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Trial Member Application
Please fill out and submit this short application form.
18
Questions
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1
As part of this exclusive advisor community, you will gain access to success strategies and time-tested insights of 100’s + successful financial advisors. Can you keep this information confidential? (Magellan members share so freely because they trust the other Magellan members. You, too, can share insights/results/challenges freely, knowing your privacy is respected & valued.)
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YES
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2
Do you agree to openly share your biggest challenge so the group can offer insights & support? (When Magellan members come together, they leave their egos at the door. They share their challenges openly and humbly to shortcut the feedback process and get the answers they need ASAP. Do you share this value?)
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YES
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3
In Magellan, all members help one another with their struggles and challenges. Are you willing to help others with your own advice and experiences? (Magellan members share their biggest challenge and offer their best advice. This is the core value of Magellan that makes our community so vibrant and strong.)
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4
Do you promise to use the knowledge gained from this commitment to take fast action after? (Advice without action is worthless.)
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5
What is your first name?
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6
What is your last name?
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7
What is your email address?
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example@example.com
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8
What is your mobile phone number?
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Area Code
Phone Number
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9
What is your website address?
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10
What type of financial advisor are you?
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Wirehouse-Insurance Co / RIA / Hybrid/ IBD / Other
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11
What is your current annual top-line revenue?
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12
What is your top-line revenue goal for the next 12-months & 36-months?
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13
How many team members and what roles do they have?
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14
How many clients do you have?
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15
How much money under management do you have?
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16
Why are you applying for this 30-day free trial offer?
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17
What do you believe is the #1 thing holding you back form achieving your goals and dreams?
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18
How Did You Find Out About Us? If a Current Member Referred You, Please Enter Their Name Below
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We reward our members for introductions with some really cool stuff!
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Magellan Network Application
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