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Hi everyone, and welcome to The Magellan Network Show. With Q1 of 2025 coming to a close, I want to dedicate this episode to younger advisors who have been in the business for five years or less. However, even if you’ve been in the industry for decades like me, there’s still value in this discussion.
I was recently asked in a podcast interview what it takes to be a successful advisor, and I see it in two ways—what to do and what to avoid. In this episode, I’ll share key insights and common mistakes that can derail your success.
I also discussed the following:
(05:38) Why advisors focus too much on avoiding failure
(09:48) How the next five years create a prime opportunity for advisors
(11:33) The importance of embracing discomfort for long-term success
(16:00) The key reason salespeople struggle in this industry
(20:42) Why time in the office have little impact on your success