Monday Morning Mojo

Instead of viewing technology as man vs. machine, what if we saw it as man and machine?   In the financial industry, the value of genuine human interaction is irreplaceable. There is great value in genuine communication and established relationships – a simple reality unlikely to change. Yet, if we can successfully blend technology into our work, we have the opportunity to build even stronger connections with our clients and make our practice even more efficient.   This Monday morning, Phil reviews the highlights of Envestnet’s industry conference, and discusses the benefits technology can provide to advisors as well as their clients. Together, man and machine have the opportunity to strengthen and advance the financial industry.     Resources: Envestnet: http://www.envestnet.com/ Envestnet on Twitter: https://twitter.com/ENVIntel Envestnet on LinkedIn: https://www.linkedin.com/company/envestnet-inc Jud Bergman, Chairman & CEO, Envestnet: http://www.envestnet.com/content/team/judson-bergman Bill Crager, P

Have you ever been in a relationship (work, social, personal) where you felt unappreciated or that you didn’t belong? What caused you to feel this way? You’re probably no longer in this relationship, right.   Now, let’s think. Upon first meeting with you, would your clients feel a connection? What do you do to create that connection? How do you show them that you appreciate their business? In this episode, Phil challenges us to do some research and background on our clients. Find a common interest or passion that you can both connect over to create a long-lasting, mutually beneficial relationship.    

Do you know how to change a flat tire? This once simple task has now become an overly complicated process that takes up more time than warranted. Simple problems need simple solutions, and this concept applies to more than just flat tires.   Now switch gears and think about your clients and their experiences with you. Is there a way to simplify your interactions with them? How can you make their experience straightforward and effortless? In this episode, Phil challenges you to stay away from over-complicated processes like he experienced with his flat tire, and find a way to always provide simple solutions to simple problems.  

You have a dilemma, who are you going to call? The expert sales person or the known problem solver?     Most would choose the problem solver, and in this episode, Phil explains the significance of that choice. The way others perceive you and your personal narrative can either have a positive or negative impact on your personal and professional relationships. How will you present yours?

Think about an experience (good or bad) that has left a lasting impression. Have you shared your experience? That experience that left a lasting impression on you; has left a legacy. You spread that legacy, by telling people about your experience. What legacy will you leave? In this episode, Phil challenges you to take a look around and consider ways in which you can ensure your legacy.    Phil’s Favorite Springtime Activities Augusta National Golf Course - http://www.augusta.com/ 2017 Master’s Tournament - http://www.masters.com/en_US/index.html History of the Masters - http://www.augusta.com/masters/history

How much happiness can you stand? What if I told you that the next nine days will be the greatest nine days in American sports this spring? But how are sports and Spring connected? Spring is the season of new life and new beginnings. It marks the end of many seasons, be it winter or basketball, equally it invokes new beginnings for things like baseball and outdoor activities. In this episode, Phil challenges you to build and expand your relationships by taking advantage of the longer days, warmer weather and seasonal activities that Spring has to offer. Phil’s Favorite Springtime Activities 2017 Master’s Tournament - http://www.augusta.com/ NCAA Men’s Basketball Championship - http://www.ncaa.com/news/basketball-men/bracket-beat/2017-03-01/march-madness-2017-tournament-schedule Major League Baseball - https://www.mlb.com/ Pebble Beach Food & Wine - https://www.pbfw.com/ Austin Food & Wine Festival - https://www.austinfoodandwinefestival.com/ New Orleans Wine & Food Experience - https://www.nowfe.

Learn More www.AlexOsterwalder.com https://www.amazon.com/Alexander-Osterwalder/e/B0037M2W0E

Resources assessment and training Assessments:   Meyers Brigg http://www.myersbriggs.org/my-mbti-personality-type/mbti-basics/ DNA Financial  http://dnabehavior.com/  DISC http://www.thediscpersonalitytest.com/?view=Assessments_disc&gclid=CPDFst6MldICFUw7gQodE6APwA Training:   IMCA Behavioral Economics   http://www.imca.org/pages/IMCA-Applied-Behavioral-Finance-Certificate-Program Kinder Institute of Life Planning  https://www.kinderinstitute.com/ Kansas City http://catalog.k-state.edu/preview_program.php?catoid=2&poid=7466&hl=%22Financial+Therapy%22&returnto=search

Learn More at: http://www.cannonfinancial.com/advisor-relevance