Transform Yourself as a Financial Advisor: 10 Tips (2025) | Part 1

What if the biggest ceiling on your business isn’t the market—but you?

In this episode, I share why your current results are a direct reflection of who you are right now—and how breaking through to the next level requires you to evolve into a new version of yourself. 

I’ll walk you through the process of defining that next version, being brutally honest about your current gaps, setting clear and specific goals, and building the non-negotiable morning rituals that prime you for success.

🎯 What You'll Learn:

• Why your bank account is tied to who you are today—and who you’re becoming next
• How to script your “next version” with the habits, skills, and mindset you need
• Why consistent routines and investing 10% of your revenue in growth is non-negotiable for long-term success

⏰ Timestamps:

 (05:57) Why the real challenge isn’t your business—it’s you
(08:06) How to design the next version of yourself like a screenplay
(10:55) Why brutal honesty about your gaps drives real growth
(14:21) How morning rituals become non-negotiables for transformation
(18:36) Why can’t you reach new income levels by doing the same old things

____

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.

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