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How I Partner With

Financial Advisor Organizations

Fractional High-Performance Coaching Partnership For Your Organization 

If your financial advisor organization is growing and you are looking for a competitive advantage in recruiting and retaining your top FA talent, having an "in-house" coaching and practice management program will give you that competitive advantage.

By partnering with Coach Joe Lukacs and Magellan Network, your organization will have access to all the strategies, skills, tools, and masterclasses that will add an additional 5%-20% of growth each year. This additional growth is real and documented. If you already have a Director of Practice Management on your team, they can collaborate directly with Coach Joe and tap into his more than 30 years of coaching financial advisors. 

Let’s dive into why a Fractional High-Performance Coach could be the best investment for your firm: 

  1. Create a Cohesive Business Plan For Your Advisors: Financial services offer limitless options. Many advisors get pulled in multiple directions, investing in scattered strategies that lack consistency. A written business plan helps create a cohesive vision that ties all your advisors' efforts together. Using our templates, they will create a 10-year, 3-year, and 1-year plan. In addition, they will have a personal development game plan, a business development game plan, and ongoing written monthly game plans.

  2. Daily Coaching Delivered Via Video Via Our App: We cover mindset, practice management, sales and influence, marketing, and business development each week. Every business morning at 5:00 AM ET, a daily coaching video is released to your advisors, giving them access to strategies that are working today.

  3. The Best Sales & Influence Training In The Industry: Many advisors, especially new ones, lack the influence skills to get the yes from clients and prospects. Your advisors will have access to training and coaching that will make them so skilled that they can convert a much higher percentage of prospects into great clients.   

  4. Access to Coach Joe Lukacs: Several times per month, there are scheduled Zoom Coaching Casts, during which your advisors can jump on a Zoom and bring a topic or question directly to the coach. This allows your advisors to tap into over 30 years of coaching expertise.

  5. Access to Magellan Academy: Your advisors will have access to masterclasses, tools, and templates covering topics such as the Daily Game Plan, Morning Success Ritual, Referral & Introduction Strategies, and COIs.

  6. High Impact Training & Coaching For Young Advisors: Your next gen advisors will shave years off their development by mastering key growth and success skills early in their careers. 

Hiring a Fractional High-Performance Coach gives you access to the expertise of a seasoned leader without the overhead of a full-time hire. 

Fractional High-Performance Coach Partnership: 

  • A custom-branded coaching space inside Magellan Network for your organization

  • Delivery of all content via our mobile app

  • Daily coaching video from Coach Joe for your advisors

  • Access to all masterclasses for your financial advisors

  • An invitation to be coached directly by Coach Joe during several Zoom Coaching Cast each month

  • Access to our Magellan Vision 10X Strategic Planning Process

  • Access to our Get The Yes 2.0 Sales & Influence Course

  • Copies of all of our tools and templates

  • Personal development content delivered on weekends and holidays that are personally curated by Coach Joe

  • 'Coach The Coach," your director of practice management, will be able to collaborate directly with Coach Joe via private office hours and a quarterly 1:1 mastermind session

Documented ROI

Let's Chat

Complete the short form below. You and Coach Joe will be scheduled to discuss a profitable collaborative partnership.