Coaching Programs & Projects

Magellan Network

Get Free Access To Over 100 Masterclasses, Tools, Templates, and Recordings.

You will learn how the most successful advisors do strategic planning, execute marketing, plan their days, create powerful morning success rituals, lead their teams, and grow their success. 

Magellan Network Pro

On-demand coaching and training delivered to your desktop or mobile device. Think of it, as the “Netflix of coaching & training for financial advisors.” There are hundreds of videos, audio, forms, tools, and access to our 12-step business planning process. Apply for your 14-day Free Magellan Network Pro membership.

Magellan MasterMinds

In 2013 I invited 12 clients to join me in a mastermind/study group. Our purpose is to explore success, growth, and the creation of the game to go from abundance to prosperity. Today, we have several groups that have evolved into over 40 advisors committed to having it all. To apply for a seat and more information

Magellan Vision Strategic Planning Conference

I host the industry’s only multi-day business and strategic planning conference every November. For three days, we work on our mindset, vision, branding, marketing, and business development. For more info: fabizplan.com

18 Secrets of Top-Level FA Productivity

I have developed 18  benchmarks during my 30 years as a coach. If you want to find out how to stack up strategies to improve your performance in this game of business and success, click the button below. This is FREE to you

Personal Coaching

I personally work with a select group of financial advisors in a very hands-on way. My engagements are month-to-month. My average client has been with me for over 13 years with several 20+ years. If you believe you are ready for this type of coaching relationship, it all starts with an intro call.