few decades and discusses the effects they have had in changing our lives and the client experience. We challenge you to think about the role innovation plays in your life. What invention is next?
Resources:
Definition of Innovation: https://bit.ly/2CeCGcM
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Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
We are all surrounded by people that hold a range of opinions. In our everyday lives, we tend to stick to those who hold the same opinions as we do and tend to express them through harsh tones, tearing others down, or blaming others to solve problems.
Join in, as Phil reminds us all to consider listening to others' opinions and to be respectful of what they have to say. By doing this, it can broaden our critical thinking, analytical skills, and improve the way we express our opinions.
Resources:
“Man in the Mirror” by Michael Jackson: https://bit.ly/2jNpOxK
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Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
How focused are you on your overall business plan? Do you have an evaluation plan? Are you utilizing checklists or measurements to ensure the plan is followed through consistently?
These are questions to consider when constructing a business plan and can be a resource of habit. Listen in, as Phil explains how you can apply your answers as a guide to success.
Resources:
Aaron Franklin’s MasterClass: https://bit.ly/2YFWGg9
Aaron Franklin’s restaurant, Franklin Barbecue: https://bit.ly/2MxJoQ3
“The Southern Foodways Alliance Guide to Cocktails “ by Jerry Slater: https://bit.ly/2Znk4zZ
Krista and Jerry Slater’s restaurant, The Expat: https://bit.ly/319kavg
Please send comments, questions, and feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
“Dog Days of Summer,” is a saying that refers to those hot summer days when it is sweltering outside. This phrase was created by the ancient Greeks and Romans from the heliacal rising of the Dog-Star, Sirius.
During one of those “Dog Days”, Willis Carrier came across an idea which in turn, lead to his creation of the air conditioner. The appreciation for his work is an understatement. In today’s episode, Phil challenges us to seek ideas when we are faced with problems and we too may change the world.
Resources:
Please send comments, questions, and feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
One of the most important skills to have as a leader in this industry is to have constant development of communication. We are on a life long journey of refining our communication through connecting, understanding and advising others.
In today’s episode, Phil hones in on each of these mechanisms and explains how they can advance our interactions. We can all take Phil’s advice and schedule 15 minutes out of our day to invest in ourselves and practice the art of communicating.
Resources:
“Outliers: The Story of Success” by Malcom Gladwell: https://bit.ly/1nK8QeI
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Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
There is value in acknowledging and respecting the people we encounter. When positive acts, such as saying please and thank you, are replicated, they can have a ripple effect.
In today’s episode, Phil challenges us to take time to write thank you notes to those who have had an indirect or direct impact in our lives.
Resources:
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Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
There are many leaders in today’s society that have become successful as they have developed the aspect of being life long learners. They continue to learn through ever situation they encounter.
On this episode of Monday Morning Mojo, Phil discusses the importance of being open and active to continuing to learn and improve our skills. He challenges us to join a group that tests our abilities to be a more valuable asset.
Resources:
Edgar Dale- Cone of Learning: https://bit.ly/2C6Kf1r
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Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
Where do you excel? How can you use your strengths to run a business? Where are your weaknesses? How do you overcome the gaps? Not everyone is best at the same thing. How we combine each other’s expertise says a lot about whether or not we will create success.
In today’s episode, Phil encourages each of us to find where we excel and focus on using to this our advantage. By doing so, we are allowing ourselves to build a business that we run, rather than letting the business run us.
Resources:
Please send comments, questions, and feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
Prioritization vs. Procrastination. When you hear these two words, what do you think? Does being able to use them as a resource for time come to mind? Most successful people, whether you know them professionally or personally, have mastered the use of both prioritization and procrastination.
Listen in as Phil discusses these two ideas and challenges us to use them as tools to manage our time wisely.
Resources:
Susanna Newsonsen, MAPP - "6 Reasons Why Procrastination Can Be Good For You," http://bit.ly/2Kx8TAI
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Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
The true definition of a mentor is someone with sound advice, thoughtful guidance, and life lessons to share with individuals with less experience. Do you have a mentor in your life?
The best role models are not only self aware but intentional about developing others. Mentors come with various levels of experience and can be in all stages of life. Listen in as Phil shares the benefits of having someone you look up to as a mentor and that leads by example.
Resources:
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Legacy. In today’s world we most often equate one’s legacy to the financial stamina or tangible “things” left behind. But what about the gift of character? Life lessons? Anecdotal wisdom? Are these not some of the brightest attributes of one’s legacy?
In today’s episode of Monday Morning Mojo, Phil reflects on the lasting impact his mentors, and ultimately cherished friends, have had on his life. Take a moment as you listen to consider this simple, yet impactful question means to you; What will they say?
Resources:
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In the midst of the busyness of life, we tend to lose sight of the impact we have on those around us. We forget that the many resources that are easily accessible to us may not as accessible to others.
As we listen in today, Phil reminds us of the power we have to make a difference and challenges each of us to focus in on getting involved and investing in others.
Resources:
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Whether you are a manager, an employee, a parent or a friend, regardless of your role, we all have to have tough conversations. While some do not know how to have this type of conversation, others are anxious about the effect it will have on relationships.
Join us this morning as Phil shares a three-step approach to preparing for and having tough conversations. No leader enjoys having these conversations; however, they are inevitable in leadership and therefore, a skill that must be mastered.
Resources:
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In life, there are a variety of transitions that we go through as individuals. With hard work in times of transition, we can create opportunities for success.
By being open to new perspectives and proactive in our learning, we can expand our abilities and maximize our personal achievements. In today’s episode, Phil uses his daughter to share how working hard can earn opportunities that lead to success.
Resources:
Invictus, William Earnest Henley: https://bit.ly/2nsmfQK
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Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
It is important for businesses to consistently evaluate and elevate the experience their clients or customers receive when they interact with them. As a client or customer, we want an easy and convenient experience. As a business, it is our responsibly to ensure the encounter is positive.
So, if a client experience is just okay, is that okay? Join us as we unpack this question and explore the role innovation can have in the client experience.
Resources:
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From decade to decade, evolving technologies change the way each generation communicates and expresses themselves. Despite these vast changes that have completely transformed the manner in which we operate today, it is remarkable how the underlying motivation behind our actions generally stays the same.
On today’s episode, we reflect on the lyrics and messages of songs from decades past and speculate how they might be different if they were written today. We encourage you to take the time to deliberate messages from decades before us and translate them to fit today’s context.
Resources:
Foreigner “Juke Box Hero": https://bit.ly/2Y3Alc9
George Jones “Who’s Gonna Fill Their Shoes”: https://bit.ly/2GQnRO4
Everett Rogers “The Fusion of Innovations”: https://stanford.io/1A48EOI
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Our brains are trained to sound the alarm any time that we hear about a forest fire, and for good reason. However, when these fires are prescribed, managed and contained, they can completely transform an environment for the better and prevent .
On today’s episode, we explore the dangers of limiting ourselves to narrow ways of thinking that prevent us from challenging our preconceived notions of “good” and “bad.” We encourage each of our listeners to open your minds to let in new and innovative lines of thinking- doing so will open up a whole new world of possibilities.
Resources:
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No matter the mistakes you have made, there is no situation so bad that you cannot come back from it through hard work and dedication. As we have learned from the great Tiger Woods, even the most public scandals can be overcome through immense effort and persistence.
On today’s episode, we reflect on the incredible story of Tiger Woods and the lessons that we can glean from his monumental comeback. By having an open heart and demonstrating true determination and grit, you will always be able to reclaim your narrative.
Resources:
http://bit.ly/tigerwoodsstory
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The formative days of any project can be exhilarating and energizing; however, keeping up that enthusiasm can be challenging as the novelty of a project wears off. When this happens, it is vital for leaders to maintain clarity of the purpose to generate excitement and continued dedication to the project.
In today’s episode, we discuss the importance of balancing the visionary with the mundane aspects of a project. Achieving this balance is key to truly seeing our passions through.
Resources:
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Have you ever found yourself limiting your opportunities and experiences based simply on a mindset of “no”? While it is true that the every day chores that each of us must complete can get in the way of adventure, it is also vital that we allow ourselves to simply enjoy the world around us from time to time.
Today, we explore how changing your mindset from a “no” mentality to a “yes” mentality can encourage creativity and happiness in every area of your life. Tune in today as we urge each and every listener to make this shift in mindset.
Resources:
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Ted Ridlehuber was a natural CEO; charismatic, driven and personable. When asked what working for him was like, Phil responds WYSIWYG. Ted loved the wealth management industry. The vision he had on changing the conversation and experience clients enjoyed regarding their wealth helped reshape the wealth management industry.
When Ted saw an opportunity to make a difference, he seized it. Today, many firms, advisors and families are better because Ted lived. Join us this morning as we reflect on the legacy of Ted Ridlehuber.
Resources:
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In the age of quick and convenient shopping, it is no longer sufficient to take a product-oriented approach to sales. Instead, it is vital for any salesperson to differentiate themselves and their products by creating sales experiences that are tailored to each customers’ unique needs.
In today’s episode, we explore the parallels between the average experience in a retail store and a client’s experience purchasing financial services. We encourage you to consider the importance of truly listening to your clients to better understand and serve their needs.
Resources:
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Everyone will encounter obstacles and trying times at some point in their professional and personal lives. While these times can be difficult to navigate, having a network of people from whom you can draw perspective, insights, and inspiration for your future can make the journey less arduous.
Join us for today’s episode as we discuss the importance of opening ourselves to both give and receive honest yet loving advice from family members, friends, and colleagues.
Resources:
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We are all in search of the ‘magic formula’ for success. As a result, we find ourselves with to-do lists of the right connections to make and constantly adjusting our time, energy, and actions to be able to complete certain tasks. However, we know, no matter what we do, there is no magic formula to achieving success.
Join us today as we unpack two traits that are essential for long-term sustained success. While these traits cannot guarantee success, without them, enduring success is almost impossible.
Resources:
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Taking a curious and learning approach when conversing with friends, colleagues, or even strangers not only makes the other person feel more understood, but also enhances your own takeaways from the experience.
Join us today as we explore the intrinsic and financial value that is added to your organization and life when you put the interests and experiences of others above your own. Instead of focusing on what you can add to someone else’s story, we challenge each of you to put your own story aside and truly engage with your companion.
Resources:
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When disaster strikes, it is easy to feel discouraged and lose sight of the bigger picture. However, maintaining a strong, positive attitude and using the time to continue working towards your goals is essential to survive any disaster.
In today’s episode, we encourage each of our listeners to resist the urge to feel helpless and instead keep your eyes on the long-view. Tune in as we discuss the difficulties and rewards of keeping a broad perspective in times of turmoil.
Resources:
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We have all found ourselves in a rut of “sameness” at some point in our lives. During these periods, it is essential that we allow ourselves to seek new opportunities and experiences.
Whether it’s a change in latitude or a change in attitude, we encourage all of our listeners to consider the importance of adding variety during periods of dullness. As the great Jimmy Buffett tells us, these changes can provide us with the clarity to re-examine our choices, be them career oriented or personal.
Resources:
Jimmy Buffett: https://bit.ly/2m67bre
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This season of college football recruiting inspires us to consider the necessary tactics to recruit motivated and intelligent new employees for our own firms. When you truly have done a good job recruiting employees, you can relax knowing that your vision is in capable hands.
Listen to today’s episode as we explore how seeking talented and driven individuals is key to advancing your company’s mission.
Resources:
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This morning, we celebrate the kick-off of the 7th season of our weekly, Monday Morning Mojo. Phil begins by reminiscing and sharing some of your favorite episodes over the years.
In the season opener, Phil challenges you to stop and understand the power of being invested. Join us to find out how to create an impactful 10-year plan.
Again, we thank you for your continued support and for joining us every Monday morning. Here’s to many more!
Resources:
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The qualities that build an exceptional person cannot be enumerated or quantified; there is no algorithm to achieve “greatness.” By contributing even a small percentage more in your day-to-day activities, overtime, you will be able to see a better you.
In today’s episode, we discuss the many aspects that make a person truly great as well as the path to get there. Listen to discover how the compounding effects of your effort can put you among the best of the best.
Resources:
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The strain that we put on ourselves to accomplish a specific goal or to achieve a certain promotion is often misplaced. In fact, it is usually the goals and promotions that we don’t achieve that end up impacting our lives the most.
In today’s episode, we challenge you to take a moment to reflect on what you’ve learned and how you have grown as a result of unanswered prayers in your life. By evalutating your achievements and defeats on a macro-scale rather than a micro-scale, you will be able to glean a more wholistic view and appreciate your growth and development.
Resources:
Garth Brooks, “Unanswered Prayers,” - https://bit.ly/2tJEpiM
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Experiencing turbulence can give you feelings of regret and remorse for taking on that particular obstacle. However, enduring these intense moments can also provide you with the focus and confidence you need to be successful, despite the stress.
Join us today as we explore the rewards of persevering through challenging experiences. Also, don’t forget to check out today’s episode for details about a special opportunity for a chance to win a treat on us. This is an episode that you don’t want to miss!
Resources:
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Can small acts make a big difference? Sometimes, the little, obscure moments teach us the most powerful lessons and are vital to our growth.
When we act to be helpful, no matter the size of the task, we make life better for others. In today’s episode, Phil challenges us to shift our mindsets to think more like servant leaders.
Resources:
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James (Jimmy) Williams, Former CEO of SunTrust - https://bit.ly/2AvkPMN
Gregory Cheng, Vice President and Business Development Officer at Pershing - https://bit.ly/2R6bDZH
Building the right financial plan for your client is a lot like building a new house. There is no “cookie-cutter” plan that will fit each client. Each individual or family has distinct characteristics; therefore, a unique financial plan must be curated for every client.
In today’s episode, we reflect on the impact of taking the time to wholistically evaluate your client’s goals and circumstances. Listen in to discover how doing so will elevate your clients’ experience and cultivate true loyalty.
Resources:
Please send comments, questions, and feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
In the face of a loss, do you allow yourself to wallow in disappointment? Or, do you quickly dust off your shoulders and get back to work? The way we react to the adversity in our lives speaks volumes about our character.
In today’s episode, we encourage you to take a play out of the University of Georgia football coach, Kirby Smart’s, playbook by turning your losses into opportunities to learn and grow. Tune in to discover how doing so can be the determining factor in your company’s success.
Resources:
Please send comments, questions, and feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
The arrival of the holiday season calls us to retell and reminisce on the classic stories that bring us comfort each year. No matter how many times they are told, these stories continue to shine light on important lessons that can be forgotten in the midst of holiday busyness.
In today’s special episode, we tell the story of “The Christmas Guest,” an age-old story about the power of kind gestures to strangers. Whether you’re unfamiliar with the story or have heard it time and time again, give it alisten and see what insight you find this year.
Resources:
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“The Christmas Guest” – Reba McEntire: https://bit.ly/2PBnrNR
“The Christmas Guest” – Johnny Cash: https://bit.ly/2UHywkr
In life, few things can get you through the tough moments like having a good sense of humor and knowing that no matter the circumstance, your close friends and family will have your back. Any gesture of friendship, be it large or small, can make all the difference for a friend in need.
Today, we discuss the impact of staying true to your friendships, even in periods of hardship or scandal. As this year comes to a close, we challenge you to reflect on your friendships and make it known to your loved ones that you’ve got their “six”.
Resources:
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With the passing of such a monumental figure as George H.W. Bush, we are called to reflect on the legacy he left behind. Bush exercised prudence in his decision making and worked diligently to improve the lives of every American. He was the epitome of a leader with a servant’s heart.
In honor of this legacy, we encourage each of you to reflect on moments where you have put the needs of your clients, friends, or family above your own. By taking pride in the work that you do for others, you are creating a lasting legacy for yourself.
Resources:
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As consumers, we are often quick to adapt to "good things." We appreciate innovations that add value to our lives, such as those that maximize our time and minimize our effort. But, is too much of a good thing still a good thing?
Listen in as we explore seamless innovations in society today and how to navigate challenges that arise from them. Resources:
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Every day, we each engage in a variety of activities, many of which are essential to conducting our professional lives while others simply are not. Unfortunately, habit and routine can cause non-essential and useless activities to continue; this creates opportunity cost. The tough part is distinguishing what really is essential.
As we prepare for the final month of the year, we challenge you to evaluate the activities you do routinely in your professional lives. Listen in as we outline three steps to save you money and recapture your time in the new year.
Resources:
John Wooden, legendary basketball player and head coach, https://bit.ly/1q4kJwG
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What are you thankful for? While this is a question we should ask ourselves throughout the year, this season especially calls us to take a moment to reflect. Although it can be hard to find time in the midst of the holiday season, the rewards of doing so are paramount.
Listen in today as Phil answers this question and urges every listener to do the same. By pausing to truly think about ten reasons why you feel blessed this year, your appreciation for the season can only grow.
Resources:
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We all seek the comfort of familiarity in our work. Be it the clients we serve, the conversations we have, or the systems we use. Disrupting the status quo can trigger stress and a lack of confidence in our knowledge or abilities to execute. One of the largest and most common disruptors today is the shift in technology.
In today’s episode we join Phil as he is thrust into unfamiliar territory while logging his pilot training hours. His frustration with sudden unexpected change ultimately yields itself to a complete shift in perspective. One so natural and uncomplicated that it is best described as “simply fly the plane.”
Resources:
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Relationships are tied to shared experiences, times, events, and encounters that have created narratives in our lives. This same tendency holds true in our professional relationships. Experiences matter; they build a bond between those involved that can develop and strengthen.
Join us today as we discuss the lasting impact of our relationships and shared experiences. In the final two months of the year, as you have opportunities to be a part of year-end celebrations, we challenge you to concentrate more on making memories and enjoying the experiences and focusing less on the details.
Resources:
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The neighborhood "fix-it-guru" has the ability to improve regular objects to a condition even better than brand new; are you doing the same for your clients?
In today's episode, we explore the importance of using your knowledge and talents to ensure that your client's experience is transformed from good to excellent.
In today’s tense political climate, it can seem impossible to hold calm and productive conversation with people who have contrasting views from you. However, by being open to these discussions, you will likely be surprised by the amount of values you actually have in common.
Today we explore the importance of shifting the focus to points of agreement instead of disagreement. Listen in as we outline the steps to mainting an optimistic attitude and the surprising benefits of doing so.
Resources:
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Building systems and processes that go beyond their basic requirements is one way to ensure preparedness and adaptability. However, when your systems go excessively beyond their basic requirements, it can create unnecessary obstacles and complications.
Today, we discuss the challenge of maintaining the balance between overengineering your systems and over-complicating them. Once you achieve this balance, you will witness your office working at its greatest level of efficiency.
Resources:
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Whether you are passive or aggressive in regard to taking on activities that could lead to a mistake, we all make blunders. It is not in the making of a mistake that defines us. Rather, it’s how we respond to it.
There are 5 key steps to a successful recovery of a mistake. Join us as we explore how to acknowledge our error, deal with the adversity following the misstep, and learn how to earn redemption in the eyes of contemporaries and other parties affected as a result of our mistake.
Resources:
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Angela Duckworth: American academic, psychologist and popular science author of Grit (https://amzn.to/2bfMIu1), Founder and CEO of Character Lab, and Christopher H. Browne Distinguished Professor of Psychology at the University of Pennsylvania
Though there is strength in numbers, it only takes the actions and attitude of one employee to make a lasting impression on a client. As such, it is absolutely vital that each member of your team understands their potential impact on and their responsibilities to clients.
Join us as we explore how to substantially improve your firm’s reputation by training each and every employee to make concerted efforts to satisfy your clients.
Resources:
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Like your physical health, a healthy professional career also requires constant attention and evaluation. While it can be uncomfortable to have your strengths and weaknesses scrutinized, it is a key process to ensure that you are performing to the best of your abilities.
As you offer advice and consultance to your clients, we encourage you to open yourself up to be advised and coached as well. Listen in today to find out how doing so will allow you to truly reach your maximum potential.
Resources:
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If you believe that your clients prefer a purely professional relationship, you may want to rethink your understanding. Bringing a level of personality to your relationships can enhance the experience for every party involved.
In today’s episode, we explore how moving the conversation from the office to a more personal location can make the difference in establishing trust and loyalty with your clients.
Resources:
Michael Oana, Retirement Planning Specialist: http://www.michaeloana.com
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Hearing the phrase “I’ll Take Care Of It” is comforting when you are in a crisis, but it’s the actions following this mantra that bring genuine reassurance. By promptly delivering on the promises you make to your clients, you will lay the foundation for relationships built on trust and confidence.
As the last third of the year begins, we challenge you to evaluate the delivery of your company’s services through the eyes of your clients. Listen as we discuss how establishing a pattern of reliability and exceptional service can lead to brand loyalty in your client relationships.
Resources:
Otis Jones III, Accredited Advisor of Insurance: http://matrixins.com/index.php/about-us/bios/
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With the advent of and mounting dependence on social media outlets like Facebook and LinkedIn for connection and communication, it is imperative for professionals to develop interpersonal skills to distinguish themselves. Because our information is so easily accessed and disseminated, the ability to hold genuine, impactful conversation can be the difference between landing that big client or losing them.
In today’s episode, we discuss how having meaningful conversation can build trust and confidence in your relationships with clients, colleagues, and partners. Listen in today to learn how to master this critical skill and see your relationships thrive.
Resources:
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As Labor Day weekend brings the end of summertime and a new fall season, we encourage our listeners to engage in thoughtful reflections on their year thus far. Whether you’ll be kicking off another successful football season or relaxing with friends and family, take the time to reflect on and adjust your goals and expectations for the remainder of the year.
Tune in today as we explore the importance of turning your focus, refining your approach to challenges, and expanding your comfort zone. In doing so, you will find ease in meeting your personal, professional, and social goals.
Game On!
Are you guilty of writing off a piece of new information as unimportant or irrelevant simply because you don’t understand it? While it is easy to dismiss challenging tasks or unfamiliar technology, we encourage you to make an effort to understand and overcome these obstacles. In most cases, you will be surprised by how far an open mind can take you.
Being introduced to new ideas and technology is an inevitability. It is best to take an optimistic approach to make sure you are maximizing your ability. Tune in as we discuss the opportunities that are lost by a “can’t-do” attitude and outline how a simple shift in perspective can make all the difference in your success.
Resources:
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While team meetings can sometimes feel monotonous and unnecessary, they can actually be a key factor of a productive workplace when they are planned correctly. By keeping them quick and concise, team meetings vastly improve connectivity and communication between employees.
Join us today as we explore the role of purposeful team meetings as a tool for improving communication within the workplace. By following our four-pronged guide, outlined in today’s podcast, you are sure to make the most of your team meetings.
Resources:
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Have you ever cut a corner to get a job done? Have you ever shown disregard for a rule that you thought shouldn’t apply to you? Of course, at one point or another, almost everybody has been guilty of breaking a rule, whether intentional or not.
While these transgressions are generally minimal and relatively harmless, the problem arises when a person regularly and intentionally defies the rules. Listen in today as Phil discusses the consequences of abusing the system and brings to light the benefits that we all experience by practicing respect for the rules and one another.
Resources:
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Do you take too narrow of an approach in defining your client? In order to continue serving our clients from generation to generation, it is essential that we transform the definition of “client” from an individual to the entire family unit.
Join us as we explore the importance of including the whole family in financial planning. We challenge you to encourage longevity in your client relationships and witness them thrive.
Resources:
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References:
James E. Hughes - Family Wealth: Keeping It in the Family: https://amzn.to/2Ow3RmZ
It is inevitable that undesirable situations will arise, and oftentimes they will be out of your control. However, failing to acknowledge the issue is never the appropriate course of action.
By clearly communicating with all parties involved and acknowledging the problem, you can effectively do your part to diffuse the situation at hand. Your transparency will not go unrecognized, and those affected are more likely to appreciate your efforts in maintaining a positive customer experience.
Resources:
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Confirmation bias (n.): “the tendency to process information by looking for, or interpreting, information that is consistent with one’s existing beliefs.”
Because of the constant connectivity we experience today due to technological advancements, confirmation bias is more prevalent than ever. How can you combat this phenomenon to ensure that you learn from perspectives that differ from your own?
Resources:
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References:
Confirmation bias: https://bit.ly/2pDnMp1
Dylan Marron, “Conversations with People who Hate Me”: https://bit.ly/2vfbVxF
Communication is key to building trust in relationships. Do you know how to properly communicate? Has anyone ever taught you how to properly communicate? Probably not.
Today, we aim to pinpoint the most important components of strong communication: respect, tone, speed, and consistency. We will discuss the ways in which to advance one’s communication skills and further develop trust in professional relationships.
Resources:
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References:
Jack Myers Development: https://bit.ly/2KuoaTy
Weber & Associates: https://bit.ly/2MJi3XV
The significance of work extends far beyond the paycheck and the financial stability that comes as a result. Working creates an opportunity for us to not only make meaningful contributions to the world but also, elevate our self-esteem.
This week, we challenge you to be proactive. Create opportunities for future generations to gain experience in professional work environments. The skills they will learn and the value they will add through these opportunities will undoubtedly create a sense of purpose for them, which will lead to a more fulfilled life.
Resources:
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Let’s think back to when we first started our professional careers. We had a go-getter mentality: taking opportunities, prospecting and seeking unique solutions. However, as time has gone by, we have found ourselves protecting the status we have built rather than searching for new, expansive opportunities.
Citing an article by thought leader Patrick Lencioni, Phil emphasizes the importance of shifting from a defensive strategy to playing offense in the workplace. After all, not playing offense is often the riskiest move of all.
Resources:
Patrick Lencioni on Playing Offense: https://bit.ly/2MsMBgL
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Many successful professionals attribute their long-term success to the passion they feel for the field in which they work. This makes sense, as passionate individuals are likely to feel more energized, more engaged, and more fulfilled than their counterparts.
Today, we explore the power of passion and how we should use it to drive our careers. Though it may seem risky at first glance, you might be surprised by the results that follow.
References:
Travis Howard: https://bit.ly/2JUyl3n
Michael Waddell: https://bit.ly/2ytEf6n
Resources:
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What is the most impactful life lesson have you learned? Where did it originate? Was it a person or experience that taught you this lesson?
Throughout our lives, we learn many different lessons and these lessons come from life experiences, interactions with others and even society. Today, Phil shares with us five life lessons that he has learned from both playing and observing the game of golf.
Resources:
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Phil on Twitter: https://twitter.com/PhilBuchananCFI
Phil on LinkedIn: https://www.linkedin.com/in/jphilbuchanan/
You’re probably aware of the power and importance of having networks, both socially and professionally. Are you, however, properly managing and maintaining your networks?
On this week’s episode, we discuss the benefits that come from keeping consistent communication with your connections as well as the various methods in which you can do so. Join us as we discuss how and why we should aim to increase the value of our networks.
Resources:
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References:
Estee Jimerson, Head of Asset Management at Envestnet: https://bit.ly/2xnFV0n
What is more important: price or quality? Many intellectuals would argue quality, and Phil agrees. By ensuring top quality service and working quickly and efficiently to fix problems, we can expect higher demand and customer satisfaction.
Tune in as we explore the issue of fee compression in today’s wealth management industry, noting how advisors should view it as an opportunity to better serve their clients rather than as a personal loss.
Resources:
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References:
Benjamin Franklin quote: https://bit.ly/2IHXfTd
Price & value quote as related to the wealth management industry: https://bit.ly/2IZX3y7
On today’s episode, Phil speaks to the value that can come from tackleing challenges. By making it a goal to pursue a number of tasks that with hard work and persistence can be completed within one year, he himself has learned what can come from new, seemingly difficult practices.
Phil shares five takeaways that have surfaced throughout his recent endeavor of pursuing flight lessons. You too can apply the lessons to your own experiences in order to reap the benefits.
Resources:
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Amidst the busyness and chaos of today’s world, we, unfortunately, see too many examples of poor social behavior and lack of manners: on planes, in restaurants, and in offices. However, the way we engage with others—especially those who cannot offer us something—is a true reflection of our individual character.
As humans, we seek positive self-esteem through our interactions with others; therefore it is highly important to lift others up rather than bring them down. As Noel Polk said, “Manners operate as a general commitment to niceness.” Use this thought to guide your actions this week and always.
Resources:
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Noel Polk quote: https://bit.ly/2wRGUpk
We are far too often consumed by the aspects of our daily lives that we fail to spend time thinking about and checking in on the people most important to us. We owe it to these people to ensure that they know we are there for them in times of triumph and times of adversity.
This week, we challenge you to make it a priority to call five people you genuinely care about and ask, “How are you doing?” Ask real, authentic questions and really listen to their answers in order to help them think through a course of action. Through this act of affirming that you care, you are bound to see growth in your personal relationships and feel more fulfilled as a result.
Resources:
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“The Goal” by Eliyahu Goldratt: http://ht.ly/sJgN30jr5Q4
Failures may seem like just that at the time they occur—failures. However, if viewed and responded to properly, they have the potential to act as great learning opportunities. Recognize failures as chances to grow as an individual and a professional and the outcome may just become more rewarding than detrimental.
One instance of doing the right thing does not always guarantee success as a result. More importantly, we must learn from the failures we are sure to experience until we develop a consistent pattern of success. Join us today as Phil shares narratives of failures and the knowledge gained from them.
Resources:
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Freakonomics Radio- Ray Dalio Interview: http://freakonomics.com/podcast/ray-dalio/
Referencing “The Goal”, a novel by Eliyahou Goldratt, Phil acknowledges that when working to make improvements in your business, sometimes the most important plan of action is to simply refocus on the basics. Desired outcomes are only attainable if the root causes are identified and polished first.
Today’s episode highlights four vital areas of concentration that every leader must focus on in order to push a company towards success: culture, connections, operations, and financials. Perfect these, and the rest will follow.
References:
“The Goal” by Eliyahou Goldratt: http://ht.ly/sJgN30jr5Q4
Resources:
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Today, we highlight the often-unrecognized value of employing interns. From their youthful energy, creativity and technological skills, as well as, their eagerness to work, interns provide increased capacity to ultimately strengthen your firm.
However, the value doesn’t end there. By hiring interns, you provide them with the experience and knowledge to grow as professionals and leaders, which in turn, betters the industry as a whole. If executed properly, an internship program at your company will not only offer personal benefits for each party but will also allow you the opportunity to groom the future of your industry.
Resources:
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Upon first glance, flying a kite and running a business may seem like activities that have nothing in common. Upon further consideration, however, we realize that the same fundamentals are consistent in both.
For one, you must have high quality, durable resources, and a proper design. For another, you must be a quick learner and understand your limits. And perhaps most importantly, you must be capable of adapting to wherever the wind takes you. Today, we use this seemingly simple parallel to provide insight on the more complex topics of leadership and business management and highlight some of the basic tools for success.
Resources:
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Annual traditions mark the passing of time—the beginning of a new season. The opening games of the MLB season, the end of March Madness, and the Masters Golf Tournament are all traditions indicating that Spring has sprung, and it is time to turn over to a new chapter.
As we enter this season of renewal, we challenge all of you to take time away from your busy schedule to slow down and truly appreciate your surroundings. Downtime is essential to sustainability, and this is the perfect opportunity to take advantage of it.
Resources:
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2018 Masters Tournament - http://www.masters.com/en_US/index.html
2018 NCAA Men’s Basketball Tournament - https://www.ncaa.com/march-madness
Major League Baseball - https://www.mlb.com/
We all have our individual perspectives shaped by our personal experiences. Within each of these perspectives are blind spots that can impede our success, which we cannot entirely eliminate, but we can work to minimize.
Today, we stress the importance of utilizing routines and other people to counter-balance our own perspectives. Being open to perspectives different from our own allows us to evolve our own thinking or otherwise sharpen our original ideas in order to maximize growth and ensure that the best plans of action are implemented.
Resources:
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When we get on a roll, we tend to stress less about the outcome of an upcoming event. With less stress, the results tend to be more positive.
On this week’s episode, Phil narrows down two terms that can change the way we view, understand, and tackle success in our everyday lives: perspective and confidence. By not only understanding confidence but also applying it to the tasks at hand, we are more likely to develop a positive mental perspective that can elevate our accomplishments to new heights.
Join us as we discuss tactics to increase confidence and strengthen positive perspectives, apply these to your own life, and watch your personal and professional selves soar as a result.
References:
Perspective definition: https://goo.gl/ON1twh
Resources:
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Think about a friend or family member who is going through a tough time. How engaged are you in communicating to that person that you are there for them during this hardship?
In this week’s episode, we challenge you to connect with this individual. Communicate to them that you know they are hurting, that you care about them, and that you want to be there for them throughout this journey.
We understand that by doing this you will be expending personal effort and energy; however, by being that person, you will find your own personal joy and fulfillment.
Resources:
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The adage, “two heads are better than one,” is almost always true. If this is the case, why do most businesses struggle with teaming and collaboration?
In this episode, we explore the five challenges or dysfunctions, as determined by Patrick Lencioni, that every team MUST tackle head-on in order to be successful. The ability to collaborate, to leverage resources and team across multiple specialists is a requirement and skill essential for success.
We challenge you to evaluate your team but more importantly evaluate your teaming skills and abilities. What dysfunctions are present in the team and how can you lead the way forward?
References:
“The Five Dysfunctions of a Team” by Patrick Lencioni: https://goo.gl/Uk7mHB
Resources:
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If you see it, you’ll believe it. If you believe it, you’ll achieve it. Goal visualization is a tactic used by many of the world’s most successful people, and it’s one that you can apply in your own life with a little time, effort, and the right mindset.
On today’s episode, Phil walks you through the steps of defining your goals and practicing visualization to bring them to life. We challenge you to administer this strategy this week and see for yourself how success can be redefined.
References:
“The 8 Traits of Champion Golfers” by Deborah Graham - https://goo.gl/DGMMZK
Resources:
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As humans, we innately worry about change, especially following a loss. However, life moves on and with time we do too.
Citing the 1985 Country song, “Who’s Gonna Fill Their Shoes,” Phil recognizes that though nobody may ever replicate the valued characteristics of a late mentor, we can honor their lives by paying it forward and developing the next generation of leaders to their full potential.
In loving memory of Jack Phillips Buchanan, Sr.
1926 – 2018
Resources:
- Billy Graham: https://goo.gl/fd1acm
- George Jones - "Who's Gonna Fill Their Shoes?": https://goo.gl/VZPpex
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Close-minded people are often shielded from all of the opportunities, ideas, and experiences that life has to offer. These are the people who are desperately seeking growth but are unwilling to consider a new approach than the one they are currently taking.
In today’s episode, Phil explores the power of openness to anything new, whether that is people, ideas, relationships, locations, etc. Openness is a state of mind, and does not indicate a lack of standards or values, but rather highlights a willingness to explore and learn. Try looking at life from a new perspective, and you might find yourself on a remarkable path you would never have expected.
Resources:
- Mark Twain Quote from “The Innocents Abroad/Roughing It” - https://goo.gl/xFTMLu
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Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
Human error does not always come in the form of a blanket mistake. It is also present when something could have been done better, even if the doer did not recognize the missed opportunity. We all know that human error is inevitable, but in the professional field it is essential to mitigate them at all costs or the consequences could be dire.
In this episode, we discuss one of the most simple ways to ensure human error does not harm your company or clients: peer review. By gaining insights from others on your team, you can work together as a collective to provide the best service to your clients and build more lasting relationships. This week, we challenge you to implement some of the strategies we discuss on today’s show and see the results for yourself.
Resources:
Mark C. Hartnett - President, Argent Family Wealth Services
Please send comments, questions, and feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
Cannon Financial Institute, like many others, has a strong history that to which we can attribute much of the company’s current success. Most would agree that it is important to study this history to ensure that past mistakes are not repeated. In today’s episode, however, Phil highlights that the power of studying history extends much farther than that alone.
We must go deeper than simply recognizing failures. If something didn’t work, why didn’t it work? Was it the idea itself or was it the poor execution of the idea? Additionally, we must recognize key principles set in place over time—those found, held, and sometimes even ignored. By studying the past, you may just find the keys to success for the future.
Resources:
Please send comments, questions, and feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
We are constantly looking for ways to make our things more valuable to us, whether that means making home improvements or upgrading to a new phone. Why don’t we spend the same amount of time looking for ways to make ourselves more valuable?
In this week’s episode, Phil addresses four areas of our lives that we should all focus on improving. By evaluating our competencies and actively working to grow in each of these areas, we can develop ourselves in ways that make us more valuable to everyone we encounter.
Resources:
Please send comments, questions, and feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
In general, everything we do has the potential to expose our strengths and vulnerabilities. It is recognizing these “life moments” for what they are that gives each of us the opportunity to refine our processes, methodologies, and even our character.
If you missed the College Football Championship game, you missed a lot of “life moments.” In this episode, Phil helps us identify both the subtle and not so subtle lessons we can gain from what is often called “only a game.”
Resources:
Please send comments, questions, and feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
In this week’s episode, Phil shares a colleague’s experience of a dramatic and sudden change in his business. The reasons for the change share common themes from which we can all learn and grow.
Technology allows us to develop systems and routines in our business which helps to ensure faithful and consistent execution of relationship best practices. However, what good is a system without a genuine desire to connect with authenticity.
Join us in the challenge to engage on a deeper level and become the people that others seek as a thought leader, mentor, confidant and coach.
Resources:
Please send comments, questions, and feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
What differentiates quality? In this episode, we encourage you to look beyond the “raw ingredients” of a product or service into the subtle details and cumulative efforts which create a client’s experience.
Efficiencies and scale often allow for price compressions. Technological advances provide both advisor and client with access to resources once only accessible to a select few. However, an advisor’s ability to counsel, coach, and influence their client and prospect decisions is the differentiator which molds the raw, often simple ingredients into a masterpiece and art form unique each to its own.
Begin the new year identifying those areas of your practice which can be viewed as a premium.
Resources:
Please send comments, questions, and feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
References:
Filson Corporation: https://www.filson.com/
Rathbun’s Restaurants: http://www.kevinrathbun.com/
Today, Phil is joined by Senior Vice President and Director of Strategic Alliances, Theresa Silcox. The two discuss their viewpoints on relationships and how to strengthen and protect those relationships both inside and outside the workplace.
In this episode of First Friday Feedback, we address the question “How to effectively navigate a successful sales interaction?” by determining if one’s sales efforts are best executed through relationship development or through the challenger approach. We also discuss the question “How does one avoid or diffuse situations where political differences create unwanted tension?” by volunteering our perspective on how to approach this delicate conversation in both a digital and face-to-face environment.
Resources:
Please send comments, questions, and feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
References:
The Challenger Sale by Matthew Dixon and Brent Adamson: https://binged.it/2Cv3aqM
Crucial Conversations by Kerry Patterson: https://binged.it/2CsPL2y
“This Year it’s Okay to Talk Politics with Clients” by Paul Hechinger (article mentioned by listener, “Continuously Conflicted”): http://bit.ly/2DTHRfL
With this first episode of the new year, we are setting the bar high. The challenge, eliminate the phrase “good enough” from your vocabulary.
For too long, these two words have been muttered without tangible consequences. We assert, “it’s good enough,” and neglect to truly analyze the weight behind our words. “Good enough” limits innovation; it does not create a stage for excellence, but builds a heavy wall between us and our potential. Do we all aspire to be deemed “good enough” by others for the roles we are called to play in life? No, life is too short to buy into this bland and average routine.
In this morning’s episode, we urge you to elevate the areas of your life that have fallen short of your true potential. Challenge yourself to make 2018 about breaking the habit of “good enough,” because “good enough” isn’t a meaningful objective.
Resources:
Please send comments, questions, and feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
As the old saying goes, “life is too short to cry over spilled milk,” and this week we encourage you to leave that “spilled milk” and any bad experiences in 2017 behind. It is the time of year to reorganize your workspace, clean and focus your mind, and throw away any animosity related to negative experiences. The countdown to 2018 has officially begun, and each of us must take this opportunity to give ourselves a clean page on which to write our narrative for the upcoming year.
In this episode, we challenge you to reflect on any mistakes from 2017, extract and compile all the lessons learned, and unfasten yourself from any bitterness you feel as you drive forward into the New Year. Additionally, we encourage you to make a list of goals for 2018’s first quarter and put them in a highly accessible location where you can revisit them daily. As you choose how you would like to spend the last days of 2017, make sure that you use them in a way that will make an impact in 2018.
Resources:
Please send comments, questions, and feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
'Twas the Thursday before Christmas
and we have a poem to share;
To remind us all
of the best gift this time of year.
These next few days as you prepare for Christmas Day – baking cookies for Santa, washing carrots for Comet and Rudolph, stuffing stockings, or making last minute trips to the mall to find the perfect gift for your loved ones – make sure you always remind yourself what this season is truly about.
In this special Christmas edition of Monday Morning Mojo, Phil shares a childhood poem by Helen Steiner Rice entitled The Christmas Guest, which tells the story of a man who is shown what and who truly matters on Christmas Day. Quite often it is far too easy to get caught up in the whirlwind of holiday activities. This morning, we want you to pause and consider the real reason we celebrate the 25th of December.
Happy Holidays!
Resources:
The Christmas Guest by Helen Steiner Rice: https://www.thefamilyinternational.org/christmas/articledd6e.html
The Christmas Guest by Grandpa Jones: https://www.youtube.com/watch?v=7iyYix9umek
Please send comments, questions, and feedback to mojo@cannonfinancial.com
Please send First Friday Feedback submissions to mojo@cannonfinancial.com
As Bill Murray so aptly described in the famous movie Scrooge, the holiday season is a time we “act a little nicer, we smile a little easier and we cheer a little more.” Some people do this naturally and constantly while others struggle with the words.
This Monday morning, we challenge you to do two simple yet impactful tasks that will put you in the holiday spirit. First, we encourage you to include some random acts of kindness in your holiday season. Whether you bring items to your local homeless shelter or pay for someone’s pumpkin spice latte, a kind gesture to a stranger will brighten both your and the recipient’s day. We also challenge you to write thoughtful letters to those individuals that mean something to you. Not just a quick note attached to a gift bag, but a heartfelt letter recounting shared experiences and explaining why that person means so much to you. To truly experience the holiday spirit, we must actively be a force for good and continue to demonstrate kindness to those we care for as well as the strangers we encounter.
Resources:
Please send comments, questions, and feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
You’re playing a round of golf and the conditions are quite favorable – the greens are slightly grown out and thus a bit slower, the weather is calm and the pin placements are all in relatively easy positions. You shoot the lowest round of your life, a score on par with the pros playing in the Wyndham Championship that week. Do you set out for PGA tour school and become a touring pro? Probably not, because anticipating that those results would have occurred with more challenging conditions would be foolish. So why do we sometimes make this mistake in business?
This morning, we discuss the importance of honestly assessing our successes, because should you neglect to do so, certain consequences may surface down the road. We encourage you to look back on 2017 with an unbiased lens that will allow you to evaluate what your success would look like with and without certain conditions. Use the methods we outline in this episode to constructively appraise the strengths and weakness of your business – if you do so, you will put yourself in a position to hit the ground running in 2018.
Resources:
Please send comments, questions, and feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
According to Urban Dictionary, “Adulting” is a term typically used by those who “adult” less than 50% of the time, and describes an individual who seeks to carry out “one or more of the duties and responsibilities expected of fully developed individuals.” It is with humor that we observe the younger generation either transitioning into their first jobs or even getting married, and refer to their actions as “adulating behavior” as if they can easily slip back into a more carefree time of their life.
Most of us are beyond those responsibility-free days of our youth, and this Monday morning we reflect on the growth that comes with age. In hindsight, we realize that as we experience more of life, we lose some of the insecurities we had in high school. However, we must also acknowledge that transitioning into these new phases of our life can bring different insecurities. In spite of this, we must manage and own our responsibilities and embrace certain attributes that come with age and experience.
Resources:
Please send comments, questions, and feedback to mojo@cannonfinancial.com
Please send First Friday Feedback submissions to mojo@cannonfinancial.com
Urban Dictionary definition of “Adulting”: http://bit.ly/2nh6vDt
Today, Phil is joined by Cannon Executive Vice President and Director of R&D, Bill Trigleth. The two share their unique perspectives on the integration of new technology, joint projects with upper management, and coping with an open workspace environment.
In this episode of First Friday Feedback we encourage you to think about technology from a new perspective; instead of simply accepting it, understand its significance in your business processes. We also advise you to thoroughly analyze upper management’s reasoning behind seemingly inefficient decision making. Finally, we suggest some creative ways to adjust to an open workspace environment.
Resources:
Please send comments, questions, and feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
References:
Lori Hardwick, Cannon Curve Interview:
Part 1: http://bit.ly/2jznY58
Part 2: http://bit.ly/2AeBepM
Portfolio Project Management Process: http://prioritysystem.com/PDF/reasons6b.pdf
Simon Sinek, Start With Why: https://startwithwhy.com/
Shari Parsons Miller, “Advantages and Disadvantages to Open Workspace”: http://bit.ly/2iky39m
Harvard Business Review Articles
- Christine Congdon, Donna Flynn, and Melanie Redman, "Balancing ‘We’ and ‘Me’: The Best Collaborative Spaces Also Support Solitude": http://bit.ly/1rTijIu
- Andrew Laing, David Craig, and Alex White, "Vision Statement: High-Performance Office Space": http://bit.ly/2iswbLI
It’s the season of Christmas trees and menorahs, eggnog and candy canes, where we, as business professionals, traditionally send holiday cards, nuts, and chocolates to our clients and influencers. But will these small gifts make a significant impact? We believe the answer is no.
Although these standard gifts are kind tokens of appreciation, they won’t necessarily be memorable or set your practice apart from the rest. Thus, this Monday morning, we explore the ways in which you can make a lasting impression on your clients during the holiday season. We explain how to make deeper connections and build stronger relationships through more personalized gifts, and why it is important to do so. It doesn’t take a strenuous amount of effort to demonstrate your sincere appreciation for your clients. All it involves is paying detailed attention to your client’s passions and interests, and preparing a gift that acknowledges that passion.
Resources:
Please send comments, questions, and feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
Old-school writing instruments:www.levenger.com
www.colonellittleton.com
Shooting accessories:
www.orvis.com
Personalized canvas photos:
www.canvasart.com
What are you thankful for? A game of golf or a Saturday spent watching your favorite college football team? Is it a glass of bourbon enjoyed by a fire? Perhaps you are thankful for the change in seasons – for the mountains in winter or the sandy beaches of summer.
In memory of Atlanta Journal Constitution Sports Columnist, Furman Bisher, Phil takes time this Monday morning to reflect on the people, experiences, and places for which he is grateful. We encourage you to begin this week by starting your own process of gratitude. Actively remind yourself of the many blessings this life has to offer and give thanks to the people you cherish most. Like Bisher, we are dedicating our Thanksgiving season to all the aspects of life that we treasure and hope you do the same.
Resources:
Please send comments, questions, and feedback to mojo@cannonfinancial.com
Please send First Friday Feedback submissions to mojo@cannonfinancial.com
Furman Bisher – I’m Thankful:
http://www.ajc.com/lifestyles/holiday/furman-bisher-thankful/GhsSnkAxF2wPWjBRTvtBGO/
From the sounds of Patsy Cline to the tunes of Cane Brown, country music often tells compelling stories or shares lessons learned. Whether you are a fan of country music, rock n’ roll, or pop, you can most likely relate to the narratives that many of the great country music artists tell in their lyrics.
Last week, Garth Brooks took home the Country Music Award for Entertainer of the Year, and today we reflect on the valuable lesson he shares with us in his song “Unanswered Prayers.” In life we dream, we aspire and when faced with certain opportunities or challenges, we often interpret a particular path as the most desirable. Garth reminded us in 1991 and again today that not getting what you want can sometimes be the perfect gift; it is in these instances that the balance of judgment and humility become critical.
Resources:
Please send comments, questions, and feedback to mojo@cannonfinancial.com
Please send First Friday Feedback submissions to mojo@cannonfinancial.com
Garth Brooks:
“Unanswered Prayers”: http://bit.ly/2tJEpiM
Garth Brooks, 2017 CMA Award Winner: https://binged.it/2hl03pg
We, as humans, are subject to our own biases. Even the most self-aware individual can limit themselves by unconsciously acting on pre-conceived stereotypes or judgments. Biases are unfortunately built into society and our psychological nature; how do we keep them from turning into mistakes?
In this episode, Phil recounts and analyzes an eye-opening experience that brought him back to a lesson most of us learned in grade school: don’t to judge a book by its cover. Although we all know this statement to be true, our actions and thought-processes do not always mirror our wisdom. Biases based on appearance can limit our capacity to grow our influence and expand our knowledge base. Don’t fall into this trap; make it your mission today and everyday to hold yourself accountable for the labels you place on others.
Resources:
Please send comments, questions, and feedback to mojo@cannonfinancial.com
Please send First Friday Feedback submissions to mojo@cannonfinancial.com
Cultural fit and the internal relationships we develop with our colleagues are essential to success and happiness. Whether we like it or not, the actions and behaviors of other individuals will impact our ability, confidence, and willingness to work in an environment.
In this episode, we hear from two of our listeners, both of whom share issues they are currently facing with the dynamic of their team: the first with upper management and the second with a new business partner. Despite their best effort, these individuals are losing passion and patience because their style conflicts with those they work with. This Friday, we offer advice on finding your cultural fit, give perspective on how to engage constructively with difficult team dynamics, and recommend two great reads that can provide more insight to you.
Resources:
Please send comments, questions, and feedback to mojo@cannonfinancial.com
Please send First Friday Feedback submissions to mojo@cannonfinancial.com
References:
The Five Dysfunctions of a Team: A Leadership Fable
Crucial Conversations Tools for Talking When Stakes Are High
Richard Thaler, acclaimed American economist, professor of Behavioral Science and Economics at The University of Chicago Booth School of Business, and founding father of the “nudge” theory has been awarded the 2017 Nobel Prize in Economic Sciences. His research in behavioral science has not only defied traditional economic theory but has re-shaped public policy and influenced politicians world-wide. We conclude today that his theories can benefit the wealth management industry as well.
In this episode, we view client relationships from the perspective of behavioral economics and ask three key questions that will help you reevaluate your top clients. Thaler’s research provides a compelling case that today’s advisors must focus more time, energy, and effort into helping clients make sound decisions. By applying his models to the financial industry, we can advance our overall client relationships and the trajectory of our practices.
Resources:
Please send comments, questions, and feedback to: mojo@cannonfinancial.com
Please send First Friday Feedback submissions to: mojo@cannonfinancial.com
For some reason, our failures always seem to resonate deeper than our successes. Why is that? Why are we more agitated by a loss than excited by a win? Why the Hubris?
In a practice that has achieved an elevated level of sustained success, one can unwittingly and somewhat irrationally acquire a more heightened expectation to close every deal. This regrettably is not reality. In today’s episode, we discuss why this mindset will hinder our long-term growth. Regardless of how talented any one of our companies may be, there will always be those prospects that don’t connect or aren’t professionally attracted to our firm. Rather than beating ourselves up over these losses, we must exercise control over our emotions, implement decision making that reflects our long-term goals, and resolve to learn from every experience.
Resources:
Please send comments, questions, and feedback to mojo@cannonfinancial.com
Please send First Friday Feedback submissions to mojo@cannonfinancial.com
Have you ever had an experience while working with someone where you ask yourself, “Why do I have to deal with this person?” Well today we answer that question for you.
In this episode, we examine the reality of our interactions with others and assert that those encounters have a purpose beyond their face value. We can often discover the specific purpose of our interactions upon reflection; however, in the moment we need to recognize that when individuals come into our lives it’s either for a reason, a season or a lifetime. By looking at your relationships and even your brief encounters from a perspective of growth and personal development, you can gain more from your everyday experiences. We challenge you this morning to change the way you engage with those around you; shift your perception to see the real purpose of those encounters.
Resources:
Please send comments, questions, and feedback to mojo@cannonfinancial.com
In today’s episode, we evaluate our practice from the client’s perspective. What does the prospect see? What opinions do they form? When a client chooses your firm, do they feel confident that they’ve made the right decision?
When one studies highly successful companies such as Disneyworld, Starbucks or Four Seasons, he or she finds that they have differentiated themselves from their competition through a process of defining what a superior experience for their customers looks like. This morning, we share three important questions that will challenge you to identify the rocks or pillars of your own unique client experience; and then, when those rocks are established and implemented, you will inevitably capitalize on a strengthened brand, heightened client experience, and an increased business value.
Resources
Please send comments, questions, and feedback to mojo@cannonfinancial.com
Kirby Smart, University of Georgia Football Coach, statement following 9/30/17 game: https://www.reuters.com/article/football-ncaa-tennessee-georgia-writethr/no-7-georgia-throttles-tennessee-to-stay-perfect-idUSMTZEDA14CHLA8
Today, Cannon Financial Institute is excited to announce the launch of First Friday Feedback, a sister podcast to Monday Morning Mojo and the Cannon Curve. In this series, our host, Phil Buchanan, will be addressing questions specifically proposed by you, our listeners. Our aim is to focus on the issues and circumstances relevant to our audience. Thus, we invite you to steer the content and ask questions that you believe could help improve a dilemma you may be facing in your professional life – big or small.
In this episode, we hear from three anonymous individuals who are facing challenges in their work environment and offer outside perspective and advice to help guide them in their attempt to remedy the situation. We address how to approach a conflict in a team of intergenerational dynamics, discuss tactics you can employ to help overcome feeling burnt out or unmotivated, and give advice to an individual whose personal situation is inadvertently causing distress to her work life.
Thank you to those of you who submitted questions, we know you will enjoy the show!
Resources:
Submit questions to First Friday Feedback to mojo@cannonfinancial.com
300 Monday mornings ago we launched the pilot episode of this podcast series. Our mission? To begin each week by providing insight and new perspectives deliberately designed to help motivate and inspire our listeners. Together, we have tackled numerous issues, discussed strategies for success, evaluated our relationships, elevated our professional performance, and continuously challenged ourselves to be a force for good.
Over the last two weeks, we have invited you to reveal the episodes that have had the most impact on you; and this morning, our team has chosen the top three responses to share with you. As of today, our Monday Morning Mojo journey has given us 300 lessons to celebrate, and we are looking forward to hundreds more.
Resources:
Please send comments, questions, and feedback to mojo@cannonfinancial.com
Jim Valvano 1983 Speech: http://www.bing.com/videos/search?q=Jimmy+Valvano+1983+Anniversary+Speech&&view=detail∣=1A0B7879D80A71AD823D1A0B78
Has there ever been a time in your life where you felt stuck? Although you may have a stable family life and your career is secure, you feel as though your life has become repetitive – a set of traditions and routines. Thus, you reflect; you think back on the “glory days” of college, high school, your first exciting professional opportunity, or perhaps your first love, and have an unrequited desire to revisit those past moments and experiences.
In today’s episode, we discuss why exactly the desire to relive your most memorable experiences is counterproductive and essentially a trap. Nobody enjoys feeling stuck, and this morning we hope to give you the solution to pull you away from this cycle.
Resources:
Please send comments and questions to mojo@cannonfinancial.com
Kenny Chesney; “the Boys of Fall”: https://www.youtube.com/watch?v=GEc1m-r_0gM
Imagine this scenario: you are working with a group/team and have a vision or idea of the correct path for you all to take to accomplish your goal – whatever that may be. Yet, those around are not able to see what you see, either because they can’t or don’t want to.
The majority of us have had at least one of these moments in our lifetime, and in this episode, we discuss the correct approach to take should this occur. Big visions are like large trees – you need to swing the axe more than once if you want it to fall. By providing the right motivation, and communicating your ideas both initially and throughout an entire project, you develop what we like to call “persistent patience.” That is, a patient intensity that allows long term goals to be met without artificially forcing activity on your team members.
Please send comments or questions to mojo@cannonfinancial.com
How do you define courage? Is it overcoming adversity? Maybe it is overcoming fear?
Webster’s defines courage as a “mental or moral strength to venture, persevere, and withstand danger, fear, or difficulty,” and in this episode, we dissect and develop our own understanding of what it means to be courageous. Courage can appear in a multitude of states: physical, mental, emotional, and even spiritual. On one end of the spectrum, courage can be a mechanism for survival; yet on the other end, it can be about doing the right thing even when the right thing is not the easiest. Courage must be fostered, developed and honored, and this week we encourage you to find the areas in your life where you can demonstrate courage and bring out courage in others.
Please send comments or questions to mojo@cannonfinancial.com
Think about your work environment. What energy do you and your co-workers bring to the office every day? Is it lively? Dull? What motivates you and your team to engage whole-heartedly in a project?
In this episode, we discuss how to bring a jolt of fresh energy to your company culture in honor of the start of a new season. The weather is turning cool and crisp, football stadiums are filling up on the weekends, the school-year has just begun, and now is the best possible time to re-instill passion into your organization. Finding strategies to recharge the energy in your company culture is vital to success. It will not only lay the groundwork for future business growth, but will also bring some fun into everyone’s daily routine.
Please send comments or questions to mojo@cannonfinancial.com
The Cannon Curve Podcast: http://www.cannonfinancial.com/the-cannon-curve
What if we told you that goal based planning is failing for many firms and also many advisors. On more than one occasion, we have noticed that when a firm or advisor is asked to identify specific metrics for their various goals, they often struggle.
In this morning’s episode we dive into why that may be, and as it turns out, the solution is quite simple. There are two key elements that can cause goal-based planning to fail, and they both revolve around not having a tangible vision to base your goals on. Goal-setting is on its own a monotonous process that tends to focus on the “what” and the “how.” However, the simple yet crucial question you must ask begins with “why.” Today we are going to talk about the “why”
Please send comments or questions to mojo@cannonfinancial.com
It’s not About the Nail: https://www.youtube.com/watch?v=-4EDhdAHrOg
Have you ever found yourself overwhelmed when confronted with the idea of a life change – big or small? It is fairly human to fear the unknown, to fear failure, to fear disappointment, to fear stepping away from a comfort zone; and for many of us, the idea of change generally carries at least one, if not most, of these fears with it.
In this episode, we outline four steps to pragmatically asses whatever change you may be contemplating. By following these four steps, we hope that you can view change in a way that will either make the transition less overwhelming or allow you to confidently remain on your current path. We encourage you to retake control when change makes you feel like you are riding shotgun instead of sitting behind the wheel; we encourage you to not let fear of change inhibit you from taking action; and, most importantly, we encourage you to change the way you perceive change.
Resources:
Please send comments or questions to:mojo@cannonfinancial.com
The Cannon Curve Podcast: http://www.cannonfinancial.com/the-cannon-curve
The Shawshank Redemption (IMDB): http://www.imdb.com/title/tt0111161/
Is society losing its grip on good, deep, solid conversations? Yes, we are more connected on a macro level through technology and social media, but have we lost some of our face-to-face communication skills because of our digitally evolving world?
In this episode, we talk conversations. We discuss the importance of seeking to understand rather than seeking to be heard when conversing with one another, and Phil shares three questions he typically asks during a conversation with a new acquaintance. He finds that ironically, to become a better conversationalist, you must speak less and listen more – actively learning from what your conversational partner has to share.
After 10 days off the grid, away from phones, email, wifi, television, etc., Phil returns with key insights he gained while conversing with a gentleman who had also used those ten days to abstain from technology. This particular gentleman has managed to maintain an impressive number of accomplishments, which brought up two questions: Why do you do the things you do? And, how do you find the time?
In this episode we discuss the importance of taking advantage of the time we are given. Time passes whether you are doing great things or not, so why not do great things? We all have dreams; now is the time to move those dreams into action.
What does “just doing the job” mean to you?
When you ask those who have served, fought and received the Congressional Medal of Honor, “just doing the job” means demonstrating unparalleled valor and courage against enemy forces. Talking to these men and discovering the humble way in which they speak of their experiences and accomplishments is inspiring. On the battlefield, men learn brotherhood and the importance of putting the fate of the whole above the fate of one’s self. And off the battlefield, these men realize the importance of putting their relationships with family, friends, and fellow soldiers above the pettiness of everyday life.
In this episode, we encourage to learn from their stories and measured approaches to life. Put the needs of your clients and your clients’ families above your own and always hold fast to humility. We do more than influence our clients’ journeys, we serve as chief navigators, and with that responsibility comes great accountability.
Resources:
Congressional Medal of Honor Society: http://www.cmohs.org/
Jack H. Jacobs, Congressional Medal of Honor Recipient: http://www.pbs.org/weta/americanvalor/stories/jacobs.html
General Jimmy Dolittle, Congressional Medal of Honor Recipient: https://en.wikipedia.org/wiki/Jimmy_Doolittle
“See I believe life is an influenced journey. Based on certain Circumstances, we are all put into situations that at times empower us and at other times restrain us. The key is appreciating the lessons in all circumstances.” - Words from Chief Justice John G. Roberts’ commencement address (2017)
Failure is not permanent, but neither is success. How will you choose to embrace success and failure? How will you choose to relate to them? How will you choose to learn from them? And finally, how will you ultimately choose to manage them?
In this episode, we reflect on the importance of staying humble and kind when you are filled with pride and success, and to own your failures in a way that will shape your life for a positive future. Failure is not permanent, but neither is success, and to accept this, is to become a force for good.
Resources:
Chief Justice John G. Roberts’ commencement address: https://www.youtube.com/watch?v=Gzu9S5FL-Ug
Tim McGraw’s, “Humble and Kind”: https://www.youtube.com/watch?v=awzNHuGqoMc
Sarah Platten’s, “Fight Song”: https://www.youtube.com/watch?v=xo1VInw-SKc
Charles R. Swindoll: http://www.insight.org/
The hypothesis: Monday Morning Mojo listeners are likely leaders in various forms or fashions.
Now, you may be asking yourself, “Why would they think this?” Well, we came to this conclusion based on our research which shows most of you to be active learners – listening to three or more podcasts a week and reading voraciously. We realize that leaders come in many forms, and when you invest in yourself by seeking knowledge, perspective, and understanding, you grow in your capacity to influence those around you.
Thus, this past Wednesday we proudly launched the inaugural episode of our latest podcast series, the Cannon Curve. This podcast is dedicated to unearthing the stories of impactful leaders through a series of interview-style episodes. In the handful of interviews conducted to date, we are already noticing a pattern of great leaders possessing the unique ability to instill confidence in their peers and to even go a step further by motivating their peers to achieve more than they once believed possible.
In this episode, we encourage you to follow this pattern and strive to make others the best they can be. It is all of our responsibilities to set a positive example and give back to others through encouragement and inspiration.
Resources:
The Cannon Curve: http://www.cannonfinancial.com/the-cannon-curve-podcast/
Kessel Stelling: https://www.synovus.com/about-us/our-leadership/kessel-stelling
Dr. Stacy Campbell: http://coles.kennesaw.edu/faculty/campbell-stacy.php
What great thoughts are locked in your brain? Have you ever thought to write them down? For Spanx founder and entrepreneur extraordinaire, Sara Blakely, writing down her thoughts and ideas about a seamless, body-slimming undergarment helped to solidify her business plan for her now multi-billion dollar company.
In this episode of Monday Morning Mojo, we discuss the importance of taking time each day to reflect on your day’s journey, the people with whom you interacted, as well as any inspiration you found throughout your day. We encourage you to keep a journal close at hand to collect these thoughts. Who knows you might have the next great idea.
Sources/Resources
Spanx – Sara Blakely: http://www.spanx.com/about-us
Plato - http://www.arkintime.com/know-thyself/plato/
Journaling:
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What is Journaling - http://www.becomingwhoyouare.net/what-is-journaling/
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Benefits of Journaling - http://www.huffingtonpost.com/thai-nguyen/benefits-of-journaling-_b_6648884.html
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Health Benefits of Journaling - https://psychcentral.com/lib/the-health-benefits-of-journaling/
Who are the five people with whom you spend the most time? Looking at the past and present relationships you have cultivated and the individuals that you have chosen to surround yourself with, can you specifically identify those who have influenced you in some way?
As Jim Rohn famously stated, “you are the average of the five people you spend the most time with,” and this Monday morning, we challenge you to examine your relationships and consider what traits you admire most in your closest peers, colleagues, friends, and family. If you find certain characteristics in those individuals that won’t enhance or contribute to making you a better person, take caution to not let those relationships have unwarranted influence on you. Influence is an incredibly powerful tool, be aware of those influencing you, and with your influence, be a force for good.
Resources:
Jim Rohn: https://www.jimrohn.com/
When did we lose our capacity to respectfully engage with those who hold a different opinion than our own? Have we forgotten how to disagree without being disagreeable? It’s astounding how today, society is quick to reject perspectives that align perpendicular to our own, and quick to judge one another based solely on our differences.
Life is too short to live this way, and in this morning’s episode, we challenge you to consciously remain open to other perspectives and acknowledge that sometimes you must respectfully agree to disagree. Because when one dismisses another entirely due to a disagreement on a particular point of view, he or she may be missing out on building a great relationship.
Resources:
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Depeche Mode – “People are People”
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Music Video: https://youtu.be/ErnMC7xokQ8
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Lyrics: http://www.azlyrics.com/lyrics/depechemode/peoplearepeople.html
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Friendship between Justices Ginsburg and Scalia
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Article: https://www.washingtonpost.com/posteverything/wp/2016/02/13/what-made-scalia-and-ginsburgs-friendship-work/?utm_term=.41b78d33f3b4
All successful leaders fail.
The key to great leadership is not a 100% success rate; the key to great leadership is the ability to step up and adjust or pivot our initial course of action despite the feeling of failure. Many of us are afraid of the unknown or a lack of a plan B, which greatly inhibits our willingness to seize opportunities. However, if we get comfortable in life with ambiguity, and acknowledge that not every deal, job, or project will work as planned, we set ourselves on a path to achieve greatness.
This Monday morning, we leave you with three ideas to incorporate into your professional endeavors, and challenge you to embrace failure as an essential component of any learning experience. Success may fail at first; it is up to you to not let that failure hinder your ability to be great.
Netflix has replaced Blockbuster, Spotify replaced Apple, Uber replaced taxis, and it seems technology continues to disrupt old-school business models... Or does it?
This Monday Morning, we discuss the biggest threat to any firm, and it just so happens, it is not technology. Yes, there are competitive robo-platforms, but instead of being threatened by them, we should simply respond by integrating technology into our own business model while focusing the majority of our energy on our time with clients. The value proposition of an advisor is embedded tightly within his/her relationships to clients, and if an advisor can satisfy a client’s technology needs while building deeper professional connections, they will remain ahead of the curve. To maintain or grow market share, one must find the solution that is completely client-centric, and not doing so is the biggest threat to any business.
Resources:
- Alberto Brea: https://www.linkedin.com/pulse/amazon-did-kill-retail-industry-alberto-brea
On June 9th, 2017 – only four short days from today – is a day many believe will live in infamy. This Friday is the DOL Fiduciary Rule implementation day, and it is a day making headlines in the financial news – carrying a multitude of questions for advisors and financial firms alike. How will the Fiduciary Rule evolve business practices? What impact will the rule have on our future and current relationships with clients? These are excellent questions many of us are asking, but perhaps this rule is not as earth-shattering as we seem to think. This Monday Morning, we are taking a moment to explore the fundamental meaning of the word fiduciary. Once dissected and peeled back to its root, we find that to be a fiduciary is to be an individual who values trust and character. We must remind ourselves that to act as a fiduciary, you are simply required to act in the interest of another; and if you operate within a business that upholds a genuine client-centric model, you are already acting in this manner. Ceteris Paribus, we should all maintain fiduciary mindset, because in the long term, it can produce better relationships and results. Resources: The Fiduciary Principle Austin W. Scott, 1949 The California Law Review; Volume 37, Issue 4 http://scholarship.law.berkeley.edu/cgi/viewcontent.cgi?article=3487&context=californialawreview Fiduciary Law in the Twenty-First Century Tamar Frankel, 2011 http://www.bu.edu/law/journals-archive/bulr/documents/frankel.pdf Six Core Fiduciary Duties for Financial Advisors Knut A. Rostad, 2013 The Institute for the Fiduciary Standard http://www.thefiduciaryinstitute.org/wp-content/uploads/2013/09/InstituteSixCoreFiduciaryDuties.pdf
We have heard it before – the story of a toxic corporate culture or the tale of a not-so-fabulous boss. This is a challenging situation to find yourself in, but in the event that you do, you have two options: exit or engage. This Monday morning, Phil defines the importance of establishing and maintaining a healthy relationship with one’s colleagues, clients, and supervisors. It’s no surprise that corporate culture matters. Those you surround yourself with matter. A healthy, inviting corporate culture is absolutely imperative for a successful and growing company. As a member of a team, your active contribution in preserving an environment where your colleagues feel welcome and appreciated is critical. Additionally, those in a leadership position must set a positive example and deliberately work to cultivate a strong culture for his/her team.
What mindset do leaders indoctrinate into the backbone of their failures and successes that enables them to achieve the extraordinary? As Dr. Chuck Swindoll correctly stated, “life is ten percent what happens to you and ninety percent how you react to it.” This is just one of the key realizations successful leaders must program into their mind’s framework in order to fully accelerate their career.
In this episode, Phil outlines three courses of thought leaders must actively engage in to answer the question: “How is it that great leaders are able to overcome the two great limitations of inertia and fear?” As a preview of the content of the new Cannon Curve podcast coming this June, this Monday Morning serves as the beginning of an attempt to define the habits and characteristics of exceptional leadership.
Resources:
Insight for Living: https://www.insight.org/about/chuck-swindoll
Twitter: @chuckswindoll
Facebook: https://www.facebook.com/Chuck-Swindoll-107888769305/
If you were to take a look into the minds, routines, and character traits of today’s leaders, what would you find? Phil begins to answer this question in his new podcast series – The Cannon Curve. Coming in June, this new series features interviews with many of the nation’s top leaders, CEO’s, and thought provocateurs in the business world, providing insight into the mechanics of modern day leaders.
This Monday morning, Phil shares seven pivotal lessons he has learned from the first of these interviews in order to begin to reveal how these influential individuals function. Although leadership styles vary, there are core characteristics and habits that the majority of leaders have in common, and in this episode, Phil has gone straight to the source to identify what they are.
Learn More:
http://www.cannonfinancial.com/uploads/main/An_Overview_One_Page.pdf
Instead of viewing technology as man vs. machine, what if we saw it as man and machine?
In the financial industry, the value of genuine human interaction is irreplaceable. There is great value in genuine communication and established relationships – a simple reality unlikely to change. Yet, if we can successfully blend technology into our work, we have the opportunity to build even stronger connections with our clients and make our practice even more efficient.
This Monday morning, Phil reviews the highlights of Envestnet’s industry conference, and discusses the benefits technology can provide to advisors as well as their clients. Together, man and machine have the opportunity to strengthen and advance the financial industry.
Resources:
Envestnet: http://www.envestnet.com/
Envestnet on Twitter: https://twitter.com/ENVIntel
Envestnet on LinkedIn: https://www.linkedin.com/company/envestnet-inc
Jud Bergman, Chairman & CEO, Envestnet: http://www.envestnet.com/content/team/judson-bergman
Bill Crager, President, Envestnet: http://www.envestnet.com/content/team/bill-crager
Bill Crager on Twitter: https://twitter.com/ENVCrager
Gary Kasparov: http://www.kasparov.com/
Have you ever been in a relationship (work, social, personal) where you felt unappreciated or that you didn’t belong? What caused you to feel this way? You’re probably no longer in this relationship, right. Now, let’s think. Upon first meeting with you, would your clients feel a connection? What do you do to create that connection? How do you show them that you appreciate their business? In this episode, Phil challenges us to do some research and background on our clients. Find a common interest or passion that you can both connect over to create a long-lasting, mutually beneficial relationship.
Do you know how to change a flat tire? This once simple task has now become an overly complicated process that takes up more time than warranted. Simple problems need simple solutions, and this concept applies to more than just flat tires. Now switch gears and think about your clients and their experiences with you. Is there a way to simplify your interactions with them? How can you make their experience straightforward and effortless? In this episode, Phil challenges you to stay away from over-complicated processes like he experienced with his flat tire, and find a way to always provide simple solutions to simple problems.
You have a dilemma, who are you going to call? The expert sales person or the known problem solver? Most would choose the problem solver, and in this episode, Phil explains the significance of that choice. The way others perceive you and your personal narrative can either have a positive or negative impact on your personal and professional relationships. How will you present yours?
Think about an experience (good or bad) that has left a lasting impression. Have you shared your experience? That experience that left a lasting impression on you; has left a legacy. You spread that legacy, by telling people about your experience.
What legacy will you leave? In this episode, Phil challenges you to take a look around and consider ways in which you can ensure your legacy.
Phil’s Favorite Springtime Activities
Augusta National Golf Course - http://www.augusta.com/
2017 Master’s Tournament - http://www.masters.com/en_US/index.html
History of the Masters - http://www.augusta.com/masters/history
How much happiness can you stand? What if I told you that the next nine days will be the greatest nine days in American sports this spring? But how are sports and Spring connected? Spring is the season of new life and new beginnings. It marks the end of many seasons, be it winter or basketball, equally it invokes new beginnings for things like baseball and outdoor activities.
In this episode, Phil challenges you to build and expand your relationships by taking advantage of the longer days, warmer weather and seasonal activities that Spring has to offer.
Phil’s Favorite Springtime Activities
2017 Master’s Tournament - http://www.augusta.com/
NCAA Men’s Basketball Championship - http://www.ncaa.com/news/basketball-men/bracket-beat/2017-03-01/march-madness-2017-tournament-schedule
Major League Baseball - https://www.mlb.com/
Pebble Beach Food & Wine - https://www.pbfw.com/
Austin Food & Wine Festival - https://www.austinfoodandwinefestival.com/
New Orleans Wine & Food Experience - https://www.nowfe.com/
Nantucket Wine Festival - http://www.nantucketwinefestival.com/
Taste of Vail - http://www.tasteofvail.com/
Memphis in May – World Championship Barbeque Cooking Contest - http://www.memphisinmay.org/events/world-championship-barbecue-cooking-contest/
Learn More
www.AlexOsterwalder.com
https://www.amazon.com/Alexander-Osterwalder/e/B0037M2W0E
Resources assessment and training
Assessments:
Meyers Brigg http://www.myersbriggs.org/my-mbti-personality-type/mbti-basics/
DNA Financial http://dnabehavior.com/
DISC http://www.thediscpersonalitytest.com/?view=Assessments_disc&gclid=CPDFst6MldICFUw7gQodE6APwA
Training:
IMCA Behavioral Economics http://www.imca.org/pages/IMCA-Applied-Behavioral-Finance-Certificate-Program
Kinder Institute of Life Planning https://www.kinderinstitute.com/
Kansas City http://catalog.k-state.edu/preview_program.php?catoid=2&poid=7466&hl=%22Financial+Therapy%22&returnto=search