Couverture de The Magellan Network Podcast

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
Épisodes
  • How to Build a Team That Actually Works!

    How to Build a Team That Actually Works!
    Jun 5 2026
    How to Build a Team That Actually Works | Episode 363 In this episode of the Magellan Network Show, Coach Joe Lukacs breaks down one of the most overlooked keys to scaling a financial advisory firm: your people. The truth is, your team is either an engine of growth or an anchor holding you back. There is no middle ground. Coach Joe shares decades of real-world experience coaching financial advisors to help you understand how to attract, develop, and retain the right talent — and how to let go of the wrong people before they cost you your vision. In this episode, you will learn: ● The 3 types of team members and why only one will help you scale ● The single interview question that reveals whether someone is a stakeholder or just looking for a paycheck ● Why nobody is better than the wrong body ● How to think about compensation as an investment, not a cost ● The difference between management and leadership when it comes to your team ● Why you should never be your own HR consultant ● How to plan ahead for hiring before your business is on fire ● If you are serious about doubling your business in the next three to five years, this episode is essential listening. Connect with Coach Joe and access all resources at coachjoe.guru If you found this episode valuable, please subscribe, leave a comment on YouTube, and share it with a colleague in the game.
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    25 min
  • Your Next Generation Advisors Are Leaving — Here's Why

    Your Next Generation Advisors Are Leaving — Here's Why
    May 29 2026
    Are You Losing Your Next-Gen Advisors Before They Ever Reach Their Potential? In Episode 362 of the Magellan Network Show, Coach Joe Lukacs tackles one of the most pressing and costly challenges facing financial advisory firms today: the development and retention of G2 (next generation) advisors. With a 72% failure rate over five years and $ 600K-$1 M in losses for every advisor who washes out, this isn't just an HR problem. It's a strategic crisis. Add in the $124 trillion great wealth transfer, and the fact that 90% of heirs don't work with their parents' advisor, and the stakes couldn't be higher. In this episode, Coach Joe covers: ✅ Why G2 development is a firm survival issue, not just a talent issue ✅ The 5 pillars of advisor development every firm leader needs to know ✅ What G2 advisors should look for when evaluating a firm (hint: it's not just comp) ✅ How to build a self-managed, stakeholder-minded culture ✅ The 6 key metrics every firm leader should be tracking for their G2S ✅ Why relationships and referrals must be taught early and how to do it Whether you're a firm owner building your bench or a newer advisor figuring out your path, this episode gives you a clear, actionable framework. 📄 Download Coach Joe's FREE G2 White Paper: https://www.coachjoe.guru/g2 🎙️ Like, share, and subscribe for a new episode every week.
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    27 min
  • The Difference Between Advisors Making 500K and 5M Comes Down to This

    The Difference Between Advisors Making 500K and 5M Comes Down to This
    May 22 2026
    Creating a strategic calendar is not just about managing appointments. It is about designing a life and business that actually work together. In this episode of the Magellan Network Show, Coach Joe Lukacs breaks down how financial advisors can create a strategic calendar that improves productivity, protects personal time, and creates long-term growth without burnout. You will learn: • The difference between a tactical calendar and a strategic calendar • How to structure tactical, strategic, and renewal time • Why recovery time should be scheduled first • How to create more accountability and balance • The importance of reviewing and adjusting your calendar regularly If you feel like your business controls your schedule instead of the other way around, this episode is for you. 🎧 Listen now and start building a calendar that supports both your business and your life.
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    21 min
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