What I Have Learned From Coaching Financial Advisors For 30 Years

The Magellan Network Podcast

Hello and welcome to this very special episode of The Magellan Network Show. Today holds particular significance for me as it marks my 30th anniversary of coaching advisors. In celebration of this milestone, I've dedicated this episode to sharing some key distinctions I’ve learned from my experience. My goal in this episode is to discuss two crucial aspects: insights gained from over three decades of coaching and a forward-looking perspective on what advisors should prioritize in the coming years. I also talked about the following: (07:12) A few “near-death” experiences in my career (08:26) How the advisor coaching model will evolve by 2030 (09:40) Why advisors are their own worst enemies (12:02) Why designations and certifications will not be enough for the advisor of the future (13:27) Two important majors that people must take if they want to become advisors (14:17 Why advisors must be 100% future-focused (18:44) Why learning something does not guarantee you’ll execute it (20:01) How to get good referrals (24:00) Why this industry is failure-adverse (27:43) The two main reasons why advisors fail to succeed in business and life As a thank you for giving me the privilege to share bits of my wisdom every week, I invite you to explore our free masterclasses within the Magellan Network. Visit www.magellannetwork.net – it's free, no credit card required, no strings attached. Just come in, let's add value to your journey. The Magellan Academy & Network Many of you probably paid thousands of dollars to various coaching programs with very mixed results. Most coaching programs are just that. A pre-planned process that is “cookie cutter”. Where they have salespeople having to “sell” you on their program and results. In most cases, it’s about the coach, their ego, and their money. They base their program on “practice management” or “marketing”. They make you more intelligent. What they all fail to do is help you make that “mindset” shift that must happen for you to realize your dreams and vision. I am going to coach you, teach you, inspire you, and train you all on your mobile device every business day. You are going to get better at business development, practice management, personal development, and your vision. Here is what you are going to get from me each month: - A 5-10 minute morning coach video each business day. - 3 training videos of 20-30 minutes each. This will be a deep dive into four areas I mentioned above. - A live group coaching session where you and I can interact and work together. Here is what you can do each month: - Post a question to me and I will answer it. - Collaborate and associate with like-minded advisors. - Invite other great advisors into the network. Your Bottom Line: Here is the deal. I am not going to ask you for a credit card. Like I said before, coaching is personality driven. You might not like my style or tactics. So with that in mind here is my offer to you. Complete the short form below. You will receive an email with detailed instructions on how to join the network for the next 14-days. I personally approve each submission so this might take a few hours or a day at the most. I will not ask for compensation of any kind during that 14-days. If after experiencing my work for 30-days and if you believe that I can help you, here is the deal. To remain in Magellan Network and have access to Magellan Academy, your daily investment in yourself will only be about the price of a Latte these days. One more thing, it’s a month-to-month deal. I’m not going to lock you into anything. Take action now and complete the short form below and I look forward to welcoming you personally inside the Magellan Network. www.magellannetwork.net