It is now the end of July, and I find this window of time is very dangerous for advisors. Let me explain why. Many times what we’ll do is get into the summer doldrums or adult days of summer. I get it many of you want to take sabbaticals and it’s doable, but we need to come up with a plan to get y...

I am getting ready to host our annual Magellan Leadership Conference in Orlando, Florida, and I thought it would be a great time in this episode to talk about leadership. Let's face it being an advisor in this space leadership is not a part of your syllabus. You get your Series 7, Series 63, Serie...

We're very close to the mid-year of 2019. As a lot of us are getting ready to go on our major breaks and celebrate the Fourth of July, I thought this would be a very good topic. Let's talk about the three different business and life conditions that you will find yourself in, throughout your career...

In our industry today, there is a plethora of coaches. When I started back in 1993, I could think of maybe four or five of us who pioneered this industry. Now, there are probably up to 500 to a thousand business coaches that specialize with advisers. Now, why is that? I think it's for two reasons....

I find that a lot of times when you look at advisors and just at human beings in general, it's halftime. We have 2019 in the books, and some of us are wondering where the hell it went. Before we know it, the holiday decorations will be up and we'll be thinking about 2020. You're in one of three co...

Recently, I did a private webinar for a group of advisors. In the Q and A section, I was asked, what's the key element to being successful long term as an advisor. We're not talking about having a good month or quarter or year. It's really a career-long success. To learn more about how you can lev...

When advisors think of an investment, most think of education, marketing, or the practice. While all those things are accurate, the difference is between a person who succeeds at a high level and someone who just does okay. To know more about what’s the best investment you could ever make, watch m...

I'm going to share with you today, keywords or phrases that cost advisors millions of dollars in their career and why it's so important that we get our arms around this. Not just as advisors, but as human beings also. To know which words you need to avoid to get on the path to making millions, wat...