Monday Morning Mojo

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: Please send Comments, Questions, and Feedback to: mojo@cannonfinancial.com Please send First Friday Feedback submissions to: mojo@cannonfinancial.com

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: Please send Comments, Questions, and Feedback to: mojo@cannonfinancial.com Please send First Friday Feedback submissions to: mojo@cannonfinancial.com

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/   Please send Comments, Questions, and Feedback to: mojo@cannonfinancial.com Please send First Friday Feedback submissions to: mojo@cannonfinancial.com

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/   Please send Comments, Questions, and Feedback to: mojo@cannonfinancial.com Please send First Friday Feedback submissions to: mojo@cannonfinancial.com

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: Please send Comments, Questions, and Feedback to: mojo@cannonfinancial.com Please send First Friday Feedback submissions to: mojo@cannonfinancial.com

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: Please send Comments, Questions, and Feedback to: mojo@cannonfinancial.com Please send First Friday Feedback submissions to: mojo@cannonfinancial.com

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/   Please send Comments, Questions, and Feedback to: mojo@cannonfinancial.com Please send First Friday Feedback submissions to: mojo@cannonfinancial.com

“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   Please send Comments, Questions, and Feedback to: mojo@cannonfinancial.com Please send First Friday Feedback submissions to: mojo@cannonfinancial.com

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/   Please send Comments, Questions, and Feedback to: mojo@cannonfinancial.com Please send First Friday Feedback submissions to: mojo@cannonfinancial.com    

  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: Please send Comments, Questions, and Feedback to: mojo@cannonfinancial.com Please send First Friday Feedback submissions to: mojo@cannonfinancial.com

“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/ Please send Comments, Questions, and Feedback to: mojo@cannonfinancial.com Please send First Friday Feedback submission

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: Please send Comments, Questions, and Feedback to: mojo@cannonfinancial.com Please send First Friday Feedback submissions to: mojo@cannonfinancial.com

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/   Please send Comments, Questions, and Feedback to: mojo@cannonfinancial.com Please send First Friday Feedback submissions to: mojo@cannonfinancial.com

“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: 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 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: Please send Comments, Questions, and Feedback to: mojo@cannonfinancial.com Please send First Friday Feedback submissions to: mojo@cannonfinancial.com

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: 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 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/ 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 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 Please send Comments, Questions, and Feedback to: mojo@cannonfinancial.com Please send First Friday Feedback submissions to: mojo@cannonfinancial.com

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 Please send Comments, Questions, and Feedback to: mojo@cannonfinancial.com Please send First Friday Feedback submissions to: mojo@cannonfinancial.com

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: Please send Comments, Questions, and Feedback to: mojo@cannonfinancial.com Please send First Friday Feedback submissions to: mojo@cannonfinancial.com