Oct 04 2024 40 mins 1
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 as a financial advisor to making the bold decision to go independent. He also discusses co-founding an independent wealth management firm and creating a platform designed to help other advisors achieve independence.
We discussed the following:
(05:01) What attracted Brian to the financial world
(07:04) Why Brian left his first major financial services company
(14:32) What attracts advisors to join Parallel Financial today
{17.10) An advice to advisors to improve their partnerships
(20:24) How Fiduciary Alliance was born
(23:04) The challenges of leading advisors at Parallel Financial versus business owners at Fiduciary Alliance
(25:40) The biggest mistakes advisors make when selecting a firm
(34:00) The power of working ON your business, not just IN it
(36:06) Brian’s vision for the next 10 years
Get in touch with Brian Boughner at:
LinkedIn: https://www.linkedin.com/in/brianboughner/
Parallel Financial: https://www.parallelfinancial.com/
Fiduciary Alliance: https://www.fiduciaryalliance.org/
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.
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 the 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. As I said before, coaching is personality driven. You might not like my style or tactics. So 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 will not ask for compensation of any kind during that 14 days.
If after experiencing my work for 30 days 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.
► Subscribe to our channel here: https://www.youtube.com/user/CoachJoeLukacs?sub_confirmation=1
Facebook: https://www.facebook.com/coachjoe.guru/
Instagram: https://www.instagram.com/coach_joe_guru/
LinkedIn: https://www.linkedin.com/in/coachjoelukacs/
Website: https://www.magellannetwork.net/
Soundcloud: https://soundcloud.com/themagellannetwork
Twitter: https://twitter.com/CoachJoeLukacs__
In this episode, Brian shares his remarkable journey, from starting as a financial advisor to making the bold decision to go independent. He also discusses co-founding an independent wealth management firm and creating a platform designed to help other advisors achieve independence.
We discussed the following:
(05:01) What attracted Brian to the financial world
(07:04) Why Brian left his first major financial services company
(14:32) What attracts advisors to join Parallel Financial today
{17.10) An advice to advisors to improve their partnerships
(20:24) How Fiduciary Alliance was born
(23:04) The challenges of leading advisors at Parallel Financial versus business owners at Fiduciary Alliance
(25:40) The biggest mistakes advisors make when selecting a firm
(34:00) The power of working ON your business, not just IN it
(36:06) Brian’s vision for the next 10 years
Get in touch with Brian Boughner at:
LinkedIn: https://www.linkedin.com/in/brianboughner/
Parallel Financial: https://www.parallelfinancial.com/
Fiduciary Alliance: https://www.fiduciaryalliance.org/
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.
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 the 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. As I said before, coaching is personality driven. You might not like my style or tactics. So 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 will not ask for compensation of any kind during that 14 days.
If after experiencing my work for 30 days 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.
► Subscribe to our channel here: https://www.youtube.com/user/CoachJoeLukacs?sub_confirmation=1
Facebook: https://www.facebook.com/coachjoe.guru/
Instagram: https://www.instagram.com/coach_joe_guru/
LinkedIn: https://www.linkedin.com/in/coachjoelukacs/
Website: https://www.magellannetwork.net/
Soundcloud: https://soundcloud.com/themagellannetwork
Twitter: https://twitter.com/CoachJoeLukacs__
