Have you ever wondered what separates advisors who build momentum year after year from those who feel like they’re grinding without real progress?

In this third and final installment of my three-part series, I share the core principles I’ve taught for over three decades, principles that help advisors grow faster, lead better, and excel in an industry that’s changing more rapidly than ever.

I break down why continuous learning, smart personal development, and managing your output instead of your hours are essential if you want to scale with purpose. I also explain why adaptability, especially with AI coming at us full force, will define who wins in the next chapter of our profession.

What You’ll Learn:

How my “5% principle” can elevate both your skills and your confidence

Why compressing your day and focusing on output lead to greater productivity

How strong leadership and empowered teams create scalable success

Timestamps:

(06:08) How protecting your reputation strengthens every relationship in your business

(09:53) Why setting a walk-away time eliminates wasted hours and bad habits

(12:43) Why adaptability is your greatest advantage as the industry keeps changing

(15:08) Why honest metrics matter more than effort when growing your business

(16:16) Why micromanagement stalls growth and empowered teams accelerate it

(18:34) How reflection and strategy create true leverage as you scale your success

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 only financial advisors. In that time, I have personally conducted over 50,000 individual coaching sessions. I have built a profound knowledge base of what it takes to achieve lifelong success in business and life. In my career, I have transformed 1,000’s of advisors (below are video and written testimonials by many of them).

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.

Take action now and complete the short form below and I look forward to welcoming you personally inside the Magellan Network.

Get Your Free Access to the Powerful Tools, Strategies & Masterclass

www.magellannetwork.net