INTRO ZOOM

PODCAST / VIDEOS

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.

How Advisors Need To Set Goals Jan 12, 2024

Hi everyone! Welcome to The Magellan Network Show and welcome to 2024. Last week, I shared 21 strategies for a great start to this new year. For the next couple of weeks, we’ll unpack some of these strategies and provide details and action items that will help you deploy them.

In today's episode, ...

Continue Reading...
How to Get Off to a Great Start in 2024 Jan 05, 2024

Hello and welcome to The Magellan Network Show. Happy 2024, and I hope everyone had a fantastic holiday season! As we welcome the new year, the financial advisor industry presents new challenges and opportunities, highlighting the need for a strategic and well-informed approach.

Whether you're a s...

Continue Reading...
How to Reinvent Yourself: My Personal Story Dec 29, 2023

Hello and welcome to this very special episode of The Magellan Network Show. Season's Greetings and happy holidays! I sincerely hope you're savoring precious moments with family and friends while gearing up for 2024.

Every year, I organize The Magellan Vision, which is a multi-day business plann...

Continue Reading...
How The Financial Advisor Game is Going To Change Dec 15, 2023

Hello everyone! Welcome to The Magellan Network Show and Happy Holidays! It’s mid-December, and it's that time of the year again for my annual reflection on the state of the industry as we go into the new year.

There were numerous concerns about market conditions this year, and many advisors got c...

Continue Reading...
Why Profits Must Matter Dec 08, 2023

Hi everyone, and welcome to The Magellan Network Show. In our previous episode, we discussed how mindset and vision play a huge part in an advisor’s capacity to grow. However, another crucial component impacts an advisor’s growth – the ability to handle profits.

Most of you are probably familiar w...

Continue Reading...
Why Advisors Fail to Grow Dec 01, 2023

Hello and welcome to The Magellan Network Show. As we venture into the year's final month, I'd like to delve into a question raised during our recent strategic planning event: Why don't advisors continue to grow?

For as long as I've been in this game, success has always been measured by the number...

Continue Reading...
How Standards Have a Massive Impact On Your Goals Nov 17, 2023

Hi everyone! Welcome to The Magellan Network Show. With a week away from Thanksgiving (and a few more until 2023 ends), it’s the perfect time to reflect, plan, and set goals for the coming year.

In my nearly three decades of being a coach to advisors, I’ve realized there’s a gap between setting an...

Continue Reading...
Why Advisors Fail at Business Planning Nov 10, 2023

Hello and welcome to The Magellan Network Show. This week, we’re going to continue our conversation about business/strategic planning. Today, I’ll be talking about the importance of business planning and why most advisors fail at it. 

Twenty-four years ago, goal-setting or business planning prog...

Continue Reading...