Last week I hosted our winter Magellan MasterMind meeting in beautiful Del Mar CA. This group meets twice a year to mastermind, brainstorm, and discuss what the business will look like in 10 years. We also look at how we and our businesses need to evolve in order to continue our growth. I decided to dedicate this podcast to briefing all of you on some of the key takeaways from our meeting.

In this episode I will cover the following:

-Trends that I am seeing in our industry

-Is flat fee asset management the future?

-What does the practice of 2025 look like?

-A brief overview of why your “P.O.S” is THE MOST important resource - you have.

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