Several weeks ago, I hosted my M2 Mastermind meeting in Clearwater. These are handpicked financial advisor clients of mine who come together several times a year to mastermind, strategize, and talk about best practices. I always present a new concept for the group and they get it first. This past ...

In this episode, what I want to talk about is everybody’s favorite subject. Adversity. Right? Obviously, it’s not. But if you live at all and you’re in business in any shape or form, let’s face it adversity is going to show up on your doorstep. It’s not a question of “If” but it’s a question of “w...

You're so afraid that you'll get fired by a client that you operate in a fear scarcity mode. You can never scale your business this way. Let me explain why. You can go ahead and make a decent or good living operating your business this way but really, what we're talking about here is operating you...

Recently I was asked what are the most important things an advisor needs to do? If you had to put some core principles on the table what would they be? In this video, I'm going to cover our Magellan Core Five. If you really think about any successful business you will find patterns and systems tha...

What I'm going to do is share with you some new concepts, something that I personally work on with my coaching clients for many, many years, but really don't talk about it here in a public forum. To find out how to optimize and leverage your business to get maximum profits, watch my latest episode...

In your career as an advisor, you're going to run across, hopefully, lots of situations where you're waiting on a client or a prospect to give you the "thumbs up". Most of the time, these tend to be big or lucrative scenarios. A lot of advisors are really challenged in managing their emotional sta...

I have a question for you. Are you being an impostor? What I mean by this is our industry helps people create plans for their financial future. Yet, I have asked many advisors where their financial plan is and when they last updated it. Only about 20% come back to me with an answer. I would like o...

In this episode, I have a very important question for you. Are we as an industry losing the capability to have conversations with clients and prospects? We have tons of new wonderful software tools and I see us as becoming an industry where it's data in, crunch it out, and put it up on a nice scre...