Monday Morning Mojo

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 [email protected].

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/