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Since 2010, I have recorded hundreds of videos and audios. Each week I share brand new ideas, concepts, case studies, and strategies that you can execute in your business today. Subscribe today so you don't miss out.

Advisor Coaching Tips to Regain Momentum in 2025 Jun 27, 2025

In this episode, I discuss why momentum is the real driver of long-term success for financial advisors.

Working with thousands of advisors over the years, I’ve seen how easily momentum can be lost due to things like vacations, illness, or even celebrating big wins. That’s why I focus on helping ...

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2025 Financial Advisor Coaching: Integrate Business & Life Jun 20, 2025

In this episode, I explain why integrating your business and personal life, rather than trying to balance them, is the key to building a sustainable and fulfilling advisory practice.


After over 30 years of coaching financial advisors, I've seen that the traditional idea of balance often leads to...

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Blow Up Your Advisory Biz in 2025? Here’s Why You Must! Jun 13, 2025

In this video, I share why “blowing up” your business model on paper is something every financial advisor needs to know about, breaking through growth ceilings and designing a scalable, fulfilling practice.

As someone who has coached successful advisors for 31 years, I've seen time and again tha...

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Why AI is Not Going To Replace You - The Financial Advisor Jun 06, 2025

Hi everyone and welcome to The Magellan Network Show. Everyone's talking about it—AI. From ChatGPT to niche tools, artificial intelligence is becoming increasingly visible in our industry. But here’s the question on many advisors’ minds: Will AI replace us?

In this episode, I unpack why the answ...

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New Strategy vs. Better Execution May 30, 2025

 Hello and welcome to The Magellan Network Show. Today, I want to discuss the difference between needing a brand-new strategy versus simply executing better on what you're already doing. I recently spoke with a successful advisory team that was feeling stuck and eager to ignite growth, which spar...

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Your Summer 2025 Game Plan May 23, 2025

Hi everyone and welcome to The Magellan Network Show. It's Memorial Day weekend, which means we're entering "Period Two" here in the Magellan Network—Memorial Day to Labor Day. In this episode, I share why I love the summer and, from 30+ years of coaching advisors, why it can also be a trap witho...

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Grow Your Practice By Doing Less May 16, 2025

Hello and welcome to The Magellan Network Show. Today, let's talk about what it takes to grow your business—what works, what doesn't, and how to cut through the noise. I've seen advisors try everything from seminars to social media, and while some crush it, others struggle with the same strategie...

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Why Every Financial Advisor Needs a Sabbatical May 09, 2025

Hi everyone and welcome to The Magellan Network Show. If you’ve been following me over the years, you’ll notice I’m not in my usual office setup—because today, I’m coming to you from the heart of Liverpool, England, where I’m wrapping up my spring sabbatical.

In this episode, I’m diving into a f...

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