Success Benchmarking For Financial Advisors

Hello everyone and welcome to The Magellan Network. We are approaching the end of 2023, and November typically marks the start of strategic planning for your personal and professional goals.

In my almost three decades of being a coach, I have established 21 different success benchmarks for financial advisors. In this episode, I’ve put together a mini-masterclass to walk you through a few of these benchmarks.  

My goal for today is to inform you why these benchmarks matter, how you can use them to improve yourself and to inspire you to join me in the Magellan Vision 10x 2024 Masterclass so we can work on a 10-year vision plan for yourself.

I also talked about the following:

(06:03) The value of having a written 10-year strategic plan

(06:28) Why it’s important to invest 10% of your capital and time back into yourself

(11:13) Why associations matter

(19:11) How your health influences your earning potential

(20:59) What I learned about success in this industry

I invite you to be a part of our 23rd annual strategic planning conference: Magellan Vision 10x 2024 Masterclass. Join the virtual event and get access to all recordings, tools, and templates you need to 10x your game.

Register Today!  → 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.

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

Get Your Free Access to the Powerful Tools, Strategies & Masterclass