How to Master the Art of People: Coaching Secrets for Advisors 2025

What if the future of financial advising isn’t about mastering spreadsheets—but mastering people?

In this episode, I share why the advisors who will thrive aren’t just great planners—they’re great communicators and coaches. I’ll introduce Mastering the Art of People, my new 21.5 CE credit program designed to help you connect deeper, influence better, and stay ahead in an AI-driven world.

🎯 What You’ll Learn:

• Why shifting from planning to coaching gives you a real competitive edge
• How to pre-frame, reframe, and deframe client perspectives
• The emotional and communication skills that set top advisors apart

⏰ Timestamps:

(11:25) Why 90% of clients crave emotional guidance—not data
(14:16) Why great advisors ask powerful questions, not give great presentations
(15:16) How virtual meetings can deepen trust and reveal more truth
(19:28) Why your energy defines your influence and results
(24:25) How the advisor of 2030 will lead through coaching and influence

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Don’t miss your chance to elevate your advisory game. Mastering the Art of People is now open—but only until Monday, October 13 at noon (ET). Earn 21.5 CFP® CE credits, sharpen your coaching and communication skills, and future-proof your practice in an AI-driven world. Once it closes, it won’t reopen for another three years—so lock in your spot today and own it for life.

Click HERE to register - https://www.magellannetwork.net/map 

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The Magellan Academy & Network

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

I have spent over 30 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 thousands of advisors (below are videos 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 “cookie-cutter” process. 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.
• Training videos of 20-30 minutes each. This will be a deep dive into the 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. As 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 those 14 days.

If, after experiencing my work for 30 days 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.

Take action now and complete the short form below and I look forward to welcoming you personally inside the Magellan Network.

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