Welcome to the first episode of The Magellan Network Show for 2019! What we're going to focus on for the next few episodes is how to get off to a great start in the New Year.
Welcome to our last show of 2018! Thank you for listening to me, watching me and sharing me with your colleagues and giving me the opportunity to add value to you.
Happy Holidays! We're just a few short days away from wrapping up 2018.
I have a question for you today, what business are you in? It's not a trick question - it's a question I ask many advisors that come to me seeking my counsel on their success. A lot of the time the answer I'm looking for is not the answer I get.
What I want to hear is I'm in the people business, the helping business, the results business, right?
That's what I really want to hear and instead 8 out of 10 times I usually hear we're in the financial guidance business or we're in the financial planning business or I'm in the wealth management business or I help people make money.
Today I want to talk to you about the business that you are truly in or the business that you need to be in. A lot of people got into our industry because they loved the stock market, the portfolio market, stock picking, or financial planning, which is great.
However, at the end of everything what is it you're looking to truly accomplish?
What you're...
What I've found from coaching financial advisors for 25 years is that time is not really relevant to success. Nobody wins - nobody ever gives away the award for the financial advisor who spends the most time in the office. No such award right?
We get caught up in having to be in the office and the reason why I'm bringing this up is I received an unsolicited email from an advisor saying "Joe, my branch manager wants me in here at 7:30am and wants me to leave at 7:00pm, etc."
Here is the thing about that - it's a false positive. I can put you in your office, but if you're not productive or have any output then it's irrelevant.
Instead what I like to do with my clients is execute our daily game plan. By that I mean we reach out to 10 - 15 contacts, we set up two meetings, and we have three - five referral conversations.
Three things you need to follow - make your contacts, set up meetings, and touch base with your referrals.
...Today I want to talk to about everyone's favorite word: CHANGE! The reason I'm bringing this up today is because a few weeks ago I was introduced to a father and son advisory team at a firm.
I wanted to share my latest podcast episode with you where I was interviewed by Matthew Jarvis and Micah Shilanski of The Perfect RIA about how you can go from scarcity to prosperity in the financial advising world.
During this interview we cover:
Listen to 'From Scarcity to Prosperity' now to learn from Matthew Jarvis and Micah Shilanski of The Perfect RIA, and myself on how you can take your financial business to the next level.
Today I want to talk with you about how you can create your ultimate competitive advantage.
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