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The Magellan Network Podcast

The Magellan Network Podcast

Hosted by: Coach Joe Lukacs

Coach Joe Lukacs has coached & consulted with over 2,500 practices in his nearly 30 year career, resulting in over $50B of AUM and over $500M additional revenue. He Partners With Financial Advisors To Optimize...

All Episodes

Episodes

Podcast #1096 The Power of a “Touch-base” Call

I have always believed that all advisors are in the relationship business first and foremost. A client’s goodwill is the most valuable asset that you have. Doing financial planning and investing their assets are...
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Podcast #1094 How Long to Follow-up w/Prospects

My short answer is forever. In my experiences, I have found way too many advisors who give-up on prospects too soon. This is usually caused by the advisors emotions getting in the way. They feel rejected and they...
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Podcast #1093 Some Various Coaching Ideas

I hope you are enjoying your weekend. In this episode, I want to share with you some random coaching strategies that will help you make new distinctions about success and making changes.
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Podcast #1092 The Dog Days of Summer

Now that we are into the month of August, let’s discuss what not to do. Many advisors get into the mindset of summer. In other words, it’s OK to come into the office, do some work, and just “hang out”. This is bad on...
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Podcast #1091 Game On

One belief that I have since I started my coaching career is that advisors need to view themselves as a type of athlete and develop the rituals, behaviors, and standards of one. Success in our business take most of...
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Podcast #1090 The Right Action With The Wrong Process

During a call with a client, I congratulated him on exceeding his goal on the number of reviews that we wanted to hold in July. When I took a look at how many introduction conversations he had during the month of July...
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Podcast #1089 The Importance of a Monthly Game Plan

A few months ago I released an enhanced Monthly Game Plan Builder (MGPB). While working with my personal clients to execute this into their practice models, I started to notice an interesting distinction. Those...
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Podcast #1088 Let's Discuss Your August Monthly Game Plan

I hope you are enjoying your weekend. Now that July is in the books, lets turn our attention to the month of August. In my career, I have found this month to be a bit "bi-polar". On one hand, you definitely want to...
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Podcast #1087 Time to Put July 2015 In the Books

Time goes quickly when you are having run…right? Now that July is in the books, let make sure we have a measurement on our July KPI’s (Key Performance Indicators) and we turn our attention on creating your August...
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Podcast #1086 What is a COI

When I first started my coaching career, there were really only 2-types of COI’s ‘Center’s of Influence”. One was the CPA. The other was the Attorney. Many advisors would try all kinds of strategies to get referrals...
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Podcast #1085 Playing Office

I find during the summer months there is strategy that many advisors have to come into the office, do some work, make a few phone calls, and then “hang out”. If you are getting paid by the hour then I understand....
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Podcast #1084 A Quick Conversation of Profitability

During my Team Mastery program in Dallas, I took some time and spoke about profitability. When I ask the teams a question regarding what is cost them to serve a client, not one could give me a answer. The reality is,...
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