The Magellan Network Podcast

The Magellan Academy & Network The rules and tools for success in the financial services industry are about to change radically. I have spent over 25 years coaching only financial advisors. In that time, I have personally conducted over 50,000 individual coaching sessions. I have built a profound knowledge base of what it takes to achieve lifelong success in business and life. In my career, I have...

Hi and welcome to the Magellan Network Show. The new year often signifies a fresh start which is why we set goals in the hopes that this year’s outcome will be better than the last. This makes January the month where people are most focused and motivated to hit their goals - for the first 4 weeks at least. The month of February has the opposite effect especially on the financial planning industry....

Hello, everyone. Coach Joe here and welcome to the Magellan Network Show. For our series about strategies on how to make this year your best year ever, we’ve already covered why you need to make a decision on how your game for 2021 should look like, why you need a morning success ritual and how to make a powerful daily game plan. But all these strategies will be wasted if you gas out before noon a...

Hi everyone and welcome to the Magellan Network Show. Today’s episode is a continuation of our series about strategies on how to make 2021 your best year ever. Last week, we talked about having a morning success ritual where we get our mind right and prepare to get into our day. This week, we’ll have a conversation on how to create a powerful daily game plan. In my more than 2 decades as a coach,...

Hello and welcome to the Magellan Network Show. In last week’s episode, we talked about making a decision on what your game plan is going to be for 2021. Once you’ve determined that for yourself, you need to take action to make it happen. So for today’s episode, I’m giving you very specific strategies on how to make this year, your best year ever. If you ask me, what is the one thing that every ad...

Hello everyone and welcome to the first episode of the Magellan Network Show for 2021. What I originally planned for this episode is that I share with you some tips and strategies on how to make 2021 your best year. But I realized that it may be too early for that because strategies and concepts are great only when you put them into action. For today, I’d like to have a conversation about mindset....

Hi everyone and welcome to the Magellan Network Show. Today’s a special episode because we are currently having our multi-day virtual strategic planning process for 2021. And since this is the time when most of us are gearing up for the coming year, this is also the perfect opportunity to talk about the recipe for elevating ourselves. Inside the Magellan Network, we have a simple but powerful form...

Hello and welcome to this episode of the Magellan Network Show. Today, I’d like to show everyone a breakdown of my strategies and secrets on how we do business planning inside the Magellan Network. In my 19 years of doing business planning for financial advisors, I noticed that there has been a number of misinformation on how to do a proper business plan. Mostly, it’s associated with just writing...

Hello everyone and welcome to the Magellan Network Show. First off, I hope everyone had a meaningful and safe Thanksgiving holiday. A couple of weeks ago, we kicked off our multi-episode conversation about strategic planning for 2020. As a continuation of that episode, this week I’d like to focus on planning, specifically how to do the planning and preparation. When it comes to business planning,...

Hi, Coach Joe here and welcome to the Magellan Network Show. Today, we are going to start our multi-episode conversation about strategic planning for the upcoming year. For this episode, I would like to inspire you on why you need to put some time, energy and effort in putting a plan together for 2021. Being an advisor is the only profession that I am aware of where you can have economic abundance...

Hi and welcome to the Magellan Network Show. We’re almost halfway through November and there’s about six weeks left before the year ends. In this episode, I’d like to talk to you about how to really wrap up 2020 and how you can position yourself right out of the gate come 2021. This has been an undeniably stressful and unique year. And whether you were able to rockstar your game throughout the yea...

Hello! Coach Joe here and welcome to the Magellan Network Show. Let me ask you something: Are you selfish enough to achieve all your goals? Are you putting yourself first before anyone or anything else to become successful? In my 27 years working with advisors, I’ve noticed that if you approach this business where you’re always putting yourself last, it is virtually impossible to happily achieve w...

Hello! Coach Joe here and welcome to the Magellan Network Show. I’d like to start today’s episode with a question: How do you break out of a slump? What do you do when you find yourself uninspired or that you’re just going through the motions? There are 3 main components that determine whether we succeed or fail at the things we do: our physiology, focus and internal dialogue. When all these 3 ali...

Hi and welcome to the Magellan Network Show. I have a question for you: What is your process to convert a prospect into a client? When somebody enters your world seeking help, what is your approach? Typically, an advisor would invite a prospect to the office (via zoom or phone call nowadays), then they dig right into their portfolios. Next, a meeting will be set where the advisor would then show t...

Hi, Welcome to the Magellan Network Show. For this episode, I’d like to have a conversation with you about what type of leader are you? How do you lead your team, clients and most importantly, yourselves? Listen to this podcast to learn how an effective leader should show up and what you can do to elevate your leadership game. Join the 2021 Magellan Strategic Planning Virtual Interactive Experienc...

Hi, Welcome to the Magellan Network Show. Today, I’d like to have a coaching conversation with you about what you need to do to: 1 - finish off 2020 in a very powerful way, 2 - set yourself up for success in 2021. It is important that you assess where you’re at right now. Has this been a great year for you? Or, have you had some hits but also some misses? Or, have you been on survival / scarcity m...

Hi, Welcome to the Magellan Network Show. For today’s episode, I’d like to talk to you about investments. As an advisor, what do you think is the most important investment that you can make? After decades of being in this industry, I’ve found that advisors face a big blind spot when it comes to this topic. Most would do either one of two things: buy stuff as a reward for themselves or, spend on “s...

Hello everyone and welcome to the Magellan Network Show. Today’s topic is something that most advisors avoid talking about: Being burned out. A condition made a lot worse by this pandemic crisis. A common cure for exhaustion is to go out, have a vacation and give yourself time to recharge. But what happens if you can’t go on a vacation because you’re forced to stay at home? This is one of the bigg...

Hi, Welcome to the Magellan Network Show. Today I’d like to tackle everybody's favorite topic: TIME MANAGEMENT. This is one of the basic things you have to master as an advisor if you want to level-up in this business. Interestingly, most advisors fail at the very concept of time management. In my 26 years in this business, I’ve found one thing that’s consistent: 80 - 90% of advisors fail at under...

Hi, Welcome to the Magellan Network Show. September is here and today, I’d like to have a post Labor day conversation with you. Historically, this is the month when advisors have to make a choice and answer an important question: How are you going to play for the rest of the year? At this point, most advisors fall into 3 different conditions. There are those who are hitting their goals, those who...

Hi, Welcome to the Magellan Network Show. As we’re getting ready to rockstar our way into the coming months, I thought I could provide some inspiration by sharing a bit of my story. I am not an overnight success. Like most advisors, the first 3-5 years of my career was a battlefield and I was struggling to survive. Then came a point when I started to figure things out. I shifted onto the next leve...

Hi, Welcome to the Magellan Network Show. Today, I’d like to talk about: GOALS. Now may be too late to set goals for the year or too early for the next, but there never is a bad time to talk about success. One of the things I noticed in my career is that when someone sets a goal, they usually set a target which comes in a form of numbers especially for production goals. This alone will not be enou...

Hi, Welcome to the Magellan Network Show. Today’s episode is about everybody’s favorite topic: Failure. We as humans are hardwired to avoid situations where we might experience pain or failure. It’s part of our “fight or flight” response. Most advisors I know do everything they can to avoid failure. The problem with that is it holds you back from taking action. If you think about it, none of us ar...

Hi, Welcome to the Magellan Network Show. When we talk about August, we usually imagine lazy days spending vacations and time with our families. While this may be the best time to relax and rejuvenate, this is also the worst time for most businesses. In the advisor world, if you take a break for August and wait until after Labor Day to get back into the game, you basically lose September. As an ad...

Hi everyone and welcome to the Magellan Network Show. For today’s episode I’d like to talk about COI’s or Centers of Influence. In general, these are people who can boost your market access and credibility through referrals, testimonials, and word-of-mouth. As financial advisors, our COI’s are usually CPA’s. In an ideal world, we have 2 or 3 rockstar CPA’s who can flood us with qualified referrals...