The Magellan Network Podcast

One of the things that I’m very passionate about is leadership. Yet, it is also something that we don’t talk a lot about in our industry. And as I am creating a new leadership training program that will be debuting in early May, I’d like to share with you why I believe leadership is so important. In my experience, most people think that being a leader is not necessarily a characteristic of a great...

I’ve been a coach for nearly 30 years and I consider myself an expert in studying advisor behavior. One of the things I find frustrating is how some advisors just don’t get what it really takes to be successful. The key difference between those who survive and thrive in this business from those who fail always comes down to the man or woman in the mirror. But how much do we really invest in terms...

For today’s episode, I’d like to share some observations I made from a week’s worth of mastermind meetings I recently had in Winter Park, Florida. My goal here is to impart some of my insights and hope that it adds value to you. In this episode, I talked about: (02:29) What makes a really great mastermind? (03:14) Why now is a great time to be a financial advisor (06:45) Why you should treat your...

When it comes to elevating their game, a lot of advisors are still desperately searching for the silver bullet But the reality is, your level of success can only be determined by YOU. It doesn’t matter how many dollars you invest in marketing, because what it comes down to is the person in the mirror. In this episode, I’ll share with you the story of how one of my former clients, who wanted to tak...

February has always been an interesting month for me because it’s the month I started my business. That’s why it’s also a good time to share the story of how I got to this point, twenty-eight years later. Last week, I talked about how my experiences growing up and early on in my career helped shape who I am today. In this episode, we’re going to continue the conversation and pick up where we left...

Hi everyone and welcome to The Magellan Network Show. For this episode, I’ll be doing something I’ve never done before, set the playbook aside, and have this “uncomfortable” conversation. Many of you have asked how I got started in this business. Interestingly, it was around this time exactly 28 years ago when my coaching career took off. So I thought this is the perfect time to share my story to...

Hello and welcome to The Magellan Network Show. I’ve found that most advisors get overwhelmed when it comes to implementing their own daily game plan. And when things get too complicated, it becomes almost impossible to execute. So I’m going to give you some very sound strategies on how to manage workflow, calendars, and how not to get distracted so you can rockstar it out this 2022. I will also t...

Today we’re having part 1 of our 2-part series on how to go ahead and operate inside of our daily gameplan environment as a financial advisor. In this episode, we’re going to discuss the concept behind having a daily game plan and what makes it so important. I also talked about: The three different types of day How does a strategic calendar work? What is energy management? Why it’s critically impo...

Today, we’re doing part 2 of our mini-masterclass about having a morning success ritual. Last week, we talked about why you need to make this happen for your success. In this episode, we’re going into the details of our 8-step protocol process we call the Magellan Morning 8. Our goal for this mini-masterclass is to give you a basic framework on how you want to start each and every day. Though we c...

Hello everyone and hope you’re off to a great start this 2022. Today I’ll be covering the first of a 2-part mini-series about what the ultimate morning success ritual looks like for a world-class financial advisor. In my 20 years of coaching advisors, I’ve found that the first thing most of you do in the morning is check your inbox or watch the news. You go into this “reactionary mode” which preve...

Hello and welcome to the Magellan Network Show. We’re one week into 2022 and we’re continuing our conversation about how to make this year, our best year ever. Today, we’ll talk about a massive blind spot in our industry, which is how most advisors are unwilling to re-invest back in themselves and in their business. I will also discuss: Why you need to invest 5 - 10% of your top-line in your perso...

Hello everyone and welcome to our first episode of The Magellan Network Show for the new year! Today, we’ll have part one of a 2-part mini-masterclass on how to go ahead and make 2022 your best year ever. Let’s start off by having a conversation about how to mentally frame a transition from the old year to the new year. I’ll also discuss: The first step on how to start strong this 2022 What does a...

Hello everyone and happy holidays. We’re down to the last days of 2021 and I hope you're getting ready for a stellar, bigger, brighter, and bolder 2022. For today’s episode, I’d like to continue our conversation about strategic planning and walk you through the different elements of how I like to do my own strategic planning and how I help all my clients do it. I will also talk about: Why it’s not...

Last week, we talked about the importance of having a strategic plan. For today’s episode, I want to continue our conversation and focus on the common reasons why some advisors fail at strategic planning. Oftentimes I found that this problem stems from the past. A time when putting a plan together was more like an academic exercise using numbers and spreadsheets, without any emotions of commitment...

Hello everyone and welcome to December! For most of us, this is the season for holidays and festivities. In our industry, this is also the strategic planning season. For the next several episodes, I’d like to go over the elements of a strategic business plan and share some dos and don’ts of building one. To start off, I’d like to take a deep dive into why it’s important to have a strategic busines...

Hello everyone and hope you all had an amazing Thanksgiving weekend. Over the past several weeks, we’ve talked about the different elements of mindset: our belief systems, values, internal dialogue, and self-image. Today, I’d like to discuss the last element, which in my experience, is the most important one: the 6 human needs. In this episode, I talked about: - What are the 6 human needs? - How o...

For the last several weeks, we’ve been talking about mindset and how it’s like a recipe made of different vital ingredients. So far, we’ve discussed beliefs, values, rules, and our self-dialogue. Today, we’ll take a deeper dive into our self-identity and why this is critically important. We, as human beings, behave towards our self-identity. When you look in the mirror and see someone who is succe...

In our previous episodes, we’ve talked about mindset and how it is like a recipe made of different concepts. Today, we’re going to focus on our internal dialogue and why it’s so important. We all have conversations with ourselves and the words we use and how we say them have a significant impact on the actions we take and how we play our game in the future. In this episode, we’ll discuss: - How ou...

As I promised in our last episode, we're going to talk about understanding your mindset in a series of mini-masterclasses. And one of the elements in the mindset “bucket” is your beliefs. So let's talk about beliefs and why they're critically important. In this episode, I discussed: - What are beliefs? - Where do beliefs come from? - Empowering vs. Disempowering beliefs - The one person you need t...

Around this time each year, I start getting ready to lead my clients and members of the Magellan Network through a multi-day live business planning process. And one of the key deliverables we discuss there is understanding your mindset. Today’s episode will be sort of a primer, and then we’re going to break down each element of this topic over the next several weeks. My goals for doing this are to...

Ever been in a situation where you get up in the morning all jacked up, you’re excited, motivated, committed and you feel like you can’t wait to get to work and make things happen, but when you come to the office, it suddenly feels like someone pulled the plug and your energy and enthusiasm - all gone? Today, let’s talk about how this happens and why your work environment, the place where you spen...

In my nearly 30 years in this industry, advisors becoming overwhelmed have become a common occurrence. Most in this industry often find themselves with so many projects going on, and with so many plates spinning, that they feel strangled and without oxygen. In this episode, I’ll discuss how advisors get to this point and what we can do to help manage the situation. I will also talk about: - One of...

For over 12 years now that I've been running mastermind groups for advisors, I've come to the conclusion that if you're serious about your success as an advisor, you need to either start your own group or find a group that you can resonate with. Masterminds are about bringing like-minded people together to collaborate and add value to each other. If you don’t have a mastermind group yet, then I ch...

When we think about elevating our game, there are 3 identities that we have to make sure that we are constantly developing. These are: 1. The Financial Advisor 2. The Business Owner 3. The Entrepreneur In this episode, I will share with you why these 3 are very important and why they need to be highly developed in order to achieve the highest level of success. I also discussed: - Why tracking is c...

Lately, I’ve been having conversations with some prospects who are looking to engage me as their coach. And one of them mentioned that he’s been working really hard as an advisor for 20 years, yet he doesn’t understand why he isn’t more successful. Most advisors see success in this game as a binary situation: the harder and longer you work, the more money you will make. That may be true for the fi...