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...

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...

 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...

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...

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...

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...

Hello and welcome to The Magellan Network Show. Today’s theme: To profit or not to profit?

I was recently introduced to a veteran advisor—15 years in the business, independent, deeply committed to his clients. But when we looked under the hood, it became clear: he’s running a non-profit. Not by ...

Hi everyone and welcome to The Magellan Network Show.  As someone who likes to keep things simple, I’ve often noticed how advisors tend to make things more complicated than they need to be, especially when it comes to client relationships.

This all started when a new client asked me a powerful q...