Mastering The Art of People: How to Master The Power To Influence, Persuade, Lead, and Coach Your Clients, Team, or Anyone to Take Action & Live Their Best Life.
Watch This Message From Coach Joe Lukacs
Why I’m super excited about this and why I believe attending this powerful three-day training is a must for you:
From The Desk of Coach Joe Lukacs
To gain a preeminent competitive advantage, the advisor of the future will need to be an expert in influence, leadership, persuasion, and coaching. Do you want to have this powerful advantage?
You operate in an information- and logic-based profession. Your challenge is that most people are emotional decision-makers who use logic to justify their decisions. To move them to the right decision elegantly and ethically, you must master their emotional language patterns.
The future of our role as financial advisors is to evolve from advisor/planner to coach/leader. As a coach/leader, you will gain a significant competitive advantage in your marketplace and be able to command premium fees because of the life-changing value you will bring to your clients.
As part of my preparation and research in creating this program, I have discovered the following information:
- A 2019 Vanguard study titled "Putting a Value on Your Value: Quantifying Vanguard Advisor's Alpha" found that behavioral coaching could add approximately 1.5% annually to clients' net returns. This was the most significant single value-added component among all advisor services analyzed.
- Morningstar's "Mind the Gap" research (updated regularly) consistently shows that investors typically earn lower returns than the funds they invest in, primarily due to behavioral factors like poor timing decisions. Their 2021 report indicated a behavioral gap of 1.7% annually across all funds.
- The Financial Planning Association (FPA) and Janus Henderson's 2022 study revealed that 88% of clients valued emotional guidance and behavioral coaching more than technical portfolio management during market volatility.
- Fidelity's 2023 "Value of an Advisor" study estimated that behavioral coaching accounted for 1.5-2% of added value. The impact is particularly pronounced during market downturns when emotional decision-making increases.
- The CFP Board's 2021 research found that financial planners who incorporated behavioral coaching reported higher client retention rates (83% vs. 68%) and received more referrals than those focusing solely on technical aspects.
- A 2022 Journal of Financial Planning study by Blanchett and Kaplan found that advisors who focused on behavioral aspects helped clients maintain 95% portfolio efficiency during market downturns compared to 76% for self-directed investors.
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Having the mindset and skill set to master the art and science of coaching and leadership is essential if you want to make a massive impact on yourself, your team, and your clients.
The CFP Board has approved us for 21.50 CE Credit Hours
Can't Make The Live Event? We Have You Covered. You Will Have Access To All The Recordings & The Masterclass. Â
Here are some highlights of this powerful three-day program. You will learn how to:
I left out many other elements of this training that you will be receiving because the list would be well over 50 items long! :)
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How your identity dictates your power to lead, coach, and influence and how to shift it to maximize your power and results.
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How to prepare for interactions, both live and virtual. If you’re just showing up, you’re merely hoping for your desired outcome.
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How to build massive rapport with anyone you choose, even on Zoom. Everything starts with likability.
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How to create a communication bridge so people open up to you and tell the truth.
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The art and science of pre-framing, re-framing, and de-framing: some of the most powerful coaching tools I use.
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Asking the right questions: your most powerful coaching diagnostic tool. You will uncover all you need to know to coach effectively.
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How to become a Zoom master. Video conferencing isn’t going away: I’ll show you how to be highly effective using it.
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How to uncover a person’s communication style: if you don’t speak their language, they won’t hear you.
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How to uncover a person’s information style: get this wrong, and you won’t be able to lead them.
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How to help them uncover their real pain and reframe it into their power to take action.
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Why talking too much hurts you in leadership and coaching. You’ll learn the power of the silent pause.
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How to uncover a person’s decision-making syntax: mismatch this, and you’re in trouble.
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How to use "moving toward vs. moving away" and "heaven vs. hell" to frame decisions.
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How to present your recommendations in a way that compels action.
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How to understand and uncover behavioral patterns: this will set you apart from the competition.
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Your coaching and leadership triad.
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How to be a rockstar at reframing objections: it's not what you think, and with our framework, you won’t even need it.
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How to get someone back on track when they go "off the rails."
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How to be highly effective with couples: both are involved in the decision, even if they say otherwise.
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One of the most important skills: how to be an interviewer, not a presenter.
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The psychology of coaching and leadership.
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The four levels of coaching and leadership.
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The seven steps to creating lasting change in people.
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The ten fundamental powers of extraordinary leaders and coaches.
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Your core values as a leader or coach.
And so much more…
Video Preview of The MAP Program
Please watch this 10 minute overview of the MAP program. Then, you can decide to join us for this one-time coaching training.
What you are going to get when you register for the livestream
If you have attended any of our virtual events, you know we strive to provide maximum value.
- A virtual seat on Tuesday, 7.15.25, Wednesday, 7.16.25, and Thursday, 7.17.25.
- All workshop materials, including pre-work.
- Access to the live stream and masterclass for one year.
- Ten behavioral assessments to use with clients, prospects, or anyone you choose.
- Membership in our M.A.P. coach group inside the Magellan Network for one year.
- Access to my certified behavioral assessment team for coaching and support.
- Your private personal coaching community on our Magellan Coaching Network App.
- If you are a CFP, you will be credited with 21.5 CE hours.
Your Investment Analysis
I will make it super easy for you to say yes to this!
Please use the form below to claim your seat. This is the only way to register; we have built an automated process to assist you. Be sure to complete the form in full.
Click The Card Below To Reserve Your Seat
This event is capped at a maximum of 40 virtual participants. Take action now!
