The Magellan Network Podcast

What if the reason your goals take so long isn’t strategy, but identity? In this episode, I explain why goals are hard to reach when they do not match your identity. After more than 30 years of coaching financial advisors, I have seen that trying to change yourself usually fails. Creating a new version of yourself is easier and leads to faster results. When who you are lines up with what you want, progress feels more natural. I share how I built a clear 10-year personal and business vision during my sabbatical. By writing a story about my future self and defining that person’s habits, beliefs, and standards, I gained clarity on who I needed to become and how to start acting that way now. 🎯 You’ll Learn How To: Align who you are with the goals you want to achieve Create a simple future-self vision that guides daily choices Stop trying to change yourself and start becoming someone new Build habits and standards that support long-term success ⏰ Timestamps: (05:13) What happens when your identity conflicts with your goals (06:00) How to reframe your identity (13:17) Why changing the order of goal-setting changes the result (14:34) Who do you need to become to fit the future you want? 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). Many of you probably paid thousands of dollars to various coaching programs with very mixed results. Most coaching programs are just that. A pre-planned process that is “cookie cutter”. Where they have salespeople having to “sell” you on their program and results. In most cases, it’s about the coach, their ego, and their money. They base their program on “practice management” or “marketing”. They make you more intelligent. What they all fail to do is help you make that “mindset” shift that must happen for you to realize your dreams and vision. 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. 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

What happens to your goals when motivation wears off? In this episode, I break down why most New Year’s resolutions fail and why motivation alone will never carry you through the year. With National Quitting Day as the backdrop, I explain the real difference between motivation and commitment, and why commitment, not feelings, is what drives long-term success in financial advising. I walk through a simple framework I use with advisors to help them stay consistent: knowing what you want is not enough. You must be clear on why the goal is a must and who you need to become to achieve it. Without those two anchors, effort becomes inconsistent and progress stalls. 🎯 You’ll Learn How To: Stop relying on motivation and build true commitment Clarify a “why” that makes quitting unacceptable Identify the version of yourself your goals require Create daily standards that don’t depend on how you feel ⏰ Timestamps: (03:32) Why motivation fades once the grind begins (05:02) How willpower runs out and habits collapse (06:10) Why commitment matters more than motivation (09:16) Why goals fail without a non-negotiable “must” (10:35) Why the next level requires becoming someone new (14:51) Why the “why” and the “who” determine consistency (15:57) Why avoiding failure guarantees no progress 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). Many of you probably paid thousands of dollars to various coaching programs with very mixed results. Most coaching programs are just that. A pre-planned process that is “cookie cutter”. Where they have salespeople having to “sell” you on their program and results. In most cases, it’s about the coach, their ego, and their money. They base their program on “practice management” or “marketing”. They make you more intelligent. What they all fail to do is help you make that “mindset” shift that must happen for you to realize your dreams and vision. 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. 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

What if the fastest way to a great year had nothing to do with production numbers in January? In this episode, I continue a two-part conversation by sharing the last five of ten strategies to help advisors avoid feeling behind before the year even gets started. Based on three decades of coaching experience, I explain why January should be your highest activity month and how focusing on execution over outcomes builds confidence, clarity, and momentum. This is about taking massive, intentional action early so the rest of the year feels more controlled and more predictable. 🎯 You’ll Learn How To: Shift your focus from short-term results to long-term momentum Structure your days using the One-Handed Daily Game Plan Leverage January to deepen relationships with clients, COIs, and prospects Create energy and consistency that carries into the rest of the year ⏰ Timestamps: (03:46) Why January should be measured by activity, not production (06:01) The January effect and the short window for meaningful change (06:46) How the One-Handed Daily Game Plan keeps execution simple and consistent (09:20) Why tracking your numbers early changes the entire year (09:39) Why front-loading reviews with expandable clients accelerates growth (12:47) Eliminating non-essential apps to protect performance (15:01) An asset more valuable than time (16:06) Why massive action is the fastest way to create momentum in January 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). Many of you probably paid thousands of dollars to various coaching programs with very mixed results. Most coaching programs are just that. A pre-planned process that is “cookie cutter”. Where they have salespeople having to “sell” you on their program and results. In most cases, it’s about the coach, their ego, and their money. They base their program on “practice management” or “marketing”. They make you more intelligent. What they all fail to do is help you make that “mindset” shift that must happen for you to realize your dreams and vision. 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. 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

How To Get Off To A Great Start In 2026 Part 1 by Joseph Lukacs

What would change in your business if every growth decision you made was guided by a clear, intentional strategy instead of reacting to whatever showed up that week? In this episode, I walk you through how I help advisors build a revenue-focused strategic plan for 2026 that actually drives momentum. Drawing on 30 years of coaching experience, I explain why chasing net new clients is a distraction, how to think differently about revenue targets, and why the next few years represent a massive opportunity as Boomers retire and the industry transitions. 🎯 You’ll Learn How To: Build a strategic plan for 2026 that prioritizes revenue over net new clients Track leading and lagging indicators that actually move the business forward Leverage client referrals and COIs instead of spreading yourself thin across channels Stay patient, consistent, and focused during one of the biggest opportunity windows in the industry ⏰ Timestamps: (05:11) Why a plan you don’t review weekly won’t work (06:27) How tracking the right things gives you more freedom, not less (07:16) Why tracking your time is usually the wrong focus (09:27) Why big goals fall apart without daily standards (13:05) How short-term thinking quietly kills long-term progress (15:10) How to figure out where your best clients really come from (18:15) Why doubling down on what works beats trying everything new 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

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

Have you ever wondered how much more powerful your business could become if you stopped letting the day control you and instead ran every day with a game plan that drives real results? In this episode, I break down why a structured daily routine is the single greatest advantage you can create as a financial advisor, and how shifting from a time-based mindset to an action-based one will transform your productivity, energy, and your business’s growth. I’ll discuss the exact framework I’ve refined over 30 years: morning ritual, contact strategy, midday reset, afternoon structure, and the key metrics you must track to build unstoppable momentum every single day. What You’ll Learn: Why a world-class morning ritual sets the tone for peak performance Why chunking your day and taking real breaks keeps your energy and focus sharp Why minimizing distractions and setting firm daily standards eliminates procrastination and boosts output Timestamps: (05:06) Why shifting to an activity-based plan unlocks real productivity (09:56) How knowing your meeting slots creates scalability and control (15:32) How your lunch choices can boost your productivity (17:55) Why having a hard stop eliminates procrastination (21:31) Why tracking five simple KPIs keeps your growth on track (23:04) When and where should you build your game plan (24:37) Why every advisor needs an autoresponder (26:05) The one question that should end every workday 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. www.magellannetwork.net

Have you ever thought about what really changes for Financial Advisors when they stop seeing this as a job and start seeing it as a game they’re meant to win? In this episode, I break down why framing your role as a game gives you the freedom to take risks, embrace failure, and build momentum year after year in what can truly be a 50-year career. I’ll walk you through how playing “the long game,” improving your skills, and adapting your strategies over time can create the economic abundance and time freedom most advisors never realize is possible. 🎯 What You’ll Learn: Why treating your advisor role like a game transforms how you handle failure, rejection, and risk How long-term thinking and continuous improvement create a path to world-class performance Why adaptability, strategy shifts, and avoiding complacency will determine who wins in the next chapter of our profession ⏰ Timestamps: (09:01) Why reframing rejection and failure helps you play bigger and bolder (12:23) Why world-class advisors commit to excellence 24/7, 365 (13:27) How becoming more valuable transforms your opportunities and your team (14:23) Why comfort signals the moment you stop growing (14:58) How “just getting through the day” becomes the biggest threat to your success (18:09) How adapting your strategy each season keeps you winning the long game 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). Many of you probably paid thousands of dollars to various coaching programs with very mixed results. Most coaching programs are just that. A pre-planned process that is “cookie cutter”. Where they have salespeople having to “sell” you on their program and results. In most cases, it’s about the coach, their ego, and their money. They base their program on “practice management” or “marketing”. They make you more intelligent. What they all fail to do is help you make that “mindset” shift that must happen for you to realize your dreams and vision. 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 30-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 30-days. Take action now and complete the short form below and I look forward to welcoming you personally inside the Magellan Network.

Have you ever wondered what separates advisors who build momentum year after year from those who feel like they’re grinding without real progress? In this third and final installment of my three-part series, I share the core principles I’ve taught for over three decades, principles that help advisors grow faster, lead better, and excel in an industry that’s changing more rapidly than ever. I break down why continuous learning, smart personal development, and managing your output instead of your hours are essential if you want to scale with purpose. I also explain why adaptability, especially with AI coming at us full force, will define who wins in the next chapter of our profession. What You’ll Learn: How my “5% principle” can elevate both your skills and your confidence Why compressing your day and focusing on output lead to greater productivity How strong leadership and empowered teams create scalable success Timestamps: (06:08) How protecting your reputation strengthens every relationship in your business (09:53) Why setting a walk-away time eliminates wasted hours and bad habits (12:43) Why adaptability is your greatest advantage as the industry keeps changing (15:08) Why honest metrics matter more than effort when growing your business (16:16) Why micromanagement stalls growth and empowered teams accelerate it (18:34) How reflection and strategy create true leverage as you scale your success 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). Many of you probably paid thousands of dollars to various coaching programs with very mixed results. Most coaching programs are just that. A pre-planned process that is “cookie cutter”. Where they have salespeople having to “sell” you on their program and results. In most cases, it’s about the coach, their ego, and their money. They base their program on “practice management” or “marketing”. They make you more intelligent. What they all fail to do is help you make that “mindset” shift that must happen for you to realize your dreams and vision. 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. 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

Ever wonder why some financial advisors keep growing while others hit a wall? In this second part of a three-part series, I share what I’ve learned from over 31 years of coaching advisors about how real growth begins with changing who you are, not just what you do. I talked about building strong daily habits, focusing on relationships, thinking strategically, and using technology like AI to enhance (not replace) the human side of advising. 🎯 What You’ll Learn: How daily rituals help you “win the day” in this game How to build deeper, more meaningful client relationships Why long-term success requires strategic thinking ⏰ Timestamps: (04:08) Why doing more won’t work until you become someone different (06:21) How becoming your future self drives business growth (13:32) What being truly client-centric really means (14:45) How genuine care turns clients into loyal advocates (15:52) Why mindset is the most valuable resource you have (22:29) Why AI can enhance your practice—but never replace you The Magellan Academy & Network The rules and tools for success in the financial services industry are about to change radically. I have spent over 30 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 videos and written testimonials by many of them). Many of you probably paid thousands of dollars to various coaching programs with very mixed results. Most coaching programs are just that. They base their program on “practice management” or “marketing”. They make you more intelligent. What they all fail to do is help you make that “mindset” shift that must happen for you to realize your dreams and vision. 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 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 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__

Have you ever wondered why some financial advisors thrive year after year while others struggle to gain traction? In this episode, I share insights from more than 31 years of coaching advisors on what truly drives long-term success. You’ll learn why qualities like drive, competitiveness, commitment, and consistency still define top performers, and why reinvesting 5–10% of your top-line revenue into personal growth can completely change your trajectory. 🎯 What You’ll Learn: Why your greatest investment is always in yourself How patience and persistence create lasting business success How to evolve your mindset to reach your next level of growth ⏰ Timestamps: (05:09) Why growing yourself is the only way to grow your business (06:35) How reinvesting 5–10% of your revenue fuels lasting success (07:53) Why designations won’t double your business (12:47) How chasing every new strategy keeps you stuck (13:33) Why ego and arrogance quietly destroy your potential (22:15) Why authentic human connection still drives this business (26:27) Why “I am who I am” keeps you from real growth (28:13) How thinking like your future self expands what’s possible 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). Many of you probably paid thousands of dollars to various coaching programs with very mixed results. Most coaching programs are just that. A pre-planned process that is “cookie cutter”. Where they have salespeople having to “sell” you on their program and results. In most cases, it’s about the coach, their ego, and their money. They base their program on “practice management” or “marketing”. They make you more intelligent. What they all fail to do is help you make that “mindset” shift that must happen for you to realize your dreams and vision. 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

Have you ever wondered why some advisors consistently perform at their best while others struggle to find their rhythm? In this episode, I’m sharing the 10-point daily game plan I’ve taught to hundreds of financial advisors to help them take control of their day and boost results by 20–30%. You’ll learn how to start your morning with intention, prioritize high-impact activities, use time blocking to stay focused, and manage your physical, mental, and emotional energy so you can operate at peak performance all day long. 🎯 What You’ll Learn: How to own the first hour of your day with my Magellan Morning Eight ritual The quadrant system I use to prioritize revenue-generating tasks How to time block effectively and eliminate distractions ⏰ Timestamps: (03:47) How a rockstar morning ritual sets the tone for peak performance (04:50) Why writing your plan down keeps your focus on track (10:51) Why setting a hard stop time crushes procrastination (11:51) How eliminating distractions protects your mental edge (17:33) How aligning tasks with energy levels maximizes results 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). Many of you probably paid thousands of dollars to various coaching programs with very mixed results. Most coaching programs are just that. A pre-planned process that is “cookie cutter”. Where they have salespeople having to “sell” you on their program and results. In most cases, it’s about the coach, their ego, and their money. They base their program on “practice management” or “marketing”. They make you more intelligent. What they all fail to do is help you make that “mindset” shift that must happen for you to realize your dreams and vision. 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

What if your next big breakthrough as a financial advisor didn’t come from a new strategy or software—but from the people you surround yourself with? In this episode, I’m sharing 10 best practices for networking and collaborating with like-minded advisors—the same principles I’ve used and taught for decades to help advisors grow faster and stay inspired. I’ll break down how to build powerful mastermind groups, choose the right industry events, and engage in meaningful online communities that actually move the needle. 🎯 What You’ll Learn: Why isolation is one of the biggest risks to your success How to form or join a mastermind group that truly adds value How proactive networking can drive both personal and professional growth ⏰ Timestamps: (04:02) How mastermind groups keep elite advisors sharp (06:26) How the right industry events reignite growth and perspective (10:00) Why group fit matters more than group size (14:04) How “faucets and sponges” keep masterminds balanced (16:55) How celebrating wins fuels mutual 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). Many of you probably paid thousands of dollars to various coaching programs with very mixed results. Most coaching programs are just that. A pre-planned process that is “cookie cutter”. Where they have salespeople having to “sell” you on their program and results. In most cases, it’s about the coach, their ego, and their money. They base their program on “practice management” or “marketing”. They make you more intelligent. What they all fail to do is help you make that “mindset” shift that must happen for you to realize your dreams and vision. 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

What if the future of financial advising isn’t about mastering spreadsheets—but mastering people? In this episode, I share why the advisors who will thrive aren’t just great planners—they’re great communicators and coaches. I’ll introduce Mastering the Art of People, my new 21.5 CE credit program designed to help you connect deeper, influence better, and stay ahead in an AI-driven world. 🎯 What You’ll Learn: Why shifting from planning to coaching gives you a real competitive edge How to pre-frame, reframe, and deframe client perspectives The emotional and communication skills that set top advisors apart ⏰ Timestamps: (11:25) Why 90% of clients crave emotional guidance—not data (14:16) Why great advisors ask powerful questions, not give great presentations (15:16) How virtual meetings can deepen trust and reveal more truth (19:28) Why your energy defines your influence and results (24:25) How the advisor of 2030 will lead through coaching and influence — Don’t miss your chance to elevate your advisory game. Mastering the Art of People is now open—but only until Monday, October 13 at noon (ET). Earn 21.5 CFP® CE credits, sharpen your coaching and communication skills, and future-proof your practice in an AI-driven world. Once it closes, it won’t reopen for another three years—so lock in your spot today and own it for life. Click HERE to register - https://www.magellannetwork.net/map The Magellan Academy & Network The rules and tools for success in the financial services industry are about to change radically. I have spent over 30 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 videos 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 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 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 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

What if the real secret to growing your advisory practice isn’t found in working harder—but in who you surround yourself with? In this episode, I share why associating with like-minded advisors is one of the most powerful levers for success. From collapsing years of trial-and-error into months, to getting accountability, honest feedback, and new perspectives that crush blind spots—your community can determine how far and how fast you go. 🎯 What You’ll Learn: Why your network of like-minded advisors can accelerate growth and keep you accountable How to raise your standards and avoid isolation by sharing proven strategies The value of honest feedback, early trend-spotting, and collective resources ⏰ Timestamps: (04:09) Why associations collapse time and fast-track success (05:54) Why accountability works when nothing else does (08:29) Why the right group raises your standards automatically (10:54) Why you need truth-tellers—not yes-people—in your corner (14:13) How community carries you through life’s toughest seasons The Magellan Academy & Network The rules and tools for success in the financial services industry are about to change radically. I have spent over 30 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 videos and written testimonials by many of them). Many of you probably paid thousands of dollars to various coaching programs with very mixed results. Most coaching programs are just that. They base their program on “practice management” or “marketing”. They make you more intelligent. What they all fail to do is help you make that “mindset” shift that must happen for you to realize your dreams and vision. 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 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 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__

What if failure isn’t something to avoid—but the very thing that fuels your growth? This episode is the second part of my two-part series on the 10 strategies every advisor needs to transform themselves. If you haven’t had a chance to listen to Part 1 yet, I recommend starting there to hear strategies 1–5 before diving into the rest here. In this episode, I share why your tribe matters, how to track the daily actions that truly drive results, and why energy, resilience, and celebrating wins are the keys to long-term success. 🎯 What You’ll Learn: Why your “tribe” can make or break your next level of growth How to create a daily scorecard that drives results Why energy, resilience, and celebrating wins matter most ⏰ Timestamps: (08:23) Why failure is the fuel that gets you to the next level (09:31) How resilience shows up when life and business get messy (11:42) Why energy—not talent—is the ultimate performance edge (15:25) Why you need to create your own championships in this game (17:24) Why the caveman brain defaults to fear—and how to beat it 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). Many of you probably paid thousands of dollars to various coaching programs with very mixed results. Most coaching programs are just that. A pre-planned process that is “cookie cutter”. Where they have salespeople having to “sell” you on their program and results. In most cases, it’s about the coach, their ego, and their money. They base their program on “practice management” or “marketing”. They make you more intelligent. What they all fail to do is help you make that “mindset” shift that must happen for you to realize your dreams and vision. 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. www.magellannetwork.net

What if the biggest ceiling on your business isn’t the market—but you? In this episode, I share why your current results are a direct reflection of who you are right now—and how breaking through to the next level requires you to evolve into a new version of yourself. I’ll walk you through the process of defining that next version, being brutally honest about your current gaps, setting clear and specific goals, and building the non-negotiable morning rituals that prime you for success. 🎯 What You'll Learn: Why your bank account is tied to who you are today—and who you’re becoming next How to script your “next version” with the habits, skills, and mindset you need Why consistent routines and investing 10% of your revenue in growth is non-negotiable for long-term success ⏰ Timestamps: (05:57) Why the real challenge isn’t your business—it’s you (08:06) How to design the next version of yourself like a screenplay (14:21) How morning rituals become non-negotiables for transformation (18:36) Why can’t you reach new income levels by doing the same old things The Magellan Academy & Network The rules and tools for success in the financial services industry are about to change radically. I have spent over 30 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 videos and written testimonials by many of them). Many of you probably paid thousands of dollars to various coaching programs with very mixed results. They base their program on “practice management” or “marketing”. They make you more intelligent. What they all fail to do is help you make that “mindset” shift that must happen for you to realize your dreams and vision. 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 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 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__

What if the success of your partnership has less to do with markets or money and everything to do with alignment and communication? In this episode, I share the strategies I’ve seen transform financial advisor partnerships, from building on shared vision and values (V²) to using behavioral assessments, role clarity, and smart agreements. I’ll walk you through why consistent communication, investing in growth, and celebrating wins together aren’t optional—they’re the glue that keeps partnerships thriving long term. 🎯 What You'll Learn: How to align on “V²”—Vision and Values—before anything else Why clear agreements and defined roles are non-negotiables How to keep your partnership adaptable with culture, growth, and planning ⏰ Timestamps: (06:50) How behavioral assessments prevent conflict (09:01) How regular meetings keep partners aligned (11:02) Why small conflicts are inevitable—and healthy (15:44) Why culture is every partner’s responsibility (16:52) How adaptability keeps partnerships future-ready --- The Magellan Academy & Network The rules and tools for success in the financial services industry are about to change radically. I have spent over 30 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 videos and written testimonials by many of them). Many of you probably paid thousands of dollars to various coaching programs with very mixed results. They base their program on “practice management” or “marketing”. They make you more intelligent. What they all fail to do is help you make that “mindset” shift that must happen for you to realize your dreams and vision. 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 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 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__

What if the biggest threat to your partnership isn’t the market or competition—but the way you set it up from day one? In this episode, I walk you through the 10 worst practices in financial advisor partnerships—from skipping the discovery phase to avoiding conflict, neglecting legal protections, and failing to plan an exit strategy. I’ll also show you why cultural fit, role clarity, and honest communication are non-negotiables if you want your partnership to survive. 🎯 What You'll Learn: Why rushing into a partnership without discovery almost always backfires How avoiding conflict destroys communication and trust over time Why every partnership needs a “prenup” to protect against messy exits ⏰ Timestamps: (04:16) The three pillars of a partnership (06:32) How poor communication puts partnerships in a death spiral (12:05) How legal protection saves you from business divorce (15:00) How revisiting agreements keeps partnerships alive (16:49) Why adaptability matters more than perfect plans The Magellan Academy & Network The rules and tools for success in the financial services industry are about to change radically. I have spent over 30 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 videos and written testimonials by many of them). Many of you probably paid thousands of dollars to various coaching programs with very mixed results. In most cases, it’s about the coach, their ego, and their money. They base their program on “practice management” or “marketing”. They make you more intelligent. What they all fail to do is help you make that “mindset” shift that must happen for you to realize your dreams and vision. 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 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 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__

Most advisors fail at transitioning their practice because they try to fix the old model instead of building the new one. In this episode, I show you exactly how to move from a legacy transactional business to a modern advisory model—without blowing up what you already have. Using a client’s 36-month journey from 95% transactional to 95% advisory, I’ll reveal the step-by-step process, the mindset shifts required, and why valuing your work is the key to creating a sustainable business. 🎯 What You'll Learn: Why you must build a “new factory” instead of trying to overhaul your old one overnight How to start the transition with smaller clients and gradually move up the list Why multiple conversations—and patience—are essential to shifting clients into advisory ⏰ Timestamps: (06:29) Why chasing perfection keeps you from making progress (14:17) How testing fees reveal your clients’ true loyalty (16:04) Why giving away your work devalues your entire profession (17:19) How clinging to a non-discretionary model hurts your clients (19:33) How small steps uncover who truly values your work The Magellan Academy & Network The rules and tools for success in the financial services industry are about to change radically. I have spent over 30 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. Many of you probably paid thousands of dollars to various coaching programs with very mixed results. In most cases, it’s about the coach, their ego, and their money. They base their program on “practice management” or “marketing”. They make you more intelligent. What they all fail to do is help you make that “mindset” shift that must happen for you to realize your dreams and vision. 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 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 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__