Hello everyone and hope you’re off to a great start this 2022. Today I’ll be covering the first of a 2-part mini-series about what the ultimate morning success ritual looks like for a world-class financial advisor.

In my 20 years of coaching advisors, I’ve found that the first thing most of you ...

Hello and welcome to the Magellan Network Show. We’re one week into 2022 and we’re continuing our conversation about how to make this year, our best year ever.

Monday, we talked about how to mentally frame a transition and “prime the pump” as we go into the new year. Today, we’ll talk about a ma...

Hello everyone and welcome to our first episode of The Magellan Network Show for the new year! Today, we’ll have part one of a 2-part mini-masterclass on how to go ahead and make 2022 your best year ever.

This past year, most of my client base had a record year in terms of top line, with new money...

 Hello everyone and hope you’re having a great holiday season. We’re down to the last days of 2021 and I hope you're getting ready for a stellar, bigger, brighter and bolder 2022.

For today’s episode, I’d like to continue our conversation about strategic planning and walk you through the differe...

 Last week, we talked about the importance of having a strategic plan. For today’s episode, I want to continue our conversation and focus on the common reasons why some advisors fail at strategic planning.

According to a study, 75 to 80% of advisors don’t have a written strategic business plan. ...

Hello everyone and welcome to December! For most of us, this is the season for holidays and festivities. In our industry, this is also the strategic planning season. For the next several episodes, I’d like to go over the elements of a strategic business plan and share some dos and don’ts of build...

Hello everyone and hope you all had an amazing Thanksgiving weekend. Over the past several weeks, we’ve talked about the different elements of mindset: our belief systems, values, internal dialogue, and self-image. Today, I’d like to discuss the last element, which in my experience, is the most i...

For the last several weeks, we’ve been talking about mindset and how it’s like a recipe made of different vital ingredients. So far, we’ve discussed beliefs, values, rules, and our self-dialogue. Today, we’ll take a deeper dive into our self-identity and why this is critically important.

We, as ...