How to Stop Being an Impostor and Claim Your Greatness

Get Your 14 Days Free to The Magellan Network Recently one of my long term clients who has a very unique practice and lifestyle was featured in an industry leading podcast and he mentioned me and how instrumental I was to his business. My philosophy is, any advisor...

Why Advisors Don’t Ask for Referrals

What is the best way for you to get a new client as a financial advisor? If you’re thinking of cold calling and seminars you’re missing what I’m saying here. There are two main ways that my clients like to grow their business. One way is through...

1st Quarter 2018 Review & 2nd Quarter Tips

Welcome to April and the start of a new quarter. It’s hard to believe that 25% of 2018 is in the books. It’s time for you to make sure you are on track and if you need to make any adjustments, let’s make them. That’s what this video is all...