How to Win at the Game of Business: Financial Advisor Coaching 2025

Have you ever thought about what really changes for Financial Advisors when they stop seeing this as a job and start seeing it as a game they’re meant to win?

In this episode, I break down why framing your role as a game gives you the freedom to take risks, embrace failure, and build momentum year after year in what can truly be a 50-year career.

I’ll walk you through how playing “the long game,” improving your skills, and adapting your strategies over time can create the economic abundance and time freedom most advisors never realize is possible.

🎯 What You’ll Learn:

• Why treating your advisor role like a game transforms how you handle failure, rejection, and risk
• How long-term thinking and continuous improvement create a path to world-class performance
• Why adaptability, strategy shifts, and avoiding complacency will determine who wins in the next chapter of our profession

⏰ Timestamps:

(09:01) Why reframing rejection and failure helps you play bigger and bolder

(12:23) Why world-class advisors commit to excellence 24/7, 365

(13:27) How becoming more valuable transforms your opportunities and your team

(14:23) Why comfort signals the moment you stop growing

(14:58) How “just getting through the day” becomes the biggest threat to your success

(18:09) How adapting your strategy each season keeps you winning the long game

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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