Monday Morning Mojo
455 episodes - English - Latest episode: 18 days ago - ★★★★★ - 17 ratingsFresh insights to jump start your week from Cannon Financial Institute's Executive Chairman, Phil Buchanan.
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Episodes
Episode 357: Positive Optimism
October 22, 2018 04:02 - 6 minutes - 7.23 MBIn today’s tense political climate, it can seem impossible to hold calm and productive conversation with people who have contrasting views from you. However, by being open to these discussions, you will likely be surprised by the amount of values you actually have in common. Today we explore the importance of shifting the focus to points of agreement instead of disagreement. Listen in as we outline the steps to mainting an optimistic attitude and the surprising benefits of doing so. Reso...
Episode 356: Don't Over Over-Engineer
October 15, 2018 04:02 - 7 minutes - 6.66 MBBuilding systems and processes that go beyond their basic requirements is one way to ensure preparedness and adaptability. However, when your systems go excessively beyond their basic requirements, it can create unnecessary obstacles and complications. Today, we discuss the challenge of maintaining the balance between overengineering your systems and over-complicating them. Once you achieve this balance, you will witness your office working at its greatest level of efficiency. Resources...
Episode 355: Redemption
October 09, 2018 04:02 - 8 minutes - 7.93 MBWhether you are passive or aggressive in regard to taking on activities that could lead to a mistake, we all make blunders. It is not in the making of a mistake that defines us. Rather, it’s how we respond to it. There are 5 key steps to a successful recovery of a mistake. Join us as we explore how to acknowledge our error, deal with the adversity following the misstep, and learn how to earn redemption in the eyes of contemporaries and other parties affected as a result of our mistake. R...
Episode 354: One Person Can Make All The Difference
October 01, 2018 04:02 - 8 minutes - 7.99 MBThough there is strength in numbers, it only takes the actions and attitude of one employee to make a lasting impression on a client. As such, it is absolutely vital that each member of your team understands their potential impact on and their responsibilities to clients. Join us as we explore how to substantially improve your firm’s reputation by training each and every employee to make concerted efforts to satisfy your clients. Resources: Please send comments, questions, and feedback...
Episode 353: Be Coached
September 24, 2018 04:02 - 5 minutes - 5.49 MBLike your physical health, a healthy professional career also requires constant attention and evaluation. While it can be uncomfortable to have your strengths and weaknesses scrutinized, it is a key process to ensure that you are performing to the best of your abilities. As you offer advice and consultance to your clients, we encourage you to open yourself up to be advised and coached as well. Listen in today to find out how doing so will allow you to truly reach your maximum potential. ...
Episode 352: Leveraging Your Passions
September 17, 2018 04:02 - 4 minutes - 4.63 MBIf you believe that your clients prefer a purely professional relationship, you may want to rethink your understanding. Bringing a level of personality to your relationships can enhance the experience for every party involved. In today’s episode, we explore how moving the conversation from the office to a more personal location can make the difference in establishing trust and loyalty with your clients. Resources: Michael Oana, Retirement Planning Specialist: http://www.michaeloana.co...
Episode 351: I’ll Take Care Of It
September 10, 2018 04:02 - 5 minutes - 5.17 MBHearing the phrase “I’ll Take Care Of It” is comforting when you are in a crisis, but it’s the actions following this mantra that bring genuine reassurance. By promptly delivering on the promises you make to your clients, you will lay the foundation for relationships built on trust and confidence. As the last third of the year begins, we challenge you to evaluate the delivery of your company’s services through the eyes of your clients. Listen as we discuss how establishing a pattern of rel...
Episode 349: It Begins with Conversations
September 04, 2018 04:02 - 6 minutes - 6.15 MBWith the advent of and mounting dependence on social media outlets like Facebook and LinkedIn for connection and communication, it is imperative for professionals to develop interpersonal skills to distinguish themselves. Because our information is so easily accessed and disseminated, the ability to hold genuine, impactful conversation can be the difference between landing that big client or losing them. In today’s episode, we discuss how having meaningful conversation can build trust and ...
Episode 350: Special Edition
August 30, 2018 16:11As Labor Day weekend brings the end of summertime and a new fall season, we encourage our listeners to engage in thoughtful reflections on their year thus far. Whether you’ll be kicking off another successful football season or relaxing with friends and family, take the time to reflect on and adjust your goals and expectations for the remainder of the year. Tune in today as we explore the importance of turning your focus, refining your approach to challenges, and expanding your comfort zon...
Episode 348: Can’t Rarely Tries
August 27, 2018 04:02 - 5 minutes - 5.32 MBAre you guilty of writing off a piece of new information as unimportant or irrelevant simply because you don’t understand it? While it is easy to dismiss challenging tasks or unfamiliar technology, we encourage you to make an effort to understand and overcome these obstacles. In most cases, you will be surprised by how far an open mind can take you. Being introduced to new ideas and technology is an inevitability. It is best to take an optimistic approach to make sure you are maximizing yo...
Episode 347: Purposeful Team Meetings
August 20, 2018 04:02 - 7 minutes - 7.18 MBWhile team meetings can sometimes feel monotonous and unnecessary, they can actually be a key factor of a productive workplace when they are planned correctly. By keeping them quick and concise, team meetings vastly improve connectivity and communication between employees. Join us today as we explore the role of purposeful team meetings as a tool for improving communication within the workplace. By following our four-pronged guide, outlined in today’s podcast, you are sure to make the most...
Episode 346: System Abusers
August 13, 2018 04:02 - 5 minutes - 5.43 MBHave you ever cut a corner to get a job done? Have you ever shown disregard for a rule that you thought shouldn’t apply to you? Of course, at one point or another, almost everybody has been guilty of breaking a rule, whether intentional or not. While these transgressions are generally minimal and relatively harmless, the problem arises when a person regularly and intentionally defies the rules. Listen in today as Phil discusses the consequences of abusing the system and brings to light the...
Episode 345: Who Is Your Client?
August 06, 2018 04:02 - 5 minutes - 5.7 MBDo you take too narrow of an approach in defining your client? In order to continue serving our clients from generation to generation, it is essential that we transform the definition of “client” from an individual to the entire family unit. Join us as we explore the importance of including the whole family in financial planning. We challenge you to encourage longevity in your client relationships and witness them thrive. Resources: Please send comments, questions, and feedback to: moj...
Episode 344: Owning the Issue
July 30, 2018 04:02 - 5 minutes - 5.93 MBIt is inevitable that undesirable situations will arise, and oftentimes they will be out of your control. However, failing to acknowledge the issue is never the appropriate course of action. By clearly communicating with all parties involved and acknowledging the problem, you can effectively do your part to diffuse the situation at hand. Your transparency will not go unrecognized, and those affected are more likely to appreciate your efforts in maintaining a positive customer experience. ...
Episode 343: Confirmation Bias
July 23, 2018 04:02 - 5 minutes - 4.82 MBConfirmation bias (n.): “the tendency to process information by looking for, or interpreting, information that is consistent with one’s existing beliefs.” Because of the constant connectivity we experience today due to technological advancements, confirmation bias is more prevalent than ever. How can you combat this phenomenon to ensure that you learn from perspectives that differ from your own? Resources: Please send comments, questions, and feedback to: [email protected] Ple...
Episode 342: Communication & Trust
July 16, 2018 04:02 - 6 minutes - 6.34 MBCommunication is key to building trust in relationships. Do you know how to properly communicate? Has anyone ever taught you how to properly communicate? Probably not. Today, we aim to pinpoint the most important components of strong communication: respect, tone, speed, and consistency. We will discuss the ways in which to advance one’s communication skills and further develop trust in professional relationships. Resources: Please send comments, questions, and feedback to: mojo@cannonf...
Episode 341: The Nobility of Work
July 09, 2018 04:02 - 6 minutes - 6.4 MBThe significance of work extends far beyond the paycheck and the financial stability that comes as a result. Working creates an opportunity for us to not only make meaningful contributions to the world but also, elevate our self-esteem. This week, we challenge you to be proactive. Create opportunities for future generations to gain experience in professional work environments. The skills they will learn and the value they will add through these opportunities will undoubtedly create a sense...
Episode 340: Playing Offense
July 02, 2018 04:02 - 5 minutes - 5.53 MBLet’s think back to when we first started our professional careers. We had a go-getter mentality: taking opportunities, prospecting and seeking unique solutions. However, as time has gone by, we have found ourselves protecting the status we have built rather than searching for new, expansive opportunities. Citing an article by thought leader Patrick Lencioni, Phil emphasizes the importance of shifting from a defensive strategy to playing offense in the workplace. After all, not playing off...
Episode 339: What Drives You Thrives You
June 25, 2018 04:02 - 5 minutes - 5.56 MBMany successful professionals attribute their long-term success to the passion they feel for the field in which they work. This makes sense, as passionate individuals are likely to feel more energized, more engaged, and more fulfilled than their counterparts. Today, we explore the power of passion and how we should use it to drive our careers. Though it may seem risky at first glance, you might be surprised by the results that follow. References: Travis Howard: https://bit.ly/2JUyl3n ...
Episode 338: Lessons from Golf
June 18, 2018 04:02 - 7 minutes - 7.89 MBWhat is the most impactful life lesson have you learned? Where did it originate? Was it a person or experience that taught you this lesson? Throughout our lives, we learn many different lessons and these lessons come from life experiences, interactions with others and even society. Today, Phil shares with us five life lessons that he has learned from both playing and observing the game of golf. Resources: Please send comments, questions, and feedback to: [email protected] Ple...
Episode 337: Networks
June 11, 2018 04:02 - 5 minutes - 5.27 MBYou’re probably aware of the power and importance of having networks, both socially and professionally. Are you, however, properly managing and maintaining your networks? On this week’s episode, we discuss the benefits that come from keeping consistent communication with your connections as well as the various methods in which you can do so. Join us as we discuss how and why we should aim to increase the value of our networks. Resources: Please send comments, questions, and feedback to...
Episode 336: Do/Fix It… Properly
June 04, 2018 04:02 - 6 minutes - 6.11 MBWhat is more important: price or quality? Many intellectuals would argue quality, and Phil agrees. By ensuring top quality service and working quickly and efficiently to fix problems, we can expect higher demand and customer satisfaction. Tune in as we explore the issue of fee compression in today’s wealth management industry, noting how advisors should view it as an opportunity to better serve their clients rather than as a personal loss. Resources: Please send comments, questions, an...
Episode 335: Lessons From Lessons
May 28, 2018 04:02 - 7 minutes - 7.12 MBOn today’s episode, Phil speaks to the value that can come from tackleing challenges. By making it a goal to pursue a number of tasks that with hard work and persistence can be completed within one year, he himself has learned what can come from new, seemingly difficult practices. Phil shares five takeaways that have surfaced throughout his recent endeavor of pursuing flight lessons. You too can apply the lessons to your own experiences in order to reap the benefits. Resources: Please ...
Episode 334: Manners
May 21, 2018 04:02 - 4 minutes - 4.7 MBAmidst the busyness and chaos of today’s world, we, unfortunately, see too many examples of poor social behavior and lack of manners: on planes, in restaurants, and in offices. However, the way we engage with others—especially those who cannot offer us something—is a true reflection of our individual character. As humans, we seek positive self-esteem through our interactions with others; therefore it is highly important to lift others up rather than bring them down. As Noel Polk said, “Man...
Episode 333: Lean on Me
May 14, 2018 04:02 - 5 minutes - 5.41 MBWe are far too often consumed by the aspects of our daily lives that we fail to spend time thinking about and checking in on the people most important to us. We owe it to these people to ensure that they know we are there for them in times of triumph and times of adversity. This week, we challenge you to make it a priority to call five people you genuinely care about and ask, “How are you doing?” Ask real, authentic questions and really listen to their answers in order to help them think t...
Episode 332: Failure Might Not Be
May 07, 2018 04:02 - 5 minutes - 4.93 MBFailures may seem like just that at the time they occur—failures. However, if viewed and responded to properly, they have the potential to act as great learning opportunities. Recognize failures as chances to grow as an individual and a professional and the outcome may just become more rewarding than detrimental. One instance of doing the right thing does not always guarantee success as a result. More importantly, we must learn from the failures we are sure to experience until we develop a...
Episode 331: Root Causes
April 30, 2018 04:02 - 6 minutes - 6.05 MBReferencing “The Goal”, a novel by Eliyahou Goldratt, Phil acknowledges that when working to make improvements in your business, sometimes the most important plan of action is to simply refocus on the basics. Desired outcomes are only attainable if the root causes are identified and polished first. Today’s episode highlights four vital areas of concentration that every leader must focus on in order to push a company towards success: culture, connections, operations, and financials. Perfect...
Episode 330: Unsung Interns
April 23, 2018 04:02 - 7 minutes - 6.69 MBToday, we highlight the often-unrecognized value of employing interns. From their youthful energy, creativity and technological skills, as well as, their eagerness to work, interns provide increased capacity to ultimately strengthen your firm. However, the value doesn’t end there. By hiring interns, you provide them with the experience and knowledge to grow as professionals and leaders, which in turn, betters the industry as a whole. If executed properly, an internship program at your comp...
Episode 329: Is Your Kite Out Of String?
April 16, 2018 04:02 - 5 minutes - 5.16 MBUpon first glance, flying a kite and running a business may seem like activities that have nothing in common. Upon further consideration, however, we realize that the same fundamentals are consistent in both. For one, you must have high quality, durable resources, and a proper design. For another, you must be a quick learner and understand your limits. And perhaps most importantly, you must be capable of adapting to wherever the wind takes you. Today, we use this seemingly simple parallel ...
Episode 328: It’s On
April 09, 2018 04:02 - 4 minutes - 4.48 MBAnnual traditions mark the passing of time—the beginning of a new season. The opening games of the MLB season, the end of March Madness, and the Masters Golf Tournament are all traditions indicating that Spring has sprung, and it is time to turn over to a new chapter. As we enter this season of renewal, we challenge all of you to take time away from your busy schedule to slow down and truly appreciate your surroundings. Downtime is essential to sustainability, and this is the perfect oppor...
Episode 327: Blind Spots
April 02, 2018 04:02 - 5 minutes - 5.1 MBWe all have our individual perspectives shaped by our personal experiences. Within each of these perspectives are blind spots that can impede our success, which we cannot entirely eliminate, but we can work to minimize. Today, we stress the importance of utilizing routines and other people to counter-balance our own perspectives. Being open to perspectives different from our own allows us to evolve our own thinking or otherwise sharpen our original ideas in order to maximize growth and ens...
Episode 326: A’s and No’s
March 26, 2018 04:02 - 6 minutes - 5.77 MBWhen we get on a roll, we tend to stress less about the outcome of an upcoming event. With less stress, the results tend to be more positive. On this week’s episode, Phil narrows down two terms that can change the way we view, understand, and tackle success in our everyday lives: perspective and confidence. By not only understanding confidence but also applying it to the tasks at hand, we are more likely to develop a positive mental perspective that can elevate our accomplishments to new h...
Episode 325: Be That Person
March 19, 2018 04:02 - 5 minutes - 5.5 MBThink about a friend or family member who is going through a tough time. How engaged are you in communicating to that person that you are there for them during this hardship? In this week’s episode, we challenge you to connect with this individual. Communicate to them that you know they are hurting, that you care about them, and that you want to be there for them throughout this journey. We understand that by doing this you will be expending personal effort and energy; however, by being ...
Episode 324: Why Teaming Matters
March 12, 2018 04:02 - 5 minutes - 5.32 MBThe adage, “two heads are better than one,” is almost always true. If this is the case, why do most businesses struggle with teaming and collaboration? In this episode, we explore the five challenges or dysfunctions, as determined by Patrick Lencioni, that every team MUST tackle head-on in order to be successful. The ability to collaborate, to leverage resources and team across multiple specialists is a requirement and skill essential for success. We challenge you to evaluate your team ...
Episode 323: Visualization
March 05, 2018 05:02 - 4 minutes - 4.57 MBIf 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. Ref...
Episode 322: Who’s Gonna Fill Their Shoes?
February 26, 2018 05:02 - 5 minutes - 5.34 MBAs 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. ...
Episode 321: Being Open
February 19, 2018 05:02 - 4 minutes - 4.42 MBClose-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 highligh...
Episode 320: Second Set of Eyes
February 12, 2018 05:02 - 5 minutes - 4.99 MBHuman 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 ...
Episode 319: Honor The Past
February 05, 2018 05:02 - 5 minutes - 4.98 MBCannon 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 t...
Episode 318: Your Best You!
January 29, 2018 05:02 - 9 minutes - 6.66 MBWe 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 eve...
Episode 317: Football Lessons
January 22, 2018 05:02 - 4 minutes - 4.63 MBIn 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.” Resourc...
Episode 316: Silence is NOT Golden
January 15, 2018 05:02 - 4 minutes - 4.35 MBIn 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 dee...
Episode 315: Quality
January 08, 2018 05:02 - 6 minutes - 5.99 MBWhat 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 di...
First Friday Feedback: January 2018
January 05, 2018 05:02 - 23 minutes - 15.1 MBToday, 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 appr...
Episode 314: Good Enough Simply Isn’t
January 02, 2018 05:02 - 3 minutes - 3.76 MBWith this first episode of the new year, we are setting the bar high. The challenge, eliminate the phrase “good enough” from your vocabulary. For too long, these two words have been muttered without tangible consequences. We assert, “it’s good enough,” and neglect to truly analyze the weight behind our words. “Good enough” limits innovation; it does not create a stage for excellence, but builds a heavy wall between us and our potential. Do we all aspire to be deemed “good enough” by o...
Episode 313: Tee Up 2018
December 28, 2017 14:11 - 4 minutes - 5.69 MBAs the old saying goes, “life is too short to cry over spilled milk,” and this week we encourage you to leave that “spilled milk” and any bad experiences in 2017 behind. It is the time of year to reorganize your workspace, clean and focus your mind, and throw away any animosity related to negative experiences. The countdown to 2018 has officially begun, and each of us must take this opportunity to give ourselves a clean page on which to write our narrative for the upcoming year. In this ep...
Special Edition: The Christmas Guest
December 21, 2017 05:02 - 6 minutes - 8.58 MB'Twas the Thursday before Christmas and we have a poem to share; To remind us all of the best gift this time of year. These next few days as you prepare for Christmas Day – baking cookies for Santa, washing carrots for Comet and Rudolph, stuffing stockings, or making last minute trips to the mall to find the perfect gift for your loved ones – make sure you always remind yourself what this season is truly about. In this special Christmas edition of Monday Morning Mojo, Phil shares a...
Episode 311: Holiday Affection
December 18, 2017 05:02 - 4 minutes - 4.53 MBAs Bill Murray so aptly described in the famous movie Scrooge, the holiday season is a time we “act a little nicer, we smile a little easier and we cheer a little more.” Some people do this naturally and constantly while others struggle with the words. This Monday morning, we challenge you to do two simple yet impactful tasks that will put you in the holiday spirit. First, we encourage you to include some random acts of kindness in your holiday season. Whether you bring items to your l...
Episode 310: 2018 & You
December 11, 2017 05:02 - 4 minutes - 4.41 MBYou’re playing a round of golf and the conditions are quite favorable – the greens are slightly grown out and thus a bit slower, the weather is calm and the pin placements are all in relatively easy positions. You shoot the lowest round of your life, a score on par with the pros playing in the Wyndham Championship that week. Do you set out for PGA tour school and become a touring pro? Probably not, because anticipating that those results would have occurred with more challenging conditions w...
Episode 309: Owning the Burden
December 04, 2017 05:02 - 5 minutes - 5.37 MBAccording to Urban Dictionary, “Adulting” is a term typically used by those who “adult” less than 50% of the time, and describes an individual who seeks to carry out “one or more of the duties and responsibilities expected of fully developed individuals.” It is with humor that we observe the younger generation either transitioning into their first jobs or even getting married, and refer to their actions as “adulating behavior” as if they can easily slip back into a more carefree time of thei...