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Transform Yourself & Your Financial Advisory Business With A Proven Strategic Planning Process & Template
Unlock The Secrets of Scaling Your Practice With Effective Strategic PlanningÂ
Trusted By Leading Financial Advisors For Over 23 Years
Livestream Dates: November 20, 21, 22 2024
Masterclass 24/7/365
Get Access Now!Please Watch This Highlight Video
Get Access Now!SUCCESS STORIES
What Advisors Are Saying About The Magellan Vision 10X Masterclass
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Here Is why you must Get Access to this masterclass
Here are some comments from last year's retreat and masterclass
Watch The Video Below
Get Access Now!
4 FACTS
- Fact: Less than 20% of all financial advisors have a written plan or have read it in the last 30 days!
- Fact: Without a written plan, you lose track of your goals and can't break through to your next level!
- Fact: Without a written plan, you DEFAULT back into your old patterns and behaviors costing you hundreds of thousands of dollars of income each year.
- Fact: Most firms, practice management consultants, and other coaches either have no strategic planning process or a very poor one (think 2-3 pages).
I HAVE A QUESTION FOR YOU.
Why doesn't every financial advisor create a written strategic plan each year?
In my over 30 years of only coaching financial advisors and after over 75,000 individual coaching sessions, I have found the following reasons why we have such an industry disconnect.
- Your plan was too analytical or numbers-driven. It does not inspire action!
- Your plan was done for the wrong reasons (management).
- You planned in the past and failed to achieve your goals–ouch!
- Your plan was incomplete, and you did not know what actions to take daily.
- Your plan creates conflicts between your economic goals and what's personally important to you.
Preview Key Elements of The Program.
Watch This Short Video Hosted By Coach Joe Lukacs as He Explains The Various Modules of The Program
Over 30 years, I have helped thousands of advisors worldwide create powerful, actionable, and accountable Strategic Plans. I have also hosted live multi-day strategic planning events, where I invite my clients to visit with me and create a powerful strategic plan for the following year. I have continually refined my strategic planning process over that time to where, this year, I have enhanced our powerful strategic planning process even further.
What would happen to your results in 2025 and the decade beyond if you had access to the industry's only dedicated 10-year strategic planning conference created by the industry’s top business/strategic planning expert?
Get Access NowPHASES
Our Magellan Vision 10X Process
PHASE 1
You will set aside time to complete the following: A detailed review of your 2024 results. This will include several KPIs (Key Performance Indicators). Understanding Your Current Mindset (My Operating System) E-Learning Presentation. You will understand WHY you procrastinate. Why do you struggle to break through to the next level) This is a system to help you grow both personally and professionally.
PHASE 2Â
Module #1: My Past & Present Self. (What has held you back from your ultimate success?)
Module #2: My Future Self. (Who do you need to become to achieve your ultimate life & business?
PHASE 3Â
Module #3: Gratitude & Goals. Join us virtually on the beach in Fort Lauderdale for a powerful sunrise gratitude and goal-setting workshop.
Module #4: My Personal & Business Vision For The Next 10 Years. What, Why, Who (40-Quarters)
Module #5:Â My 3-Year (12-Quarter) Vision
Module #6: My One-Year Vision/Goal Game Plan (4 Quarters)
Module #7: My Personal & Professional Development Game Plan
Module #8: My Magellan Power Hour.
Module #9: My Branding, My Marketing, & Relational Capital
Module #10: My Business Development Game Plan
Module #11: The Magellan Strategic Calendar System
Module #12: How to Create & Deploy Your Magellan Game Plan Summary Tool
Module #13: How To Use Your Periodization Game Plan Tool
Module #14: How To USe Your Magellan Weekly Game Plan Tool
Module #15: How To USe Your Magellan Daily Game Plan Tool.
Bonus #1 Membership In Our Magellan Vision 10X Online Community.
Once the retreat is over, you will not be alone. You will have access to all the replays, tools, and templates for one year. You can post questions and get support from Coach Joe and the team.
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My Personal Guarantee to You
Take action now and get access to this limited-time masterclass. Complete the entire business planning process. If you do not believe it's worth at least 10X your investment, just let my team know, and I will make sure you receive a full refund of your masterclass fee. I will put my nearly 30 years of excellent reputation in the industry on the line and take all the risks!
Coach Joe Lukacs
