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__


10 Worst Mistakes in Financial Advisor Partnerships

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__

10 Best Advisor Partnerships Tips | Financial Advisor Coaching 2025

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__


Transform Yourself as a Financial Advisor: 10 Tips (2025) | Part 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__

10 Critical Reasons Advisors Must Associate with Like-Minded Peers in 2025

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


How to Master the Art of People: Coaching Secrets for Advisors 2025

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



Daily Game Plan 2025: 10 Ways to Boost Advisor Productivity

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


30 Years of Financial Advisor Coaching Wisdom 2025 (Part 1)

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__



30 Years of Financial Advisor Coaching Wisdom 2025 (Part 2)

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


30 Years of Financial Advisor Coaching Wisdom 2025 (Part 3)

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.


How to Win at the Game of Business: Financial Advisor Coaching 2025

Joseph Lukacs has coached and consulted financial advisors for nearly 25 years. In The Magellan Network Podcast, he will deliver concepts, strategies, mind-set shifts, and no nonsense advice that all financial advisers can benefit. 

He will also be interviewing some of the most successful professionals in the industry.    

Subscribe now and leverage his over 50,000 coaching and consulting sessions with financial advisors world-wide.

New tracks tagged #FinancialAdvisorCoachingandTraining