Advisor 2025 (A Preview of a Future Practice Model)
This podcast is a replay of a recent webcast that I hosted for PracticePower Academy Members. I go into a deep-dive on where the opportunities are for success over the next several years.
In this 75 min training, Coach Joe Lukacs will explain what the advisor of 2025 needs to look like, provide, charge, and be able to execute in order to be profitable and vibrant. This is an update to I-Advisor or Advisor 2015. We call it the Magellan Model.
You will learn:
- The 3 types of practice models and which is best for you.
- How to add value to client relationships for future growth.
- How advisors will charge for their services.
- What skills you will need to develop.
The DNA of Top FAs
Since I’m on a Strategic Break, this podcast will actually be a recording of a recent PracticePower Academy Webcast titled “The DNA of Top FA’s”. The description is below, have a great week.
In this 75 min webcast, Coach Joe Lukacs will explain what the habits, beliefs, strategies, and systems of some of his most successful clients and partners.
You will learn:
- The “X” factors that are critical to your success.
- How to break down the barriers that have held you back.
- The 80/20 rule of success.
- How to avoid slumps.
This podcast is brought to you by PracticePower Academy, the financial service industry’s only 100% free coaching and training resource. Create your business plan, marketing plan, learn how to structure your mornings and days for success, access over 300 hours of training free. Go to http://practicepower.net/ and claim your free membership.