How to Optimize Your Business Part 1

I've been working as a coach for almost 30 years and have dealt with over 2,500 practices. And when I look at a practice, I look at everything. I look at the owner, the leader, the team, the client, the processes, the systems, the marketing, their branding, and business development.

I realized that a lot of times advisors don't need more clients, you need more profits. And in order to do that, you need to optimize every aspect of your business to ensure that you get not only the highest and best outcome and return on investment, but the highest and best use of your time, focus, energy, and effort as well.

In this 2-part episode, I will give you tangible deliverables that you can deploy in your practice today so you can start optimizing your business.

I talked about:

(02:49) What is optimization all about?
(04:35) Why most advisors under charge for the services they provide
(08:42) The four domains of optimization
(10:59) How do you make a better version of you
(14:56) The 3 energies you need to run your business
(18:32) Why you need to consider yourself a leader
(25:49) The biggest thing that’s holding my clients back right now
(30:15) The importance of tracking your KPIs
(32:58) Why you need to look at where your last 20 clients came from

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.

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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