What would change in your business if every growth decision you made was guided by a clear, intentional strategy instead of reacting to whatever showed up that week?

In this episode, I walk you through how I help advisors build a revenue-focused strategic plan for 2026 that actually drives momentum. Drawing on 30 years of coaching experience, I explain why chasing net new clients is a distraction, how to think differently about revenue targets, and why the next few years represent a massive opportunity as Boomers retire and the industry transitions.

🎯 You’ll Learn How To:

Build a strategic plan for 2026 that prioritizes revenue over net new clients

Track leading and lagging indicators that actually move the business forward

Leverage client referrals and COIs instead of spreading yourself thin across channels

Stay patient, consistent, and focused during one of the biggest opportunity windows in the industry

⏰ Timestamps:

(05:11) Why a plan you don’t review weekly won’t work

(06:27) How tracking the right things gives you more freedom, not less

(07:16) Why tracking your time is usually the wrong focus

(09:27) Why big goals fall apart without daily standards

(13:05) How short-term thinking quietly kills long-term progress

(15:10) How to figure out where your best clients really come from

(18:15) Why doubling down on what works beats trying everything new

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).

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.

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

www.magellannetwork.net