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...

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...

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...

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...

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...

What is the best way for you to get a new client as a financial advisor? If you're thinking of cold calling and seminars you're missing what I'm saying here. There are two main ways that my clients like to grow their business. One way is through introductions and referrals, but the number one...

Welcome to this very special episode of The Magellan Network Show! February 1st, 2019 marks my 25th anniversary of being a coach for financial advisors. I've done over 52,000 individual coaching sessions and it has been my privilege to do this. I want to thank you all! In my latest episode I go...

In my last episode I promised you a story about a particular person and it's a very important story. It's not an easy story for me to talk about, but I think as human beings we learn more through stories and metaphors. I want you to pay attention to this story because it's very important...