The Magellan Network Podcast

Hi and welcome to The Magellan Network Show. For today’s episode, I’d like to have a conversation on one of the topics we discussed in one of our masterminds which is about scaling your business. One of the participants brought a goal that they wanted their practice to go almost nationwide, really dive into their niche, and radically expand their footprint. So what does it really take for an advis...

Hi everyone and welcome to the Magellan Network Show. As we’re wrapping up Q3 and heading into Q4, I’d like to have a conversation about what an advisor needs to do for the rest of the year. A lot of things are not doing so well in the world nowadays and it becomes easy to get locked into this narrative that it’s okay not to achieve your goals. It’s like going into a competition and seeing that th...

Hello and welcome to the Magellan Network Show. One of the things I love about being a coach is that I am able to give tangible strategies that advisors can go ahead and deploy to improve their success. Which brings us to today’s topic, what is success? To most of us, success means achieving your goals in all aspects of your life, whether it's economic, physical health, relationships, or your spir...

Hi everyone and welcome to the Magellan Network Show. Today we’re going to conclude our multi-part conversation about optimization and why every advisor needs to focus on one of the most powerful profit tools that they can deploy in their business. In this episode, we’re going to talk about business development or the activities that advisors must do to take a prospect and convert them into a clie...

Hello and welcome to the Magellan Network Show. We are now in part 5 of this mini-masterclass about optimization. Last week, we talked about how to optimize your branding or your storefront or profile. This week, we’re talking about marketing which is more about the messaging you’re putting out there. The goal for today’s episode is to pique your interest, have you look at what you're doing, point...

Welcome to episode four of our mini masterclass on optimization. Over the next three episodes, we're going to be covering the fourth domain of optimization which is branding, marketing, and business development. And we're going to break these three up into three separate episodes and I want to give each of these topics the time and focus they deserve. For this episode, I talked about how to optimi...

Hello and welcome to The Magellan Network Show. This week we’re going to continue our mini-masterclass on optimization. For the past two episodes, we talked about how to optimize ourselves and our team. For the third installment of this series, we’re going to dive into how to optimize our clients. My goal for this episode is to give you tangible and practical strategies for optimizing your clients...

Hi and welcome to the Magellan Network Show. For this episode, we’re going to continue our mini masterclass about the principles of optimization. Last week, we discussed how to optimize ourselves as leaders. Today, we’re going to cover how to optimize our teams. In my almost 30 years of being a coach, I’ve observed that advisors often worry about whether they’re leading their team properly or not....

Hello and welcome to this episode of The Magellan Network Show. Last week, we started our mini-masterclass about optimization. Today we’re going to continue our conversation and discuss how to work on the first domain of optimization: SELF. Whether you’re a solopreneur, ensemble, or you run a multi-billion dollar empire, the heartbeat of your business will always be you. So how do you create a bet...

In my nearly 30-year career as a coach and consultant, I’ve found that for each advisor I’ve worked with, there are at least three to five items they can optimize to increase profitability, yield, assets under management, and productivity, and so on. For the next several episodes, we will have a masterclass about understanding optimization and how that applies to financial advisors and financial a...

Hi and welcome to the Magellan Network Show. The advisor space is challenging, complex, and competitive. Think of it as a personal development game. You will never get full maximum return on investment if you're not constantly looking at yourself and reinventing yourself. It is crucial that you take a look at your associations, the people you are spending time with, and the activities you are enga...

Hi, welcome to the Magellan Network Show. We are at the beginning of the third quarter and halfway point of 2022. This calls for a moment of a reality check. Are we taking out the time to invest in ourselves? Whether it is personal training seminars, professional coaching, or mastermind seminars, are we investing money for our growth? The biggest problem that many advisors have is that they refuse...

Hi and welcome to the Magellan Network Show. As we’re nearing the Fourth of July holiday, this also means that we’re at halftime in our year 2022. This is also the perfect time to make your mid-year review. When most people go into the new year, they usually come up with a list of resolutions or goals. Surprisingly, these goals are forgotten just a month later. That’s why you need a well-thought-o...

Hello and welcome to the Magellan Network Show. Today, I’d like to take a few minutes to talk about everyone’s favorite topic – adversity. In my almost three decades working in this industry, I realized that it has been mostly smooth-sailing for most advisors. And since it’s been so long since advisors had to deal with adversity that their muscles have atrophied. In this episode, I talked about: -...

Hi everyone and welcome to The Magellan network Show. With what’s going on in the market and business environment today, how we communicate with ourselves, our clients, and our prospects boils down to how we reframe our minds. Most people have short memories. They focus on what’s happening today and if the conditions aren’t great, it affects their mindset. They become fearful and go into survival...

The advisor game is changing and being great at financial planning is no longer enough. The advisor’s identity is now shifting and becoming more of a coach and influencer. That is why it’s extremely important to integrate these qualities as you build your personal brand. In this episode, I talked about (08:07) Why advisors need to become the identity of their business (10:24) What will give adviso...

Hello everyone, and welcome to the Magellan Network Show. Memorial Day weekend is almost here, signaling the unofficial start of summer. Have you thought about what you’re going to do for yourself and your business during this time? Here in the Magellan Network, we’re entering period 2 of our strategic calendar, which is from Memorial Day to Labor Day. We should be spending 80% of those 16 weeks h...

Hello everyone and welcome to the Magellan Network Show. Recently we’ve just wrapped up our 2022 Leadership Program in Las Vegas. And today, I’d like to share with you a topic that we covered at that conference and one that I’m really passionate about, how financial advisors must lead. Being a great operator of the business doesn’t mean you’re a great leader of the business. Those are two very dis...

Hello and welcome to this very special episode of the Magellan Network Show! Today, I’m inviting you to look behind the scenes at one of my live events and give you a glimpse of how we do things inside of our network. In this episode, we focused on how advisors should deploy their messaging through video, audio, text, and images. We discussed: 02:53 Why deploying on social media is so important 04...

On this very special episode of the Magellan Network Show, I introduced the founder of Cornerstone Planning and one of my personal clients, Carmine Camino. Carmine is also one of the members of our Empire Mastermind, which is our top program for high-level operators and owners. And I’ve invited him to come on the show to share his insights on how he operates, his beliefs, and why he does things th...

Hello and welcome to the Magellan Network Show. Today’s topic is something I’ve never covered before which is what I call P² or Pricing and Profits. One of the most common questions I get from advisors is how much should they charge their clients. And what I’ve found is that advisors will charge their marketplace what they perceive is their value and worth, which, in my opinion, is inadequate in m...

When I coach, I do it in frames or templates. We have a morning ritual template that we call The Magellan Morning 8, a daily gameplan template that we call The Magellan Daily 5, and a global template which is our Magellan Core 5. Then I asked myself, is there anything else that an advisor really needs to master in order for them to achieve their goals and have a high level of success? This is how...

Hello everyone and welcome to the second quarter of 2022. For a lot of you, one of the main reasons why you’re watching or listening to this show is because you’re looking for things that will help increase your success. For our conversation today, I’ll be sharing distinctions and stories from some of my personal coaching work that I do with advisors and I hope you get tremendous value from them I...

Today is April Fool’s day, yet our topic for this episode is no laughing matter. Let’s have a conversation on why it’s essential to do our critical thinking outside of our tactical environment. Let me share with you how I made several breakthroughs for my business while I was having renewal time. And hopefully, this would inspire, motivate, and influence you to take your strategic, creative, and e...

A lot is happening in the market today and there's plenty of uncertainty out there. And for some advisors, this undermines their ability to push through and achieve the goals they set to become successful. That is why when I'm having conversations with advisors, I want to make sure that we're mastering the 3 types of energies needed for success. In this episode, I talked about what these energies...