Elements of a Great Strategic Plan

 Hello everyone and hope you’re having a great holiday season. We’re down to the last days of 2021 and I hope you're getting ready for a stellar, bigger, brighter and bolder 2022.

For today’s episode, I’d like to continue our conversation about strategic planning and walk you through the different elements of how I like to do my own strategic planning and how I help all my clients do it.

In my 20 years of experience doing this, I’ve found that doing each step in a very methodical, systematic approach is the way that works.

I will also talk about:

• Why it’s not advisable to do your strategic planning in your tactical environment
• The challenge most advisors have with goal setting
• Why mindset is a foundational part of success
• What is biz dev?
• Why we don’t use the term “client” anymore

We had our 2022 Magellan Strategic Planning and Masterclass in Fort Lauderdale back in November and the feedback was phenomenal. To take a look at some of our behind the scenes and see if this masterclass is for you, go to https://www.fabizplan.com/

The Magellan Academy & Network

The rules and tools for success in the financial services industry are about to change radically.

I have spent over 25 years coaching only financial advisors. In that time, I have personally conducted over 50,000 individual coaching sessions. I have built a profound knowledge base of what it takes to achieve lifelong success in business and life. In my career, I have transformed 1,000’s of advisors (below are video and written testimonials by many of them).

Many of you probably paid thousands of dollars to various coaching programs with very mixed results. Most coaching programs are just that. A pre-planned process that is “cookie cutter”. Where they have salespeople having to “sell” you on their program and results. In most cases, it’s about the coach, their ego, and their money. They base their program on “practice management” or “marketing”. They make you more intelligent. What they all fail to do is help you make that “mindset” shift that must happen for you to realize your dreams and vision.

I am going to coach you, teach you, inspire you, and train you all on your mobile device every business day. You are going to get better at business development, practice management, personal development, and your vision.

Here is what you are going to get from me each month:
- A 5-10 minute morning coach video each business day.
- 3 training videos of 20-30 minutes each. This will be a deep dive into four areas I mentioned above.
- A live group coaching session where you and I can interact and work together.

Here is what you can do each month:
- Post a question to me and I will answer it.
- Collaborate and associate with like-minded advisors.
- Invite other great advisors into the network.

Your Bottom Line:
Here is the deal. I am not going to ask you for a credit card. Like I said before, coaching is personality driven. You might not like my style or tactics. So with that in mind here is my offer to you. Complete the short form below. You will receive an email with detailed instructions on how to join the network for the next 14-days. I personally approve each submission so this might take a few hours or a day at the most. I will not ask for compensation of any kind during that 14-days.

If after experiencing my work for 30-days and if you believe that I can help you, here is the deal. To remain in Magellan Network and have access to Magellan Academy, your daily investment in yourself will only be about the price of a Latte these days. One more thing, it’s a month-to-month deal. I’m not going to lock you into anything.