The Magellan Network Podcast

Hi, Welcome to the Magellan Network Show. Happy 2020 and hope you had a great holiday. To set off on the right foot this new year, I would like to talk about what every advisor needs to do to kick ass this 2020. I’ve always believed that your best year is THIS YEAR. It doesn’t matter what you have done in the past, what matters is that you are constantly trying to improve yourself in this game. Th...

Welcome to the Magellan Network Show. Today I want to devote this episode to goal setting. I know this sounds so basic to you but there are a lot of nuances in terms of coming up with goals. Consider this as training that you can use to write your goals and business plan. Remember, never go to the new year or the new decade with concepts rattling in your mind. I want you to have clarity on what it...

Hi, Welcome to the Magellan Network Show. As the new decade draws near, it is important that we come prepared with the right frame of mind. So for today’s episode, I want to talk about how some advisors sabotage their own success and growth by being in the wrong mindset. What we do as Advisors is important work -- It’s serious business! I noticed some advisors that I came across have this concept...

Hi, welcome back to The Magellan Network Show. It's the last month of the year and not only are we about to exit 2019 but also the decade. The year 2020 is a brand new decade! If you're thinking of what to do right now, you need to look back at 2019 and be honest with yourselves. Here are some guided questions as you look back at the current year. What have you done well? What do you need to do be...

Hi, Welcome to The Magellan Network Show. Today, I am here at Sonesta Fort Lauderdale together with about 90 advisors. We'll be here for the next couple of days for the 2020 Strategic Planning Conference. In this episode, I want to talk to you about Planning. We're near Thanksgiving and the Holidays which means 2019 is quickly coming to an end. The year 2020 is the start of the new decade. And her...

Welcome to The Magellan Network Show. Recently, someone reached out to me on LinkedIn and needs a piece of advice. He is a new Advisor, started about a year ago, working at a major firm who is struggling and frustrated. At this point, he doesn't know if he is in the right place. The Magellan Academy & Network The rules and tools for success in the financial services industry are about to change ra...

Welcome back to The Magellan Network Show. In this episode, I want to give one question to every advisor. The question they need to ask themselves to continue to grow their business. 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 person...

In this episode, I want to continue our discussion going into how to create a powerful daily game plan. In the early days of my career, I watched top performers. I observed them and watched how they approached their day. I found out some common things they did to have a rockstar day versus just having a regular business day. When you think about your day, is it going to be a tactical day or strate...

Welcome to this episode of The Magellan Network Show. Today, I want to give you a debrief of a special meeting that I recently facilitated. I invited six (6) of my long-time clients whose business valuation have excess of $5M or more. I wanted to see what would be the outcome if I put together six (6) Advisors/CEO's of their own enterprises in one meeting. A lot of advisors aspire to reach the top...

Welcome to The Magellan Network Show! Today, I want to share with you what I teach with my clients. My powerful morning success ritual that gets my clients to have a powerful and successful business day. You can do it too! Let me ask you this question. How do you spend the first 30 to 60 minutes of your day? The first 60 minutes set the tone for the day. Here are two possibilities that I want you...

It’s another episode of the Magellan Network Show. One of the Core Four that we have inside Magellan Network is RITUALS. As human beings, rituals are those things that we do on a regular basis. Now, rituals can really be put in one of two buckets, the things that serve us and the things that hurt us. In the advisor’s world, we have rituals that would serve us. Rituals like getting up early, eating...

In today’s episode, I want to talk to you about creating a 4th quarter game plan. We just entered the 4th quarter of 2019! The 4th Quarter is a little bit different than the other quarters of the year. This is the time you wrap up everything for 2019 and take a look where you want to head towards 2020. So today I want to share with you the steps you can do to prepare for the coming year. Remember,...

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'm preparing right now to teach my new program called Get The Yes. Get The Yes is predicated on modern marketing and sales practice...

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’s episode. http://www.ipginc.net/2019/09/why-all-advisors-need-to-understand-the-difference-between-marketing-bran...

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. What it really gets down to though is how successful we really are. Think about this, what's the differenc...

___________________________________________ 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 succes...

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 can literally spend hundreds of thousands of dollars every month on just tools and we rely heavily on thes...

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 plan to get you there. The reality is if you want to have a dynamite September, October, November, and December you...

Welcome to my new experiment. Instead of writing in my journal each day, I will record my thoughts and post them. My goal in doing this is to keep me focused on the "big picture" things and also to set an example to all my clients inside of our coaching game at MagellanNetwork. Net

Recently I had a great morning ritual while on a trip to California. I decided to make a recording of my thoughts.

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, Series 65, CFP, CFA, and many others, but there’s not really a leadership course. I have developed several...

I find that a lot of times when you look at advisors and just at human beings in general, it's halftime. We have 2019 in the books, and some of us are wondering where the hell it went. Before we know it, the holiday decorations will be up and we'll be thinking about 2020. You're in one of three conditions right now. You either had a very good first half of the year, there are some things you could...

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 career as a financial advisor. On the spectrum, we have contraction, the status quo, and expansion. To see w...

In our industry today, there is a plethora of coaches. When I started back in 1993, I could think of maybe four or five of us who pioneered this industry. Now, there are probably up to 500 to a thousand business coaches that specialize with advisors. Now, why is that? I think it's for two reasons. To know more about those reasons, watch my latest episode!

This morning, I was finishing up my Morning Success Ritual (MSR) and was going over my gratitude list. I'm blessed because I found my passion decades ago. It's easy to get caught up in our crazy day to day life and business. I have a one-minute challenge for you today. Watch this video and forward this to 2-people that you know. Have a great weekend