As I promised in our last episode, we're going to talk about understanding your mindset in a series of mini-masterclasses. And one of the elements in the mindset “bucket” is your beliefs. So let's talk about beliefs and why they're critically important.

In my nearly 3 decades in this industry, I...

Around this time each year, I start getting ready to lead my clients and members of the Magellan Network through a multi-day live business planning process. And one of the key deliverables we discuss there is understanding your mindset. Today’s episode will be sort of a primer, and then we’re ...

Ever been in a situation where you get up in the morning all jacked up, you’re excited, motivated, committed and you feel like you can’t wait to get to work and make things happen, but when you come to the office, it suddenly feels like someone pulled the plug and your energy and enthusiasm - all...

In my nearly 30 years in this industry, advisors becoming overwhelmed have become a common occurrence. Most in this industry often find themselves with so many projects going on, and with so many plates spinning, that they feel strangled and without oxygen.

In this episode, I’ll discuss how advi...

For over 12 years now that I've been running mastermind groups for advisors, I've come to the conclusion that if you're serious about your success as an advisor, you need to either start your own group or find a group that you can resonate with.

Masterminds are about bringing like-minded people ...

When we think about elevating our game, there are 3 identities that we have to make sure that we are constantly developing. These are:

1. The Financial Advisor
2. The Business Owner
3. The Entrepreneur

In this episode, I will share with you why these 3 are very important and why they need to be hi...

Lately, I’ve been having conversations with some prospects who are looking to engage me as their coach. And one of them mentioned that he’s been working really hard as an advisor for 20 years, yet he doesn’t understand why he isn’t more successful.

Most advisors see success in this game as a binar...

We all know that after Labor Day, time seems to speed up with several major holidays coming right around the corner. This is why now is the perfect time to have a conversation on the things we need to get done for the remaining months of the year. I need you to consider your year-end game plan as...