Magellan Network Application

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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.)* This field is required.
YESNO
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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?)* This field is required.
YESNO
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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.)* This field is required.
YESNO
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Do you promise to use the knowledge gained from this commitment to take fast action after? (Advice without action is worthless.)* This field is required.
YESNO
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What is your first name?* This field is required.
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What is your last name?* This field is required.
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What is your email address?* This field is required.
example@example.com
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What is your mobile phone number?* This field is required.
Area Code
Phone Number
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What is your website address?* This field is required.
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What type of financial advisor are you? * This field is required.Wirehouse-Insurance Co / RIA / Hybrid/ IBD / Other
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What is your current annual top-line revenue?* This field is required.
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What is your top-line revenue goal for the next 12-months & 36-months?* This field is required.
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How many team members and what roles do they have?* This field is required.
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How many clients do you have?* This field is required.
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How much money under management do you have?* This field is required.
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Why are you applying for membership?* This field is required.
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What do you believe is the #1 thing holding you back form achieving your goals and dreams?* This field is required.
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How Did You Find Out About Us? If a Current Member Referred You, Please Enter Their Name Below* This field is required.We reward our members for introductions with some really cool stuff!
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