This machine builds practices.
We believe in old-world partnerships and forward-thinking marketing technologies. Magellan Financial is a constantly evolving, full-service independent marketing machine. We have the analytics and expertise to support our field-tested marketing strategies. We build brands and bottom lines.
Lead generation isn’t enough. You need a true partner.
You need a partner willing to invest in your practice on day one to fully realize your business goals — not one looking to markup marketing efforts. We offer these services wholesale to every Magellan partner.
Our work starts with your goals and ends with execution: the right message, in the right formats, in front of the right people — consistently.
More. Better. Different.
These three words define our core beliefs about this business and our obligation to you, our partner. They’re the ideals that drive our business forward.
M More
You deserve more — more help, more marketing, more appointments, and more high-net-worth clients. We give you unique ways to share your message in more formats so it reaches more of the right people. We invest more time and resources into your business from the second our partnership begins.
B Better
Better never sleeps. The best in class isn’t good enough. Better is never being content — it’s being innovative. We evaluate your practice at a granular level and implement the best strategy to fully realize your business goals.
D Different
You deserve different. At Magellan, custom is standard — there is no catch-all marketing strategy. Your marketing and business strategy should separate you from your competitors. YOU are your unique message.
Strategic partnerships for advisors willing to match the effort.
Selective Partnerships Our marketing works — and we protect that standard.
At Magellan, we are strategic in our partnerships. Our labor-intensive marketing strategies are for the few fiercely independent advisors willing to match our effort. Your reading this is not an accident.
- ✓ You want a true partner, not a vendor.
- ✓ You’re committed to consistent execution.
- ✓ You value custom strategy over templates.
- ✓ You’re ready to invest effort alongside us.
- ✓ You want a brand that stands apart.
- ✓ You’re building for long-term growth.
A focused process built around your goals.
No catch-all strategy — we build your recruiting and marketing approach around your practice, your voice, and the outcomes you’re targeting.
Let’s see if Magellan is the right fit.
Tell us a little about your practice and what you’re building. If we’re aligned, we’ll follow up with next steps.
⚡ What we’ll learn
A quick note helps us understand your goals and whether our custom, high-effort approach fits what you’re after.
- ✓ Your growth goals (short + long term)
- ✓ Your ideal client + what sets you apart
- ✓ Where you want more traction (marketing, recruiting, brand)
- ✓ Timeline + urgency
Send a message
Fill out the form below — we’ll review and respond as soon as possible.