Monday Morning Mojo

We have all missed communal experiences over the last year. Thankfully, opportunities to gather in person and connect are finally happening again and are in high demand as people are looking to make up for lost time! In this episode, Phil shares his recent experience at a live outdoor concert. He highlights the importance of wealth advisors using communal events to connect and engage with their client’s families. Listen in as he shares the return on engagements and connecting. Resources: Please send Comments, Questions, and Feedback to: mojo@cannonfinancial.com Please send First Friday Feedback submissions to: mojo@cannonfinancial.com