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The Magellan Network Podcast

The Magellan Network Podcast

De : Joseph Lukacs
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 Joseph Lukacs has coached and consulted financial advisors for nearly 25 years. In The Magellan Network Podcast, he will deliver concepts, strategies, mind-set shifts, and no nonsense advice that all financial advisers can benefit. He will also be interviewing some of the most successful professionals in the industry. Subscribe now and leverage his over 50,000 coaching and consulting sessions with financial advisors world-wide.All rights reserved Economie
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    Épisodes
    • Centers of Influence Don't Respond to Cold Calls | Here's Why

      Centers of Influence Don't Respond to Cold Calls | Here's Why
      Feb 27 2026
      Why Centers of Influence Don't Respond to Cold Calls (And What Actually Works) Most financial advisors waste years chasing CPAs and attorneys with zero results. After 32 years coaching over 75,000 sessions with financial advisors, I'm sharing the real COI strategy that actually works. In this episode, Coach Joe reveal: ✅ The #1 mistake advisors make with COI strategies (and why 9/10 fail) ✅ Why CPAs and estate planning attorneys rarely deliver referrals ✅ Non-traditional COIs worth 10X more than CPAs (executive coaches, life transition specialists, business consultants) ✅ The 50-meeting rule: Why you need this many before measuring success ✅ My exact email template for warm introductions (never cold call) ✅ How to claim your niche so COIs actually remember and refer you ✅ The first meeting strategy: Listen, don't pitch Listen now and start building partnerships that actually convert.
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      24 min
    • The 3 Stages Between Individual Contributor and Team Leader

      The 3 Stages Between Individual Contributor and Team Leader
      Feb 20 2026
      🚨 Episode 349: The 3 Stages Between Individual Contributor and Team Leader Most financial advisors start as producers. Few intentionally become leaders. In this powerful episode of the Magellan Network Show, Coach Joe Lucas breaks down the real journey from doing everything yourself to building and leading a high-performance team. If you want to scale beyond personal production, you must master leadership, standards, culture, and talent strategy. Learn how to avoid becoming the “accidental leader,” how to invest in A-players, and why your growth is limited by the team you build. If you’re serious about scaling your practice, this episode is required listening.
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      21 min
    • The Best Investment You’ll Ever Make Is Yourself

      The Best Investment You’ll Ever Make Is Yourself
      Feb 13 2026
      The Best Investment You’ll Ever Make Is Yourself by Joseph Lukacs
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      20 min
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