Monday Morning Mojo

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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