Curious what will set great advisors apart as AI takes over planning and portfolio work? 

After a powerful three-day training with a group of rising advisors, I’m more convinced than ever: your edge won’t be technical—it’ll be your ability to connect, coach, and lead. 

In this episode, I’ll sho...

Let’s talk about something that doesn’t get discussed enough: why chasing more money isn’t the path to fulfillment, and why so many advisors still fall into that trap.

In my career as a coach to advisors, I've seen it time and again: they achieve the financial goals they thought would bring them...

In this episode, I break down why doing a mid-year business review isn’t just a good idea—it’s essential if you want to finish 2025 strong.

I’ve worked with thousands of advisors over the years, and one thing is clear: the most successful ones take time to stop, assess, and adjust. That’s what t...

In this episode, I discuss why momentum is the real driver of long-term success for financial advisors.

Working with thousands of advisors over the years, I’ve seen how easily momentum can be lost due to things like vacations, illness, or even celebrating big wins. That’s why I focus on helping ...

In this episode, I explain why integrating your business and personal life, rather than trying to balance them, is the key to building a sustainable and fulfilling advisory practice.

After over 30 years of coaching financial advisors, I've seen that the traditional idea of balance often leads to...

In this video, I share why “blowing up” your business model on paper is something every financial advisor needs to know about, breaking through growth ceilings and designing a scalable, fulfilling practice.

As someone who has coached successful advisors for 31 years, I've seen time and again tha...

Hi everyone and welcome to The Magellan Network Show. Everyone's talking about it—AI. From ChatGPT to niche tools, artificial intelligence is becoming increasingly visible in our industry. But here’s the question on many advisors’ minds: Will AI replace us?

In this episode, I unpack why the answ...

 Hello and welcome to The Magellan Network Show. Today, I want to discuss the difference between needing a brand-new strategy versus simply executing better on what you're already doing. I recently spoke with a successful advisory team that was feeling stuck and eager to ignite growth, which spar...