For Brokerage Agencies, IMOs, and FMOs

Turn Your RIA Partners' Next-Gen Advisors Into Consistent Producers.

Stop competing on payout alone. Offer your RIA partners an AI-powered advisor development platform that drives faster ramp-up, consistent daily activity, and increased placement rates.

 

The Missing Piece Isn't Knowledge. It's Execution.

Your best RIA relationships all share the same frustration: their next-generation advisors are technically trained, but they lack the structure, discipline, and daily execution habits required to become consistent producers. The senior advisors at these firms don't have the time to coach them. Traditional coaching programs are too expensive to scale across an entire firm. As a result, these younger advisors stall out. When their production stalls, your case flow stalls. This isn't an education problem—it's a behavior and structure problem. Until now, brokerage agencies haven't had a scalable way to help their RIA partners solve it.

The Research Behind Our Approach

We've published a comprehensive white paper documenting the full scope of the G-2 development crisis and the data-driven case for AI-powered coaching. It covers the true 5-year cost of advisor turnover, why traditional training models fail, and the ROI model that makes this investment irrefutable.

A Value-Add That Actually Drives Production

What if you could offer your RIA partners a scalable coaching system that improves their advisors' productivity, time management, and consistency—without adding cost or workload to your agency? By providing a turnkey development solution, you transform your agency from a vendor into an indispensable growth partner. You help them develop younger advisors faster, improve accountability, and ultimately drive more production and case flow back to your agency. Even better? Many insurance carriers are actively allocating marketing dollars to support exactly this kind of advisor development. This can be structured as a carrier-funded initiative tied directly to premium growth. 

Enter Coach Joe AI: Scalable Advisor Development

We've partnered with industry veteran Coach Joe Lukacs to bring his proven methodology to your RIA partners. Over the last 32 years, Coach Joe has conducted more than 70,000 individual coaching sessions, helping over 2,500 practices drive more than $50 billion in new assets. Now, that entire body of work has been converted into an AI-driven coaching ecosystem. It provides next-gen advisors with on-demand access to proven guidance around time management, goal setting, productivity, and business development.

The Core Pillars

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1. Daily Structure & Execution

We install the habits that drive production. Advisors learn to master their time management, prioritize revenue-generating activities, and build a consistent daily routine that prevents the "rollercoaster" production cycle.

2. Mindset & Resilience

Next-gen advisors often struggle with the emotional toll of the business. This platform builds the mental armor required to overcome rejection, handle difficult client conversations, and maintain the confidence needed to close business..

On-Demand Accountability

Think of it as giving every advisor a coach they can access anytime—not just when they're struggling. Delivered via advanced AI, the coaching is personalized, instantly available, and grounded in + years of real-world financial advisor success.

Better Habits Drive Better Production

This platform is not about feel-good motivation; it is about measurable business impact. When you bring this solution to an RIA, the results speak for themselves:

• Faster Ramp-Up: New advisors compress their learning curve and reach baseline production sooner.

• Increased Placement: More consistent daily prospecting activity naturally leads to increased applications and placement through your agency.

• Stronger Retention: Advisors who feel supported and are seeing success are far less likely to wash out or jump to a competitor.

• Unbreakable Loyalty: When you solve an RIA owner's biggest headache—developing their junior talent—they reward you with their loyalty and their business.

Coach Joe AI In Action: Text Chat

In this short video, Coach Joe Lukacs demonstrates how advisors can use the chat feature of Coach Joe AI for real-time, on-demand coaching.

 

Coach Joe AI In Action: Audio Chat

In this short video, Coach Joe Lukacs demonstrates how advisors can use the audio feature of Coach Joe AI to have a live coaching conversation—just like calling your coach at the moment of need.

 

The Easy Yes: Launch a 60-Day Pilot

This doesn't require a massive initial commitment. We recommend starting with a simple, trackable pilot program. Select a small group of advisors from one of your key RIA partners. Run the platform for to days. We will track engagement, gather feedback, and measure the shift in daily activity. Once you see that it moves the needle, we can explore carrier funding options to roll it out more broadly.

 

Let's Discuss a Pilot for Your Agency

Complete the form below to schedule a brief strategy call. We'll show you exactly how this platform can be positioned as a value-add for your firm and how carrier marketing dollars might support the initiative.

 

Request A Discovery Meeting With Tom Hall

Complete the short form. You and Tom Hall will be scheduled to discuss making your new advisors the best they can be.

Request A Discovery Meeting With Tom Hall

About The Methodology

The engine powering this platform was built by Coach Joe Lukacs. Over a 32-year career, he has painstakingly developed his coaching strategies and systems over 70,000, individual coaching sessions. During that time, he has coached over 2,500 practices, resulting in over $50 billion of new assets and over $500 million of additional revenue. He is the founder of the Magellan Network, author of "Practice Power," and creator of the industry's most-watched financial advisor coaching channel on YouTube. His entire methodology has now been integrated into a scalable, AI-powered platform designed specifically for the next generation of advisors.