Magellan Elevate Coaching, Training, & Mentoring
Bringing Community, Collaboration, Coaching, & Accountability To Team, Next Generation, & 2nd Chair Financial Advisors
The Magellan Elevate Program focuses on three tracks:
- Personal/Mindset Development ( Resiliency - Overcoming Rejection & Failure - Increasing Confidence)
- Habits/Rituals (Morning Success Ritual - Daily Game Plan - Tracking KPI's)
- Skill Development (Sales & Influence Training - Referral Training - Client Optimization)
How the Program Works:
- All potential participants must complete a detailed online application and then be interviewed by me.
- If accepted, you will join the program and have your personal coaching/training track developed by me.
- You will have your own personal accountability/integration coach to ensure you complete the training and stay on track. You will meet privately each month via Zoom and have weekly check-ins.
- You will complete an in-depth behavioral analysis that will give you powerful insights.
Here is the program framework that you will participate in:
- Daily video coaching created by me
- A seat in our Magellan GAP/10X daily accountability group
- A dedicated monthly group mentoring session led by me
- Access to be coached directly by me via our Zoom Coaching Casts
You will complete the following masterclass series:
-
Your 12 Core Values of Success
-
Advisor Success Benchmarks
-
The Mindset of a Successful Financial Advisor
-
Sunrise Goal Setting Workshop
-
Creating Your Morning Success Ritual - Magellan Power Hour
-
How to Drive Referrals From Clients
-
How to Develop Business From Your Warm Market
-
How to Optimize Your Client Review Process
-
Get The Yes 2.0 Masterclass (How to Influence & Persuade Clients to Take Action)
Program Outcomes:
The program's goal is to mold you into the best version of yourself, both personally and professionally. In a compressed timeline, you will have enhanced confidence, competence, and capabilities.
