Monday Morning Mojo

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

What’s the important skill in wealth management? Listen in to hear Phil unpack this question. Resources: Please send Comments, Questions, and Feedback to: mojo@cannonfinancial.com Please send First Friday Feedback submissions to: mojo@cannonfinancial.com

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