About
COACH JOE
I have coached & consulted with over 2,500 practices in my nearly 30-year career, resulting in over $50B of AUM, and over $500M additional revenue. I Partner With Financial Advisors To Optimize & Grow Their Practices
(go watch the videos on the testimonial page).
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Here is what I love doing for advisors and
what I can do for you:

Strategic Business Planning Consulting (Creating a 10-Year Vision For You and Your Business)

Personally, Coach Advisors to Create and Achieve Their Ultimate Vision For Themselves

Coaching Team Leaders to Become a Better Leader Facilitating Team Retreats (A 1-3 Day Deep Dive Into Your Team, Itʼs Vision, and itʼs Challenges)

Hot-Seat Coaching at Conferences ( A rapid-fire, high-energy, Laser-Like Q/A)

Small-Group Coaching /MasterMinds Day (One-Day Interactive, Outcome Focused, No BS Style)

Hosting My Annual 3-day Strategic Business Planning Retreat Leading, Coaching, and Training My Magellan MasterMind & Network Members
Here are some of my
Coaching Career Highlights:
Some Personal Information

I was born in Perth Amboy NJ in 1964 My family was in the bar/restaurant business starting in 1920 I grew-up working in the family business starting at 9 years old My family was lower middle class and money was always an issue I was a below-average student and socially awkward. My first personal development book I read was “Think & Grow Rich” at 17. I started my first business at 17 because I did not want the life of my father I have been an entrepreneur all my life
I went to work with Tony Robbins Organization in 1991 in New York City (Commission Only) I met my business/life partner Marisa in 1993 got engaged in 10 days and have been married 25 years I have three young adult children (Joey, Kate, Michael) We moved from Bridgewater NJ to Melbourne FL in 2000 I love cooking, wine, landscaping, and architecture We have 3 dogs (German Shepherds and a Chocolate Lab rescue). We have 4 cats I never plan to retire I love what I do and I do it 24/7/365
My Current Mindset/MYOS
I am A Giver - Athlete - Grateful - Loyal - At Peace - Endless Emotional Energy - Care Deeply About People - Always Adding Value - Leader of People - Family Man - Best Friend to Marisa - Powerful - Fearless - Make Shit Happen - Live an Uncomfortable Life - Life Coach to My Kids - Friend, Fiduciary, and Coach to My Clients. Grateful But Never Satisfied.
Life is… A True Gift - To Be Cherished - An Opportunity for Greatness - A Box of Chocolates - To Be Enjoyed - Too Short - An Adventure - To Be Lived - No Stress = No Life
People are… Interesting - Simple Yet Complicated - Mostly Unconscious - In Need of My Help - Mostly Good - Never Let The Bad 5% Influence You - Why I am Here!
Business is… A Game That I Win - A Test of My Emotional State - Only a Part of My Life - Always Evolving Therefore I Must Always Evolve - Always Abundant - A Reflection of MYOS - So Much Opportunity
What is important to me
(My Values)
My Relationship With Myself - My Relationship With My Higher Power - My Relationship With Marisa - My Relationship With My Adult Kids - My Relationship With My Clients Freedom - Success - Abundance - Staying Uncomfortable - Fitness/Energy - Always Learning - Personal Integrity My 10x Identity A Business Leader - Successful - Healthy - Vibrant - Athlete - In Shape - A Man Who Makes Shit Happen - Congruent - Confident - High Energy I get after it.