Magellan Network & MasterMind

I am very grateful for the feedback from our members. Thank you. Curtis Randle El III MBA AIFA Rob Kremer, AIF® Andrew Johann, CFP® Sean Hogan, CFP®, MBA Courtney S. Ryan Brunnock Jeffrey Schwartz, Wendy Eddy, CPWA®, David Scheur James Williams Zach Hearne

Advisors often stress the importance of planning for their clients but neglect their own financial strategies, leading to avoidable issues like IRS troubles and cash crunches. It's time for the industry to address this identity crisis and ensure advisors practice what they preach. Planning isn’t just advice—it’s a necessity. ▶️ Watch the FULL Episode: https://lnkd.in/ge_Frn_5 📌Check out Magellannetwork.net, where you can find tons of masterclasses forms, tools, templates, and strategies that will help enhance your advisor game. Joe Lukacs #TheMagellanNetwork #CoachJoeLukacs #financialcoaching #mindsetmatters #strategicplanning #goalsetting #morningrituals #wealthmanager #wealthmanagement #wealthplanning #retirementplanning #coaching #certifiedfinancialplanner #insurancesales #lifeinsurance #insuranceagent #financialadvisortraining #financialadvisorcoaching #financialadvisors #FinancialPlanning #LeadByExample #AdvisorLife

If you're looking to elevate, start by doing the hardest and most counterintuitive thing: look in the mirror and confront your fundamental flaws. As a leader, professional, or advisor, your results will never exceed your current standards—so raising them is non-negotiable. Growth begins when you choose to hold yourself to a higher level. 📌Check out Magellannetwork.net, where you can find tons of masterclasses forms, tools, templates, and strategies that will help enhance your advisor game. #TheMagellanNetwork #CoachJoeLukacs #financialcoaching #mindsetmatters #strategicplanning #goalsetting #morningrituals #wealthmanager #wealthmanagement #wealthplanning #retirementplanning #coaching #certifiedfinancialplanner #insurancesales #lifeinsurance #insuranceagent #financialadvisortraining #financialadvisorcoaching #financialadvisors #RaiseYourStandards #LeadershipGrowth #ContinuousImprovement

If you're investing in lead generation—whether it's seminars, internet leads, or digital marketing—you must track every detail. A weak link in the process, like poor follow-up or weak conversion strategies, can ruin the entire effort. Strengthen every step to ensure your investment pays off. ▶️ Watch the FULL Episode: https://lnkd.in/gN5Z6PaV 📌Check out Magellannetwork.net, where you can find tons of masterclasses forms, tools, templates, and strategies that will help enhance your advisor game. Joe Lukacs #TheMagellanNetwork #CoachJoeLukacs #financialcoaching #mindsetmatters #strategicplanning #goalsetting #morningrituals #wealthmanager #wealthmanagement #wealthplanning #retirementplanning #coaching #certifiedfinancialplanner #insurancesales #lifeinsurance #insuranceagent #financialadvisortraining #financialadvisorcoaching #financialadvisors #LeadGeneration #MarketingSuccess #BusinessGrowth

The top producers I work with—whether $20M, $30M, or $40M earners—are all in on the game. They’re not workaholics; they’ve mastered clarity, morning rituals, and the art of playing to win. They enjoy freedom and flexibility, but when it’s time to work, they give 150% to be the best. The takeaway? Get crystal clear on your identity, build powerful habits, and commit fully when it counts. 📌Check out Magellannetwork.net, where you can find tons of masterclasses forms, tools, templates, and strategies that will help enhance your advisor game. Joe Lukacs #TheMagellanNetwork #CoachJoeLukacs #financialcoaching #mindsetmatters #strategicplanning #goalsetting #morningrituals #wealthmanager #wealthmanagement #wealthplanning #retirementplanning #coaching #certifiedfinancialplanner #insurancesales #lifeinsurance #insuranceagent #financialadvisortraining #financialadvisorcoaching #financialadvisors #HighPerformance #CommitmentToExcellence #FreedomAndFocus

Hi everyone, welcome to The Magellan Network Show, and Happy New Year! It’s great to be back after a brief hiatus to kick off 2025. Today, I’ll share strategies to help you start the year strong and set the tone for success. In this episode, I’ll be sharing the same tools I’ve been working on with my Magellan Network members and coaching clients. Let’s dive in and make January the foundation for an incredible year ahead! 🔊▶️ https://buff.ly/42aCTK0 I also discussed the following: (03:40) Six questions advisors must ask themselves as they look back at last year (11:32) A massive indicator of success in this game (14:37) The problem with motivation (16:41) The four frames to a goal (18:52) How to take advantage of the “January effect” (20:43) Why every advisor must be involved with a coach — Go to https://buff.ly/3Cfed3J today and don't forget to claim your FREE Basic Membership inside of the Magellan Network. Also, if any of this makes sense to you, kindly forward this video to three of your colleagues inside the financial services space so we can reach out and provide value to more people. #TheMagellanNetwork #CoachJoeLukacs #financialcoaching #mindsetmatters #strategicplanning #wealthmanager #WealthManagement #wealthplanning #retirementplanning #coaching #certifiedfinancialplanner #insurancesales #lifeinsurance #insuranceagent #FinancialAdvisorTraining #financialadvisorcoaching #financialadvisors

Why do so many people turn to online lead generators or seminars for financial advice instead of trusted connections? It’s a reflection of how we, as an industry, have often failed to communicate effectively with our clients, networks, and COIs. Let’s focus on building trust and ensuring people know where to turn for credible, personalized guidance. ▶️ Watch the FULL Episode: https://lnkd.in/epB3xvNM 📌Check out Magellannetwork.net, where you can find tons of masterclasses forms, tools, templates, and strategies that will help enhance your advisor game. Joe Lukacs #TheMagellanNetwork #CoachJoeLukacs #financialcoaching #mindsetmatters #strategicplanning #goalsetting #morningrituals #wealthmanager #wealthmanagement #wealthplanning #retirementplanning #coaching #certifiedfinancialplanner #insurancesales #lifeinsurance #insuranceagent #financialadvisortraining #financialadvisorcoaching #financialadvisors #FinancialPlanning #TrustMatters

Reinvesting in your business can feel like a leap of faith—especially when it means tightening your margins to grow your team. But that decision to add another chair, whether it’s an advisor, admin, or COO, is what sets the stage for the next level of success. Growth happens when you're willing to bet on your future, again and again. ▶️ Watch the FULL Episode: https://lnkd.in/dKR4hQMN 📌Check out Magellannetwork.net, where you can find tons of masterclasses forms, tools, templates, and strategies that will help enhance your advisor game. Joe Lukacs #TheMagellanNetwork #CoachJoeLukacs #financialcoaching #mindsetmatters #strategicplanning #goalsetting #morningrituals #wealthmanager #wealthmanagement #wealthplanning #retirementplanning #coaching #certifiedfinancialplanner #insurancesales #lifeinsurance #insuranceagent #financialadvisortraining #financialadvisorcoaching #financialadvisors #BusinessGrowth #LeadershipDecisions #InvestInYourTeam

The difference between good and great often comes down to one thing: Identity. Do you see your work as just a job, or is it part of who you are? When you go all in and make it your identity, that's when true excellence becomes possible. ▶️ Watch the FULL Episode: https://lnkd.in/gyvaAvWR 📌Check out Magellannetwork.net, where you can find tons of masterclasses forms, tools, templates, and strategies that will help enhance your advisor game. Joe Lukacs #TheMagellanNetwork #CoachJoeLukacs #financialcoaching #mindsetmatters #strategicplanning #goalsetting #morningrituals #wealthmanager #wealthmanagement #wealthplanning #retirementplanning #coaching #certifiedfinancialplanner #insurancesales #lifeinsurance #insuranceagent #financialadvisortraining #financialadvisorcoaching #financialadvisors #MindsetMatters #AllIn #Identity

Lagging metrics tell the story of what you’ve already achieved—like AUM, households, and revenue. But to shape the future, you need leading indicators: intro meetings, referrals, and other proactive measures. The more advanced your marketing and business development, the more essential it becomes to track these forward-focused metrics. ▶️ Watch the FULL Episode: https://lnkd.in/gN5Z6PaV 📌Check out Magellannetwork.net, where you can find tons of masterclasses forms, tools, templates, and strategies that will help enhance your advisor game. Joe Lukacs #TheMagellanNetwork #CoachJoeLukacs #financialcoaching #mindsetmatters #strategicplanning #goalsetting #morningrituals #wealthmanager #wealthmanagement #wealthplanning #retirementplanning #coaching #certifiedfinancialplanner #insurancesales #lifeinsurance #insuranceagent #financialadvisortraining #financialadvisorcoaching #financialadvisors #BusinessGrowth #MetricsMatter #FutureFocused