PODCAST / VIDEOS
Since 2010, I have recorded hundreds of videos and audios. Each week I share brand new ideas, concepts, case studies, and strategies that you can execute in your business today. Subscribe today so you don't miss out.
In this episode, I want to share with you a modern process to take a prospect and convert them to a client.
In our industry, there's not a lot of good sales training or influence training. There's product training, and we’ve worked around that throughout our careers.
I developed many years...
In this episode, I want to talk about three different, yet three interrelated scenarios for advisors. I want to talk about marketing, branding, and business development. Three things you all need to master and determining what the key differentiators are. So let’s get into it on...
Today, I want to talk to you about uncertainty and really mastering your mental and emotional states. As advisors we always like to talk about our intellectual capital, we like to talk about our designations, how smart we are, how adept we are to financial planning, or portfolio construction....
Today I want to talk to you about one word - certainty! Why is this word so important? If you think about it from an emotional standpoint, most human beings seek certainty. As an advisor, you have to be certain you deserve the business and will do a great job for somebody. You have to be certain...
Today, I want to spend some time talking about an overlooked skill that every advisor needs to master to fulfill your full potential. In our space right now we have a ton of technology. We have new tools from automated financial planning tools to communication tools to presentation tools. You...
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...
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,...
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...
