The Magellan Network Podcast

Hi everyone and welcome to The Magellan Network Show. Being a successful financial advisor takes more than just having technical expertise. It also requires a strategic plan to build your client base and keep them. This is where branding, marketing, and business development play a crucial role into your success. In this episode, I will unpack branding, marketing, and business development for finan...

Hello and welcome to The Magellan Network Show. The world of financial advising is fast-paced and demanding. It requires advisors to be knowledgeable, highly motivated, and resilient. How can advisors remain adaptable and deliver exceptional service in this challenging industry? And what do they need to maximize their success each day? Success is a business of energy. And in my nearly 30 years of...

Hi everyone, and welcome to The Magellan Network Show. Recently, I had a conversation with a very successful advisor who is in the process of recruiting people into the industry. He asked me: How can one assess the likelihood for an advisor to succeed beyond the 2 to 5-year mark? Honestly, I’ve never been asked this question before. Now that I’ve had time to refine my answer, I’ve come up with thr...

Hi everyone! Welcome to The Magellan Network Show. I'm currently hosting a couple of mastermind meetings, and I'd like to share a conversation I had with one of the groups about why it's critically important for advisors to look at the next five to eight years. I believe that we are now entering the peak of a once-in-a-lifetime opportunity in the advisor industry, and my goal today is to hopefully...

Hi everyone and welcome to The Magellan Network Show. I’m currently on a 3-week long road trip to host various training and mastermind meetings around the country. And one of the questions I’m frequently asked during these events is, what do I need to do to grow my game? In my 30 years as an advisor, I’ve realized there is a math to growing your business and it’s easy to map it out. However, simpl...

Hi everyone! Welcome to The Magellan Network Show. We know we’ve maxed out on how we’re doing things when we become frustrated with how slowly our business is growing, which is a clear sign that it’s time to shift and pivot. Today, I want to share a powerful strategy my clients and I use to elevate and grow our businesses. This exercise will help open your mind to possibilities and ideas that, if...

Hello and welcome to The Magellan Network Show. As we officially enter the year's final stretch, I’d like to share a book I read during my recent vacation and why I strongly recommend all my clients to read it, too. 10x is Easier Than 2x by Benjamin Hardy and Dan Sullivan is about achieving more by doing less. This book has had a profound impact on my professional and personal life. And I truly be...

Hi everyone and welcome to The Magellan Network Show. A couple of months ago, I conducted the Get The Yes 2.0 Training Program to teach advisors how to take a prospect and convert them into a client, which entails very high levels of influence, persuasion, and sales skills. Today, I’d like to present some key points from the program, hoping you gain valuable insights from them. In this episode, I...

Hello and welcome to The Magellan Network Show. The Labor Day holiday is just around the corner, and I wanted to discuss why the next couple of weeks are critical for your success this coming season. In late August, most people enjoy the last vestiges of summer, having their vacation/renewal time. And a lot of times, advisors will wait until after the Labor Day holiday to go ahead and focus on the...

Hi everyone, and welcome to The Magellan Network Show. As you evolve as an advisor, it is critical that you must always look at what your current standards are and what your future standards need to be. Most advisors start their careers in survival mode. They just want to make some profit and be sustainable. But a few years into this business, they realize that they're tolerating more than they ne...

Hello and welcome to this episode of The Magellan Network Show. I’ve been spending a couple of weeks doing my summer sabbatical here in Italy. Today, I’d like to talk about the importance of taking mini-sabbaticals no matter where you are in your career. I’ve always believed that taking a strategic pause once or twice a year offers great benefits. It clears your head, gives you perspective, and ca...

Hello and welcome to The Magellan Network Show. Today, I’d like to talk about what identity an advisor must have in order to influence and persuade clients and prospects. When advisors make recommendations based on data and information, their clients would use logic to assess them, make decisions, and take action - that is the ideal scenario in a perfect world. However, we are in the people busine...

Hi, and welcome to The Magellan Network Show. This week's episode is about one superpower that all advisors must master to stay consistent and achieve all their goals. Today, let’s talk about resiliency and why it is important. In almost three decades of coaching advisors, I've gone through all types of environments, from bear markets, bull markets, terrorist attacks, and a pandemic. And the one t...

Hi, and welcome to The Magellan Network Show. Today I’d like to discuss the difference between being popular and being paid. With all the social media available nowadays, some advisors tend to concentrate on posting content in hopes of getting more likes or followers. They believe the more popular they are, the more clients they’ll have. While I'm all in favor of getting your voice heard and out t...

Hello everyone and welcome to The Magellan Network Show. Today’s topic is one of my all-time favorites: Referrals and Introductions. In my almost three-decade career as a coach to advisors, I’ve seen every referral program out there. Most of them “kind of” work, but based on my experience there is a formula that truly does. Unfortunately, most advisors do not use it. In this episode, I talked abou...

Hello and welcome to The Magellan Network Show. I hope everyone had a great Fourth of July celebration! Today, I’d like to share my thoughts on what is happening in the industry and hopefully inspire you to play the larger game. Over the next five to seven years, most baby boomers will be retiring. This is going to be a significant window for advisors. There is no better time to be in this game th...

Hi everyone, and welcome to The Magellan Network Show. Today we’re concluding our three-part series as a preview of our Get The Yes 2.0 training program. This 2-day event starts on Monday, June 26th, and if you haven’t registered yet, you still have 48 hours to be a part of our live stream and masterclass. In this episode, I will touch briefly on the various types of meetings and cadence of how to...

Hello and welcome to The Magellan Network Show. Last week, we kicked off our three-part series on how to influence, persuade, and coach clients and prospects while never feeling like a pushy salesperson. In this episode, let’s discuss why advisors fail at the game of influence. Most would argue that the reason why people say no to them is because that person was never meant to do business with the...

Hello and welcome to this very special episode of The Magellan Network Show. Today, we will kick off a three-part series about a new program I’ll be deploying at the end of this month called Get The Yes 2.0. The main goal of this program is to teach advisors how to take a prospect and convert them into a client, which entails very high levels of influence, persuasion, and sales skills. My aim in t...

Hello and welcome to the Magellan Network Show. Since Memorial Day has now come and gone, I thought this would be a great opportunity to talk to you guys about how I helped my coaching clients set up a calendar system to organize their year. Inside our Magellan Network, we divide the year into three different periods and we consider Memorial Day as the start of “Period 2”. In this episode, I’ll wa...

Memorial Day weekend is almost here and this is also the time when I would talk about summer game plans on the show. But as I was heading home from my trip last week, I realized something that made me want to do something different today. In February 2019, I celebrated my 25th year in this business. Yet, after over two decades of successfully coaching financial advisors, I suddenly felt scared. I...

Hello and welcome to The Magellan Network Show. Today I'm here in Hoboken, New Jersey where I'm hosting a couple of private strategic coaching days for clients. This place used to be one of my old stomping grounds from the late 80s, and early 90s, and being here now has brought back a lot of memories - which brings me to today’s episode. Before I became a coach, I used to work for Tony Robbins. An...

Hi everyone and welcome to the Magellan Network Show. Last week, I went to the Personal Story Power three-day event by Bo Eason. I signed up for this four years ago and had completely forgotten about it. Now, I’m glad that I was able to attend as it turned out to be a wonderful experience and I highly recommend it. In this episode, I’m going to share with you one of the things I took away from the...

I’m currently in California to spend some downtime before I attend Bo Eason’s 3-day workshop. And I thought that this is the perfect opportunity to talk about why it's critical to get some time away from your office. In my 30 years as a coach, I’ve observed that those clients who have a 10-year strategic plan in writing, have a strategic calendar, and understand the concept of time are the ones wh...

Hello everyone and welcome to The Magellan Network Show. Last week, I hosted our Elite Bravo Mastermind and one of the participants asked how do you play the game at a high level for many years and still be enthusiastic about it. So for today, I will be breaking down different strategies on how to make sure that you don't burn out and get some balance between your business and personal life. I wil...