Melhores podcasts sobre Charlie Van Derven (2024)

1
If It Matters, It Must Be Measured 19:43

3d ago19:43

19:43

Hello and welcome to The Magellan Network Show. It’s the start of November! As we prep for the upcoming Magellan Vision Process, I want to discuss tracking key metrics or KPIs.There’s a saying: “What gets measured matters.” Yet surprisingly, 80–90% of advisors don’t fully understand their essential business metrics. Why don’t more advisors track wh…

1
An Inconvenient Truth About Many Financial Advisors 17:39

9d ago17:39

17:39

Hi everyone and welcome to The Magellan Network Show. This week, I want to share a conversation with a successful advisor who someone referred to me. Despite his financial success, our discussion revealed a common issue in our industry: advisors often neglect their own growth and planning.It reminded me of the saying, "The cobbler's children have n…

1
How To Handle Adversity As A Financial Advisor 24:09

16d ago24:09

24:09

Hello and welcome to The Magellan Network Show. I’m excited to be back from Utah, where I had a great time shooting some new content for you all. We made it through the hurricanes, and now it's full steam ahead as we push toward the end of the year!For today’s episode, I want to dive into adversity—it's not a popular or fun topic, but it's somethin…

1
Going Independent With Brian Boughner 40:50

1M ago40:50

40:50

Hello and welcome to The Magellan Network Show. Today’s episode is extra special, as we’re on the road in Deer Valley and Park City, Utah, wrapping up our Empire Mastermind meeting. I’m excited to be joined by Brian Boughner, co-founder of Fiduciary Alliance and Parallel Financial.In this episode, Brian shares his remarkable journey, from starting …

1
The Power Of Mastermind Groups For Financial Advisors 25:07

1M ago25:07

25:07

Hi everyone and welcome to The Magellan Network Show. I’m here in Deer Valley, Utah, hosting three live mastermind groups for the next two weeks. Today, I'll explain why every financial advisor should join a mastermind group or create one on their own locally.Mastermind groups have been a pivotal part of my life since the early 90s, starting with T…

1
Stop Buying Leads: Focus On What Works With Charlie Van Derven 46:36

1M ago46:36

46:36

Hello and welcome to The Magellan Network Show! Today’s episode is another special one, featuring an online webinar I did for Social Advisors with Charlie Van Derven. In it, I discuss why financial advisors should stop relying on buying leads and instead focus on referrals and introductions to attract more clients.Many advisors rely too heavily on …

1
How The Growth Game Works For Financial Advisors 21:56

2M ago21:56

21:56

Hello everyone and welcome to The Magellan Network Show. As we step into September, I’d like to talk about the financial advisors' growth game—not just the mechanics of growing the business, but the mindset and psychology behind it.In my 30 years as a coach, I've noticed a few key differences between advisors who accelerate their growth and those w…

1
Journey To Independence With Daren Blonski 46:03

2M ago46:03

46:03

Hello and welcome to The Magellan Network Show. We have another special episode today because we have a guest joining us—Daren Blonski. We're here to discuss his new book, Broken Dealer: Navigating the Path to Financial Advisor Independence, which he co-authored with Carmine Corino. I had the pleasure of interviewing Carmine a couple of episodes ag…

1
Are You A Financial Advisor In A Slump? Here Is What You Need To Do! 18:14

2M ago18:14

18:14

Hello and welcome to The Magellan Network Show. As we approach the end of August 2024, just a week from Labor Day, let's discuss what you can do as a financial advisor if you're feeling behind, lacking momentum, or stuck in a rut. Life is full of patterns—emotional and behavioral. When they align, everything flows, and we feel abundant. But when th…

1
Journey To Independence With Carmine Corino 47:09

3M ago47:09

47:09

Hi everyone, and welcome to The Magellan Network Show. Today’s episode is special because we have a guest joining us—Carmine Corino. Carmine is a personal client and a member of the Magellan Empire Group. We're here to discuss his new book, Broken Dealer: Navigating the Path to Financial Advisor Independence, which he co-authored with another clien…

1
Active Vs. Passive Client Communication Strategies For Financial Advisors 22:08

3M ago22:08

22:08

Hello and welcome to The Magellan Network Show. It's early August 2024, and it's been an exciting week in our industry. I realized we hadn’t discussed the key difference between active and passive client communication—which many advisors often blur, leading to confusion.When discussing an advisor’s communication style, I prefer the term "client rel…

1
Staying Focused In A Sea Of Noise & Distraction 19:49

3M ago19:49

19:49

Hi everyone, and welcome to The Magellan Network Show. Today, I want to discuss strategies and decisions for handling the upcoming months, especially considering the presidential election cycle and its accompanying news. Whether you're a member of our network or a guest, let's discuss what lies ahead. It's early August 2024, and it's already noisy,…

1
How Financial Advisors Can Massively Improve Their Selling Skills 22:15

3M ago22:15

22:15

Hello and welcome to The Magellan Network Show. I understand the title mentions "selling," but today we'll focus on being super effective with prospects. Regardless of how you get referred to them—through COI, other marketing, seminars, or various platforms—I'll share my observations on what truly works and what doesn't.Two things frustrate advisor…

1
Why Don't Advisors Drive More Referrals From Their Clients And What To Do About It 24:39

4M ago24:39

24:39

Hi everyone, and welcome to The Magellan Network Show. Here we are in mid-July 2024, with the heat bearing down on most of the country. It's been a while since we've discussed this, so I wanted to take some time today to talk about referrals and introductions. When speaking to advisors, I ask a simple question: "What's the best way to get a new cli…

1
Welcome To The 2nd Half Of 2024! 17:08

4M ago17:08

17:08

Hello and welcome to The Magellan Network Show. I hope each of you enjoyed a fantastic Fourth of July holiday! As we enter the second half of 2024, it's a great time to look back on our progress and plan for the rest of the year.In this episode, I want to share some important patterns I've noticed during my career. My goal is to help you figure out…

1
Is The Rush To Win Killing Your Joy & Fulfillment? 13:11

4M ago13:11

13:11

Hello and welcome to The Magellan Network Show. With July just a few days away, we're about to enter the second half of 2024. In this week's episode, I want to have a check-in conversation about timelines. In my 30 years of experience working with advisors and other businesspeople, including entrepreneurs, I've observed a common tendency: We often …

1
Why It Pays To Be The Best 14:12

5M ago14:12

14:12

Hello and welcome to The Magellan Network Show. June is flying by, and with the second half of the year approaching, I want to have a conversation about the difference between being the best and being the biggest in our profession.For many years, I was obsessed with making my coaching firm the largest, constantly comparing myself to others and feel…

1
The Difference Between Focusing On Impact and Focusing on Money 17:25

5M ago17:25

17:25

Hi everyone, and welcome to The Magellan Network Show. In my experience working with advisors, I've noticed that those who neglect client relationships often lack meaning and fulfillment in their work.When advisors start, making money is essential for survival. However, if you prioritize profits over impact and relationships, you're merely using cl…

1
Do Financial Advisors Use Too Much Info & Not Enough Emotion When Persuading Clients & Prospects 18:04

5M ago18:04

18:04

Hello and welcome to The Magellan Network Show. Today, I'd like to share a story highlighting a key observation: Are we over-relying on information and analytics while underestimating the power of emotion and influence in our communication?One of my clients recently held a white glove seminar, which we discussed in detail beforehand. After completi…

1
Strategies For Financial Advisors To Make The Most Out Of Their Summer Of 2024 21:09

5M ago21:09

21:09

Hi everyone, and welcome to The Magellan Network Show. With Memorial Day marking the start of period two (from Memorial Day to Labor Day) in the U.S., I want to discuss how to optimize your summer game plan as a financial advisor and strategize for the season.As a coach, I've noticed many advisors adopt ineffective summer habits. In this episode, I…

1
Do We All Suffer From Success Insecurity? 23:30

5M ago23:30

23:30

Hello and welcome to The Magellan Network Show. Today, I want to discuss an often-overlooked topic in our conversations: can one be insecure about their success? Specifically, do advisors experience "success insecurity"?In my 30-year coaching career, I've noticed a recurring pattern where advisors go through different career phases, from merely sur…

1
Do Financial Advisors Suffer From Too Much Marketing & Not Enough Business Development 14:16

6M ago14:16

14:16

Hi everyone, and welcome to The Magellan Network Show. For today's episode, I want to talk about a critical topic regarding what advisors must do to grow their business. Most advisors I speak with emphasize that social media marketing and having a podcast show or YouTube channel are essential to business growth.While I fully support these strategie…

1
How To Avoid Burnout As A Financial Advisor 19:36

6M ago19:36

19:36

Hello and welcome to The Magellan Network Show. Today, I'd like to talk about a pervasive yet often overlooked issue in our industry: burnout among advisors.With over three decades of experience in the field, I've seen firsthand the toll it takes as advisors neglect their well-being, merely going through the motions like weary shopkeepers.In this e…

1
How Financial Advisors Sabotage Their Focus And What To Do About It 12:19

6M ago12:19

12:19

Hi everyone, and welcome to The Magellan Network Show. In today's episode, I'd like to talk about how our environment can profoundly impact our focus and productivity.Whether you're working in a corporate office or at home, your surroundings and whatever you decide to put in them are crucial in either helping you or holding you back from achieving …

1
Why Financial Advisors Need To Be Careful Of The Popularity Trap 14:41

6M ago14:41

14:41

Hello and welcome to The Magellan Network Show. Most of us start in this profession by joining a lot of networking groups to build our careers. However, this can lead to overcommitment.A common pitfall for advisors is falling into the popularity trap. They mistake popularity for profitability, focusing their time and energy on the wrong things.In t…

1
Why Financial Advisors Need Clarity On Their Ideal Client 14:36

7M ago14:36

14:36

Hi everyone, and welcome to The Magellan Network Show. For years, we've discussed the "ideal client" concept in our industry. Today, let’s discuss the factors that set the best clients apart for your business. When advisors consider their ideal clients, they typically focus on wealth, occupation, or life stage. Economic factors such as these are in…

1
How Financial Advisors Can Drive Profits Into Their Business 16:38

7M ago16:38

16:38

Hello and welcome to The Magellan Network Show. Today, we’ll discuss a crucial topic often overlooked in our industry: profits.It's interesting that most advisors don't talk much about household profitability. This is probably because most of us have been taught that there is no such thing as a bad client and that more is always better. However, th…

1
Why Financial Advisors Must Master Their Habits 14:01

7M ago14:01

14:01

Hi everyone. Welcome to The Magellan Network Show and the second quarter of the 2024 season! I hope you enjoyed a wonderful holiday weekend. Today, let’s talk about the importance of habits. As an advisor, your daily and weekly habits greatly influence your long-term success. The actions you consistently take can have a compounding effect on your r…

1
Driving Success with Judd Allen 35:09

7M ago35:09

35:09

In this insightful episode of RIA Collective, host Charlie Van Derven engages in a captivating conversation with Judd Allen of Judd Allen Financial and the ICG Group. They delve into Judd's strategic transition from a broad financial advisory role to mastering a niche within the automotive sector. Reflecting on his initial uncertainties and the tra…

1
Blueprint for Independence with Justin Stevens 28:44

7M ago28:44

28:44

In this compelling episode of RA Collective, host Charlie Van Derven welcomes Justin Stevens, co-founder of O'Keefe Stevens Advisory, based in Rochester, New York. Justin shares his unconventional journey into the financial services sector, starting from a pivotal internship that steered him away from pre-med to finance, inspired by a family friend…

1
From Marketing to Finance with Sara Stanich 28:44

7M ago28:44

28:44

In this episode of RIA Collective, Charlie van der Ven welcomes Sara Stanich of Cultivating Wealth, based in Montauk, New York. Transitioning from a vibrant marketing career to founding her own RIA, Sara shares her journey through the early days of internet advertising, the .com crash, and eventually, the financial sector. Their conversation sheds …

1
Why Financial Advisors Must Own The First Hour Of Every Day 23:37

8M ago23:37

23:37

Hello and welcome to this episode of The Magellan Network Show. Back in early January. I gave you 21 success protocols and spent the next several weeks breaking each into a mini masterclass.For today’s episode, I'd like to discuss why morning rituals are important, share my morning ritual protocol, and explain why every advisor has to own their fir…

1
Why Financial Advisors Need To Be Intentional Of Their Mental Diet 23:18

8M ago23:18

23:18

Hi everyone, and welcome to this episode of The Magellan Network Show. As we barrel through the first quarter of the year, I'd like to focus on a "non-negotiable" in the advisor game - the concept of mental diets.Similar to a physical diet where the food you consume greatly impacts your health and fitness, what you feed your mind is equally influen…

1
Why Every Financial Advisor Needs to Be a Member of a Mastermind Group 14:31

8M ago14:31

14:31

Hello and welcome to this episode of The Magellan Network Show. I'm spending the week here at Winter Parke, Florida, where I'm hosting two masterminds - the Empire Group and the Elite Group. Today, I'd like to focus on the importance of a mastermind group and why joining one is a must for all advisors who are truly committed to maximizing their pot…

1
Why Financial Advisors Must Commit To Investing In Themselves 20:17

8M ago20:17

20:17

Hi everyone and welcome to this episode of The Magellan Network Show. First, I'd like to thank everyone who greeted me on my 30th anniversary as a coach last week. I truly appreciate you taking the time. As we continue our series on how to have a great 2024, we will talk about personal and professional development budgets and game plans and why the…

1
What I Have Learned From Coaching Financial Advisors For 30 Years 31:08

9M ago31:08

31:08

Hello and welcome to this very special episode of The Magellan Network Show. Today holds particular significance for me as it marks my 30th anniversary of coaching advisors. In celebration of this milestone, I've dedicated this episode to sharing some key distinctions I’ve learned from my experience. My goal in this episode is to discuss two crucia…

1
Moving from Asset Centric to Client Centric in Finance: A Conversation with Tyson Ray 39:31

9M ago39:31

39:31

In this insightful episode of RIA Collective, host Charlie Van Derven engages in a thought-provoking conversation with guest Tyson Ray, the founding partner of Form Wealth Advisors. Urging a transition from a riches-focused mindset to a wealth-centered perspective, Tyson underscores the importance of nurturing total client relationships based on we…

1
How To Fix Your Referral Game 28:53

9M ago28:53

28:53

Hi everyone and welcome to The Magellan Network Show. In our ongoing series on strategies for achieving an exceptional year in 2024, this week is dedicated to a topic I consider a significant pet peeve within the industry. It's about how most advisors have a massive blind spot and a negative frame of reference when it comes to referrals and introdu…

1
Commit To Being A Teacher, Leader, & Coach 16:29

9M ago16:29

16:29

Hello and welcome to The Magellan Network Show and welcome to February 2024! As the initial excitement of the new year fades, I have an important message for everyone. The period between January and early February is crucial because this is when motivation tends to wane. Stay focused on your 2024 objectives and embrace the grind – this is where the…

1
The Key To Growing Your Business Is Raising Your Standards 17:24

9M ago17:24

17:24

Hi everyone, and welcome to The Magellan Network Show. As January 2024 wraps up, let's dive into strategies for a successful year. In our ongoing series, we're breaking down the 20+ strategies we introduced earlier while providing actionable items and practical insights you can apply today and see results.When we talk about growth as an advisor, we…

1
2024 Will Be A Separation Year Podcast 16:36

10M ago16:36

16:36

Hi everyone, and welcome to The Magellan Network Show. In this episode, we'll continue our "How to Have a Breakthrough in 2024" series. We aim to ensure you have all the information and strategies for a successful year. Two weeks ago, we released a recording of a masterclass with about 20 different strategies for 2024. Last week, we discussed pract…

1
How Advisors Need To Set Goals 27:16

10M ago27:16

27:16

Hi everyone! Welcome to The Magellan Network Show and welcome to 2024. Last week, I shared 21 strategies for a great start to this new year. For the next couple of weeks, we’ll unpack some of these strategies and provide details and action items that will help you deploy them.In today's episode, I will talk about how to set goals. While it may seem…

1
How To Get Off To A Great Start In 2024 50:23

10M ago50:23

50:23

Hello and welcome to The Magellan Network Show. Happy 2024, and I hope everyone had a fantastic holiday season! As we welcome the new year, the financial advisor industry presents new challenges and opportunities, highlighting the need for a strategic and well-informed approach.Whether you're a seasoned professional or just starting as a financial …

1
How To Reinvent Yourself: My Personal Story 31:31

10M ago31:31

31:31

Hello and welcome to this very special episode of The Magellan Network Show. Season's Greetings and happy holidays! I sincerely hope you're savoring precious moments with family and friends while gearing up for 2024.Every year, I organize The Magellan Vision, which is a multi-day business planning conference. In this episode, I will focus on the in…

1
How The Financial Advisor Game Is Going To Change 17:59

11M ago17:59

17:59

Hello everyone! Welcome to The Magellan Network Show and Happy Holidays! It’s mid-December, and it's that time of the year again for my annual reflection on the state of the industry as we go into the new year.There were numerous concerns about market conditions this year, and many advisors got caught up in the noise and lost sight of their strateg…

1
Why Profits Must Matter 18:54

11M ago18:54

18:54

Hi everyone, and welcome to The Magellan Network Show. In our previous episode, we discussed how mindset and vision play a huge part in an advisor’s capacity to grow. However, another crucial component impacts an advisor’s growth – the ability to handle profits.Most of you are probably familiar with the advisor economic syndrome—earning more and sp…

1
Why Advisors Fail To Grow 14:23

11M ago14:23

14:23

Hello and welcome to The Magellan Network Show. As we venture into the year's final month, I'd like to delve into a question raised during our recent strategic planning event: Why don't advisors continue to grow?For as long as I've been in this game, success has always been measured by the numbers you produce. There was something magical about goin…

1
Navigating Independent RIA Setups with Michael Rasmussen 27:20

12M ago27:20

27:20

In this episode of RIA Collective, host Charlie Van Derven invites Michael Rasmussen of United Atlantic Legal Services to share his expertise in aiding financial advisors in their transition to independent practices. Michael, with a background as a chief compliance officer and general counsel for various investment advisors, as well as experience a…

1
Niche Mastery in Finance with Emily Haberkern 21:46

12M ago21:46

21:46

In this episode of RIA Collective, host Charlie Van Derven sits down with Emily Haberkern of Evangelista & Associates to discuss the triumphs and trials of niche marketing within the financial advisory sector. Emily recounts her path to alignment with the firm's values and the unique approach to servicing university employees, emphasizing the impor…

1
How Standards Have A Massive Impact On Your Goals 19:19

12M ago19:19

19:19

Hi everyone! Welcome to The Magellan Network Show. With a week away from Thanksgiving (and a few more until 2023 ends), it’s the perfect time to reflect, plan, and set goals for the coming year.In my nearly three decades of being a coach to advisors, I’ve realized there’s a gap between setting and achieving a goal because we don't understand how to…

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