Monday Morning Mojo

The formative days of any project can be exhilarating and energizing; however, keeping up that enthusiasm can be challenging as the novelty of a project wears off. When this happens, it is vital for leaders to maintain clarity of the purpose to generate excitement and continued dedication to the project. In today's episode, we discuss the importance of balancing the visionary with the mundane aspe...

Have you ever found yourself limiting your opportunities and experiences based simply on a mindset of "no"? While it is true that the every day chores that each of us must complete can get in the way of adventure, it is also vital that we allow ourselves to simply enjoy the world around us from time to time. Today, we explore how changing your mindset from a "no" mentality to a "yes" mentality can...

Ted Ridlehuber was a natural CEO; charismatic, driven and personable. When asked what working for him was like, Phil responds WYSIWYG. Ted loved the wealth management industry. The vision he had on changing the conversation and experience clients enjoyed regarding their wealth helped reshape the wealth management industry. When Ted saw an opportunity to make a difference, he seized it. Today, many...

In the age of quick and convenient shopping, it is no longer sufficient to take a product-oriented approach to sales. Instead, it is vital for any salesperson to differentiate themselves and their products by creating sales experiences that are tailored to each customers' unique needs. In today's episode, we explore the parallels between the average experience in a retail store and a client's expe...

Everyone will encounter obstacles and trying times at some point in their professional and personal lives. While these times can be difficult to navigate, having a network of people from whom you can draw perspective, insights, and inspiration for your future can make the journey less arduous. Join us for today's episode as we discuss the importance of opening ourselves to both give and receive ho...

We are all in search of the 'magic formula' for success. As a result, we find ourselves with to-do lists of the right connections to make and constantly adjusting our time, energy, and actions to be able to complete certain tasks. However, we know, no matter what we do, there is no magic formula to achieving success. Join us today as we unpack two traits that are essential for long-term sustained...

Taking a curious and learning approach when conversing with friends, colleagues, or even strangers not only makes the other person feel more understood, but also enhances your own takeaways from the experience. Join us today as we explore the intrinsic and financial value that is added to your organization and life when you put the interests and experiences of others above your own. Instead of foc...

When disaster strikes, it is easy to feel discouraged and lose sight of the bigger picture. However, maintaining a strong, positive attitude and using the time to continue working towards your goals is essential to survive any disaster. In today's episode, we encourage each of our listeners to resist the urge to feel helpless and instead keep your eyes on the long-view. Tune in as we discuss the d...

We have all found ourselves in a rut of "sameness" at some point in our lives. During these periods, it is essential that we allow ourselves to seek new opportunities and experiences. Whether it's a change in latitude or a change in attitude, we encourage all of our listeners to consider the importance of adding variety during periods of dullness. As the great Jimmy Buffett tells us, these changes...

This season of college football recruiting inspires us to consider the necessary tactics to recruit motivated and intelligent new employees for our own firms. When you truly have done a good job recruiting employees, you can relax knowing that your vision is in capable hands. Listen to today's episode as we explore how seeking talented and driven individuals is key to advancing your company's miss...

This morning, we celebrate the kick-off of the 7th season of our weekly, Monday Morning Mojo. Phil begins by reminiscing and sharing some of your favorite episodes over the years. In the season opener, Phil  challenges you to stop and understand the power of being invested. Join us to find out how to create an impactful 10-year plan. Again, we thank you for your continued support and for joining u...

The qualities that build an exceptional person cannot be enumerated or quantified; there is no algorithm to achieve "greatness." By contributing even a small percentage more in your day-to-day activities, overtime, you will be able to see a better you. In today's episode, we discuss the many aspects that make a person truly great as well as the path to get there. Listen to discover how the compoun...

The strain that we put on ourselves to accomplish a specific goal or to achieve a certain promotion is often misplaced. In fact, it is usually the goals and promotions that we don't achieve that end up impacting our lives the most. In today's episode, we challenge you to take a moment to reflect on what you've learned and how you have grown as a result of unanswered prayers in your life. By evalut...

Experiencing turbulence can give you feelings of regret and remorse for taking on that particular obstacle. However, enduring these intense moments can also provide you with the focus and confidence you need to be successful, despite the stress.   Join us today as we explore the rewards of persevering through challenging experiences. Also, don't forget to check out today's episode for details abou...

Can small acts make a big difference? Sometimes, the little, obscure moments teach us the most powerful lessons and are vital to our growth. When we act to be helpful, no matter the size of the task, we make life better for others. In today's episode, Phil challenges us to shift our mindsets to think more like servant leaders. Resources: Please send comments, questions, and feedback to:  mojo@cann...

Building the right financial plan for your client is a lot like building a new house. There is no "cookie-cutter" plan that will fit each client. Each individual or family has distinct characteristics; therefore, a unique financial plan must be curated for every client. In today's episode, we reflect on the impact of taking the time to wholistically evaluate your client's goals and circumstances....

In the face of a loss, do you allow yourself to wallow in disappointment? Or, do you quickly dust off your shoulders and get back to work? The way we react to the adversity in our lives speaks volumes about our character. In today's episode, we encourage you to take a play out of the University of Georgia football coach, Kirby Smart's, playbook by turning your losses into opportunities to learn an...

The arrival of the holiday season calls us to retell and reminisce on the classic stories that bring us comfort each year. No matter how many times they are told, these stories continue to shine light on important lessons that can be forgotten in the midst of holiday busyness.  In today's special episode, we tell the story of "The Christmas Guest," an age-old story about the power of kind gestures...

In life, few things can get you through the tough moments like having a good sense of humor and knowing that no matter the circumstance, your close friends and family will have your back. Any gesture of friendship, be it large or small, can make all the difference for a friend in need. Today, we discuss the impact of staying true to your friendships, even in periods of hardship or scandal. As this...

With the passing of such a monumental figure as George H.W. Bush, we are called to reflect on the legacy he left behind. Bush exercised prudence in his decision making and worked diligently to improve the lives of every American. He was the epitome of a leader with a servant's heart. In honor of this legacy, we encourage each of you to reflect on moments where you have put the needs of your client...

As consumers, we are often quick to adapt to "good things." We appreciate innovations that add value to our lives, such as those that maximize our time and minimize our effort. But, is too much of a good thing still a good thing?    Listen in as we explore seamless innovations in society today and how to navigate challenges that arise from them.  Resources: Please send comments, questions, and fee...

Every day, we each engage in a variety of activities, many of which are essential to conducting our professional lives while others simply are not. Unfortunately, habit and routine can cause non-essential and useless activities to continue; this creates opportunity cost. The tough part is distinguishing what really is essential. As we prepare for the final month of the year, we challenge you to ev...

What are you thankful for? While this is a question we should ask ourselves throughout the year, this season especially calls us to take a moment to reflect. Although it can be hard to find time in the midst of the holiday season, the rewards of doing so are paramount. Listen in today as Phil answers this question and urges every listener to do the same. By pausing to truly think about ten reasons...

We all seek the comfort of familiarity in our work.  Be it the clients we serve, the conversations we have, or the systems we use.  Disrupting the status quo can trigger stress and a lack of confidence in our knowledge or abilities to execute.  One of the largest and most common disruptors today is the shift in technology.  In today's episode we join Phil as he is thrust into unfamiliar territory...

Relationships are tied to shared experiences, times, events, and encounters that have created narratives in our lives. This same tendency holds true in our professional relationships. Experiences matter; they build a bond between those involved that can develop and strengthen.   Join us today as we discuss the lasting impact of our relationships and shared experiences. In the final two months of t...