ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "Financial Advisors: Build a Great Strategic Plan for 2026 Part 1"
Episode Synopsis
Ever think about how far your business could go if you had a clear plan instead of just hoping things work out?
In this episode, I share the process I use with advisors to create a clear and measurable plan for 2026, one that not only defines your targets but helps you grow into the person capable of achieving them. I break down the mindset, environment, and planning windows that make a real strategy work, and why keeping your goals focused is essential.
🎯 You’ll Learn How To:
Set two major goals, one business and one personal, to create real traction
Understand your deeper reasons to build commitment that lasts
Choose an uncomfortable top-line target to spark creativity, focus, and momentum
⏰ Timestamps:
(04:16) When and where to create your strategic plan for maximum focus
(07:09) Why using goal ranges prepares you for uncertainty
(08:21) How a strong “why” drives commitment, not motivation
(08:58) Why commitment gets you through setbacks while motivation fades
(10:28) How becoming the right version of yourself ensures goal success
(13:02) Why ambitious goals unlock your brain’s problem-solving power
(16:42) Why dividing annual goals evenly sets you up for frustration
(19:07) How uncomfortable top-line targets spark creativity and growth
The Magellan Academy & Network
The rules and tools for success in the financial services industry are about to change radically.
I have spent over 25 years coaching only financial advisors. In that time, I have personally conducted over 50,000 individual coaching sessions. I have built a profound knowledge base of what it takes to achieve lifelong success in business and life. In my career, I have transformed 1,000’s of advisors (below are video and written testimonials by many of them).
I am going to coach you, teach you, inspire you, and train you all on your mobile device every business day. You are going to get better at business development, practice management, personal development, and your vision.
Here is what you are going to get from me each month:
- A 5-10 minute morning coach video each business day.
- 3 training videos of 20-30 minutes each. This will be a deep dive into four areas I mentioned above.
- A live group coaching session where you and I can interact and work together.
Here is what you can do each month:
- Post a question to me and I will answer it.
- Collaborate and associate with like-minded advisors.
- Invite other great advisors into the network.
Your Bottom Line:
Here is the deal. I am not going to ask you for a credit card. Like I said before, coaching is personality driven. You might not like my style or tactics. So with that in mind here is my offer to you. Complete the short form below. You will receive an email with detailed instructions on how to join the network for the next 14-days. I personally approve each submission so this might take a few hours or a day at the most. I will not ask for compensation of any kind during that 14-days.
If after experiencing my work for 30-days and if you believe that I can help you, here is the deal. To remain in Magellan Network and have access to Magellan Academy, your daily investment in yourself will only be about the price of a Latte these days. One more thing, it’s a month-to-month deal. I’m not going to lock you into anything.
Take action now and complete the short form below and I look forward to welcoming you personally inside the Magellan Network.
Get Your Free Access to the Powerful Tools, Strategies & Masterclass
www.magellannetwork.net
In this episode, I share the process I use with advisors to create a clear and measurable plan for 2026, one that not only defines your targets but helps you grow into the person capable of achieving them. I break down the mindset, environment, and planning windows that make a real strategy work, and why keeping your goals focused is essential.
🎯 You’ll Learn How To:
Set two major goals, one business and one personal, to create real traction
Understand your deeper reasons to build commitment that lasts
Choose an uncomfortable top-line target to spark creativity, focus, and momentum
⏰ Timestamps:
(04:16) When and where to create your strategic plan for maximum focus
(07:09) Why using goal ranges prepares you for uncertainty
(08:21) How a strong “why” drives commitment, not motivation
(08:58) Why commitment gets you through setbacks while motivation fades
(10:28) How becoming the right version of yourself ensures goal success
(13:02) Why ambitious goals unlock your brain’s problem-solving power
(16:42) Why dividing annual goals evenly sets you up for frustration
(19:07) How uncomfortable top-line targets spark creativity and growth
The Magellan Academy & Network
The rules and tools for success in the financial services industry are about to change radically.
I have spent over 25 years coaching only financial advisors. In that time, I have personally conducted over 50,000 individual coaching sessions. I have built a profound knowledge base of what it takes to achieve lifelong success in business and life. In my career, I have transformed 1,000’s of advisors (below are video and written testimonials by many of them).
I am going to coach you, teach you, inspire you, and train you all on your mobile device every business day. You are going to get better at business development, practice management, personal development, and your vision.
Here is what you are going to get from me each month:
- A 5-10 minute morning coach video each business day.
- 3 training videos of 20-30 minutes each. This will be a deep dive into four areas I mentioned above.
- A live group coaching session where you and I can interact and work together.
Here is what you can do each month:
- Post a question to me and I will answer it.
- Collaborate and associate with like-minded advisors.
- Invite other great advisors into the network.
Your Bottom Line:
Here is the deal. I am not going to ask you for a credit card. Like I said before, coaching is personality driven. You might not like my style or tactics. So with that in mind here is my offer to you. Complete the short form below. You will receive an email with detailed instructions on how to join the network for the next 14-days. I personally approve each submission so this might take a few hours or a day at the most. I will not ask for compensation of any kind during that 14-days.
If after experiencing my work for 30-days and if you believe that I can help you, here is the deal. To remain in Magellan Network and have access to Magellan Academy, your daily investment in yourself will only be about the price of a Latte these days. One more thing, it’s a month-to-month deal. I’m not going to lock you into anything.
Take action now and complete the short form below and I look forward to welcoming you personally inside the Magellan Network.
Get Your Free Access to the Powerful Tools, Strategies & Masterclass
www.magellannetwork.net
In God we trust