All Episodes
Episodes
Is Your Prospect To Client Conversion Process Obsolete Podcast
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,...
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Mastering Marketing, Branding, & Business Development as an Advisor
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...
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What It Takes to Be a Success
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...
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Why Being Convicted is Great for Business
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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...
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Why All Advisors Must Master The Art & Science of Influence
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...
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Why the Next 6 Weeks Will Determine Your Success
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 weāll do is get into the summer doldrums or adult days of summer. I get it many of you want...
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A Coach's Journal For 7.23.18
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...
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Some Thoughts From Huntington Beach
Recently I had a great morning ritual while on a trip to California. I decided to make a recording of my thoughts.
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Leadership Skills Every Financial Advisor Needs
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...
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Let's Crush the 2nd Half of 2019
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...
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Three Business and Life Conditions of a Financial Advisor
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...
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How To Pick The Right Coach Podcast
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...
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