Monday Morning Mojo

If you see it, you'll believe it. If you believe it, you'll achieve it. Goal visualization is a tactic used by many of the world's most successful people, and it's one that you can apply in your own life with a little time, effort, and the right mindset.

On today's episode, Phil walks you through the steps of defining your goals and practicing visualization to bring them to life. We challenge you to administer this strategy this week and see for yourself how success can be redefined.

References:

"The 8 Traits of Champion Golfers" by Deborah Graham - https://goo.gl/DGMMZK

Resources:

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As humans, we innately worry about change, especially following a loss. However, life moves on and with time we do too.

Citing the 1985 Country song, "Who's Gonna Fill Their Shoes," Phil recognizes that though nobody may ever replicate the valued characteristics of a late mentor, we can honor their lives by paying it forward and developing the next generation of leaders to their full potential.

In loving memory of Jack Phillips Buchanan, Sr.

1926 – 2018

Resources:

• Billy Graham: https://goo.gl/fd1acm
• George Jones - "Who's Gonna Fill Their Shoes?": https://goo.gl/VZPpex

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Close-minded people are often shielded from all of the opportunities, ideas, and experiences that life has to offer. These are the people who are desperately seeking growth but are unwilling to consider a new approach than the one they are currently taking.

In today's episode, Phil explores the power of openness to anything new, whether that is people, ideas, relationships, locations, etc. Openness is a state of mind, and does not indicate a lack of standards or values, but rather highlights a willingness to explore and learn. Try looking at life from a new perspective, and you might find yourself on a remarkable path you would never have expected.

Resources:

- Mark Twain Quote from "The Innocents Abroad/Roughing It" - https://goo.gl/xFTMLu

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Human error does not always come in the form of a blanket mistake. It is also present when something could have been done better, even if the doer did not recognize the missed opportunity. We all know that human error is inevitable, but in the professional field it is essential to mitigate them at all costs or the consequences could be dire.

In this episode, we discuss one of the most simple ways to ensure human error does not harm your company or clients: peer review. By gaining insights from others on your team, you can work together as a collective to provide the best service to your clients and build more lasting relationships. This week, we challenge you to implement some of the strategies we discuss on today's show and see the results for yourself.

Resources:

Mark C. Hartnett - President, Argent Family Wealth Services

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Cannon Financial Institute, like many others, has a strong history that to which we can attribute much of the company's current success. Most would agree that it is important to study this history to ensure that past mistakes are not repeated. In today's episode, however, Phil highlights that the power of studying history extends much farther than that alone.

We must go deeper than simply recognizing failures. If something didn't work, why didn't it work? Was it the idea itself or was it the poor execution of the idea? Additionally, we must recognize key principles set in place over time—those found, held, and sometimes even ignored. By studying the past, you may just find the keys to success for the future.

Resources:

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We are constantly looking for ways to make our things more valuable to us, whether that means making home improvements or upgrading to a new phone. Why don't we spend the same amount of time looking for ways to make ourselves more valuable?

In this week's episode, Phil addresses four areas of our lives that we should all focus on improving. By evaluating our competencies and actively working to grow in each of these areas, we can develop ourselves in ways that make us more valuable to everyone we encounter.

Resources:

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In general, everything we do has the potential to expose our strengths and vulnerabilities. It is recognizing these "life moments" for what they are that gives each of us the opportunity to refine our processes, methodologies, and even our character.

If you missed the College Football Championship game, you missed a lot of "life moments." In this episode, Phil helps us identify both the subtle and not so subtle lessons we can gain from what is often called "only a game."

Resources:

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In this week's episode, Phil shares a colleague's experience of a dramatic and sudden change in his business. The reasons for the change share common themes from which we can all learn and grow.

Technology allows us to develop systems and routines in our business which helps to ensure faithful and consistent execution of relationship best practices. However, what good is a system without a genuine desire to connect with authenticity.

Join us in the challenge to engage on a deeper level and become the people that others seek as a thought leader, mentor, confidant and coach.

Resources:

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What differentiates quality? In this episode, we encourage you to look beyond the "raw ingredients" of a product or service into the subtle details and cumulative efforts which create a client's experience.

Efficiencies and scale often allow for price compressions. Technological advances provide both advisor and client with access to resources once only accessible to a select few. However, an advisor's ability to counsel, coach, and influence their client and prospect decisions is the differentiator which molds the raw, often simple ingredients into a masterpiece and art form unique each to its own.

Begin the new year identifying those areas of your practice which can be viewed as a premium.

Resources:

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References:

Filson Corporation: https://www.filson.com/

Rathbun's Restaurants: http://www.kevinrathbun.com/

Today, Phil is joined by Senior Vice President and Director of Strategic Alliances, Theresa Silcox. The two discuss their viewpoints on relationships and how to strengthen and protect those relationships both inside and outside the workplace.

In this episode of First Friday Feedback, we address the question "How to effectively navigate a successful sales interaction?" by determining if one's sales efforts are best executed through relationship development or through the challenger approach. We also discuss the question "How does one avoid or diffuse situations where political differences create unwanted tension?" by volunteering our perspective on how to approach this delicate conversation in both a digital and face-to-face environment.

Resources:

Please send comments, questions, and feedback to: [email protected]

Please send First Friday Feedback submissions to: [email protected]

References:

The Challenger Sale by Matthew Dixon and Brent Adamson: https://binged.it/2Cv3aqM

Crucial Conversations by Kerry Patterson: https://binged.it/2CsPL2y

"This Year it's Okay to Talk Politics with Clients" by Paul Hechinger (article mentioned by listener, "Continuously Conflicted"): http://bit.ly/2DTHRfL