Monday Morning Mojo

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: Please send comments, questions, and feedback to: mojo@cannonfinancial.com Please send First Friday Feedback submissions to: mojo@cannonfinancial.com

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: Please send comments, questions, and feedback to: mojo@cannonfinancial.com Please send First Friday Feedback submissions to: mojo@cannonfinancial.com

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: Please send comments, questions, and feedback to: mojo@cannonfinancial.com Please send First Friday Feedback submissions to: mojo@cannonfinancial.com

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: Please send comments, questions, and feedback to: mojo@cannonfinancial.com Please send First Friday Feedback submissions to: mojo@cannonfinancial.com

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 Please send comments, questions, and feedback to: mojo@cannonfinancial.com 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: Please send comments, questions, and feedback to: mojo@cannonfinancial.com Please send First Friday Feedback submissions to: mojo@cannonfinancial.com

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   Please send comments, questions, and feedback to: mojo@cannonfinancial.com Please send First Friday Feedback submissions to: mojo@cannonfinancial.com

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: Please send comments, questions, and feedback to: mojo@cannonfinancial.com Please send First Friday Feedback submissions to: mojo@cannonfinancial.com

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 Please send comments, questions, and feedback to: mojo@cannonfinancial.com Please send First Friday Feedback submissions to: mojo@cannonfinancial.com

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: Please send comments, questions, and feedback to: mojo@cannonfinancial.com Please send First Friday Feedback submissions to: mojo@cannonfinancial.com

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: Please send comments, questions, and feedback to: mojo@cannonfinancial.com Please send First Friday Feedback submissions to: mojo@cannonfinancial.com

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: Please send comments, questions, and feedback to: mojo@cannonfinancial.com Please send First Friday Feedback submissions to: mojo@cannonfinancial.com

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: Please send comments, questions, and feedback to: mojo@cannonfinancial.com Please send First Friday Feedback submissions to: mojo@cannonfinancial.com

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: Please send comments, questions, and feedback to: mojo@cannonfinancial.com Please send First Friday Feedback submissions to: mojo@cannonfinancial.com

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: Please send comments, questions, and feedback to: mojo@cannonfinancial.com Please send First Friday Feedback submissions to: mojo@cannonfinancial.com

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: Please send comments, questions, and feedback to: mojo@cannonfinancial.com Please send First Friday Feedback submissions to: mojo@cannonfinancial.com

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: Please send comments, questions, and feedback to: mojo@cannonfinancial.com Please send First Friday Feedback submissions to: mojo@cannonfinancial.com

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 Please send comments, questions, and feedback to: mojo@cannonfinancial.com Please send First Friday Feedback submissions to: mojo@cannonfinancial.com

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: Please send comments, questions, and feedback to: mojo@cannonfinancial.com Please send First Friday Feedback submissions to: mojo@cannonfinancial.com

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: Please send comments, questions, and feedback to: mojo@cannonfinancial.com Please send First Friday Feedback submissions to: mojo@cannonfinancial.com