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  • 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
    Feb 13 2026
    The Best Investment You’ll Ever Make Is Yourself by Joseph Lukacs
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    20 Min.
  • Rethinking Retirement: A Smarter Path for Financial Advisors
    Feb 6 2026
    Rethinking Retirement: A Smarter Path for Financial Advisors by Joseph Lukacs
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    22 Min.
  • The #1 Challenge With Scaling Your Financial Advisor Business 2026
    Jan 30 2026
    What if the real reason your business isn’t scaling has nothing to do with systems, strategy, or staffing but everything to do with who you’re becoming? In this episode, I explain why most advisors struggle to grow beyond their current level: they focus on scaling the business without first scaling themselves. After more than 30 years of coaching financial advisors, I have seen this pattern repeat: bigger goals demand a bigger version of the person running the business. You’ll Learn How To: Scale yourself before scaling your business Create a 10-year vision that integrates life and business goals Identify the personal growth required for the next level of success Stop relying on external fixes and start becoming the leader your business needs Timestamps: (02:42) Why scaling the business first always breaks (04:36) What fear of success is really costing you (09:55) The question every scaling plan is missing (10:47) Why outside forces aren’t your real obstacle (11:11) How becoming your future self speeds up growth (12:16) Why your business scales only after you do The Magellan Academy & Network The rules and tools for success in the financial services industry are about to change radically. I have spent over 25 years coaching only financial advisors. In that time, I have personally conducted over 50,000 individual coaching sessions. I have built a profound knowledge base of what it takes to achieve lifelong success in business and life. In my career, I have transformed 1,000’s of advisors (below are video and written testimonials by many of them). Many of you probably paid thousands of dollars to various coaching programs with very mixed results. Most coaching programs are just that. A pre-planned process that is “cookie cutter”. Where they have salespeople having to “sell” you on their program and results. In most cases, it’s about the coach, their ego, and their money. They base their program on “practice management” or “marketing”. They make you more intelligent. What they all fail to do is help you make that “mindset” shift that must happen for you to realize your dreams and vision. I am going to coach you, teach you, inspire you, and train you all on your mobile device every business day. You are going to get better at business development, practice management, personal development, and your vision. Here is what you are going to get from me each month: - A 5-10 minute morning coach video each business day. - 3 training videos of 20-30 minutes each. This will be a deep dive into four areas I mentioned above. - A live group coaching session where you and I can interact and work together. Here is what you can do each month: - Post a question to me and I will answer it. - Collaborate and associate with like-minded advisors. - Invite other great advisors into the network. Your Bottom Line: Here is the deal. I am not going to ask you for a credit card. Like I said before, coaching is personality driven. You might not like my style or tactics. So with that in mind here is my offer to you. Complete the short form below. You will receive an email with detailed instructions on how to join the network for the next 14-days. I personally approve each submission so this might take a few hours or a day at the most. I will not ask for compensation of any kind during that 14-days. If after experiencing my work for 30-days and if you believe that I can help you, here is the deal. To remain in Magellan Network and have access to Magellan Academy, your daily investment in yourself will only be about the price of a Latte these days. One more thing, it’s a month-to-month deal. I’m not going to lock you into anything. Take action now and complete the short form below and I look forward to welcoming you personally inside the Magellan Network. Get Your Free Access to the Powerful Tools, Strategies & Masterclass www.magellannetwork.net
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    15 Min.
  • Financial Advisors: Align Your Identity With Your Goals 2026
    Jan 23 2026
    What if the reason your goals take so long isn’t strategy, but identity? In this episode, I explain why goals are hard to reach when they do not match your identity. After more than 30 years of coaching financial advisors, I have seen that trying to change yourself usually fails. Creating a new version of yourself is easier and leads to faster results. When who you are lines up with what you want, progress feels more natural. I share how I built a clear 10-year personal and business vision during my sabbatical. By writing a story about my future self and defining that person’s habits, beliefs, and standards, I gained clarity on who I needed to become and how to start acting that way now. 🎯 You’ll Learn How To: Align who you are with the goals you want to achieve Create a simple future-self vision that guides daily choices Stop trying to change yourself and start becoming someone new Build habits and standards that support long-term success ⏰ Timestamps: (05:13) What happens when your identity conflicts with your goals (06:00) How to reframe your identity (13:17) Why changing the order of goal-setting changes the result (14:34) Who do you need to become to fit the future you want? The Magellan Academy & Network The rules and tools for success in the financial services industry are about to change radically. I have spent over 25 years coaching only financial advisors. In that time, I have personally conducted over 50,000 individual coaching sessions. I have built a profound knowledge base of what it takes to achieve lifelong success in business and life. In my career, I have transformed 1,000’s of advisors (below are video and written testimonials by many of them). Many of you probably paid thousands of dollars to various coaching programs with very mixed results. Most coaching programs are just that. A pre-planned process that is “cookie cutter”. Where they have salespeople having to “sell” you on their program and results. In most cases, it’s about the coach, their ego, and their money. They base their program on “practice management” or “marketing”. They make you more intelligent. What they all fail to do is help you make that “mindset” shift that must happen for you to realize your dreams and vision. I am going to coach you, teach you, inspire you, and train you all on your mobile device every business day. You are going to get better at business development, practice management, personal development, and your vision. Here is what you are going to get from me each month: - A 5-10 minute morning coach video each business day. - 3 training videos of 20-30 minutes each. This will be a deep dive into four areas I mentioned above. - A live group coaching session where you and I can interact and work together. Here is what you can do each month: - Post a question to me and I will answer it. - Collaborate and associate with like-minded advisors. - Invite other great advisors into the network. Your Bottom Line: Here is the deal. I am not going to ask you for a credit card. Like I said before, coaching is personality driven. You might not like my style or tactics. So with that in mind here is my offer to you. Complete the short form below. You will receive an email with detailed instructions on how to join the network for the next 14-days. I personally approve each submission so this might take a few hours or a day at the most. I will not ask for compensation of any kind during that 14-days. Take action now and complete the short form below and I look forward to welcoming you personally inside the Magellan Network. Get Your Free Access to the Powerful Tools, Strategies & Masterclass www.magellannetwork.net
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    17 Min.
  • Financial Advisors: Why Commitment Beats Motivation in 2026
    Jan 16 2026
    What happens to your goals when motivation wears off? In this episode, I break down why most New Year’s resolutions fail and why motivation alone will never carry you through the year. With National Quitting Day as the backdrop, I explain the real difference between motivation and commitment, and why commitment, not feelings, is what drives long-term success in financial advising. I walk through a simple framework I use with advisors to help them stay consistent: knowing what you want is not enough. You must be clear on why the goal is a must and who you need to become to achieve it. Without those two anchors, effort becomes inconsistent and progress stalls. 🎯 You’ll Learn How To: Stop relying on motivation and build true commitment Clarify a “why” that makes quitting unacceptable Identify the version of yourself your goals require Create daily standards that don’t depend on how you feel ⏰ Timestamps: (03:32) Why motivation fades once the grind begins (05:02) How willpower runs out and habits collapse (06:10) Why commitment matters more than motivation (09:16) Why goals fail without a non-negotiable “must” (10:35) Why the next level requires becoming someone new (14:51) Why the “why” and the “who” determine consistency (15:57) Why avoiding failure guarantees no progress The Magellan Academy & Network The rules and tools for success in the financial services industry are about to change radically. I have spent over 25 years coaching only financial advisors. In that time, I have personally conducted over 50,000 individual coaching sessions. I have built a profound knowledge base of what it takes to achieve lifelong success in business and life. In my career, I have transformed 1,000’s of advisors (below are video and written testimonials by many of them). Many of you probably paid thousands of dollars to various coaching programs with very mixed results. Most coaching programs are just that. A pre-planned process that is “cookie cutter”. Where they have salespeople having to “sell” you on their program and results. In most cases, it’s about the coach, their ego, and their money. They base their program on “practice management” or “marketing”. They make you more intelligent. What they all fail to do is help you make that “mindset” shift that must happen for you to realize your dreams and vision. I am going to coach you, teach you, inspire you, and train you all on your mobile device every business day. You are going to get better at business development, practice management, personal development, and your vision. Here is what you are going to get from me each month: - A 5-10 minute morning coach video each business day. - 3 training videos of 20-30 minutes each. This will be a deep dive into four areas I mentioned above. - A live group coaching session where you and I can interact and work together. Here is what you can do each month: - Post a question to me and I will answer it. - Collaborate and associate with like-minded advisors. - Invite other great advisors into the network. Your Bottom Line: Here is the deal. I am not going to ask you for a credit card. Like I said before, coaching is personality driven. You might not like my style or tactics. So with that in mind here is my offer to you. Complete the short form below. You will receive an email with detailed instructions on how to join the network for the next 14-days. I personally approve each submission so this might take a few hours or a day at the most. I will not ask for compensation of any kind during that 14-days. Take action now and complete the short form below and I look forward to welcoming you personally inside the Magellan Network. Get Your Free Access to the Powerful Tools, Strategies & Masterclass www.magellannetwork.net
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    18 Min.
  • How To Get Off To A Great Start In 2026 Part 2
    Jan 9 2026
    What if the fastest way to a great year had nothing to do with production numbers in January? In this episode, I continue a two-part conversation by sharing the last five of ten strategies to help advisors avoid feeling behind before the year even gets started. Based on three decades of coaching experience, I explain why January should be your highest activity month and how focusing on execution over outcomes builds confidence, clarity, and momentum. This is about taking massive, intentional action early so the rest of the year feels more controlled and more predictable. 🎯 You’ll Learn How To: Shift your focus from short-term results to long-term momentum Structure your days using the One-Handed Daily Game Plan Leverage January to deepen relationships with clients, COIs, and prospects Create energy and consistency that carries into the rest of the year ⏰ Timestamps: (03:46) Why January should be measured by activity, not production (06:01) The January effect and the short window for meaningful change (06:46) How the One-Handed Daily Game Plan keeps execution simple and consistent (09:20) Why tracking your numbers early changes the entire year (09:39) Why front-loading reviews with expandable clients accelerates growth (12:47) Eliminating non-essential apps to protect performance (15:01) An asset more valuable than time (16:06) Why massive action is the fastest way to create momentum in January The Magellan Academy & Network The rules and tools for success in the financial services industry are about to change radically. I have spent over 25 years coaching only financial advisors. In that time, I have personally conducted over 50,000 individual coaching sessions. I have built a profound knowledge base of what it takes to achieve lifelong success in business and life. In my career, I have transformed 1,000’s of advisors (below are video and written testimonials by many of them). Many of you probably paid thousands of dollars to various coaching programs with very mixed results. Most coaching programs are just that. A pre-planned process that is “cookie cutter”. Where they have salespeople having to “sell” you on their program and results. In most cases, it’s about the coach, their ego, and their money. They base their program on “practice management” or “marketing”. They make you more intelligent. What they all fail to do is help you make that “mindset” shift that must happen for you to realize your dreams and vision. I am going to coach you, teach you, inspire you, and train you all on your mobile device every business day. You are going to get better at business development, practice management, personal development, and your vision. Here is what you are going to get from me each month: - A 5-10 minute morning coach video each business day. - 3 training videos of 20-30 minutes each. This will be a deep dive into four areas I mentioned above. - A live group coaching session where you and I can interact and work together. Here is what you can do each month: - Post a question to me and I will answer it. - Collaborate and associate with like-minded advisors. - Invite other great advisors into the network. Your Bottom Line: Here is the deal. I am not going to ask you for a credit card. Like I said before, coaching is personality driven. You might not like my style or tactics. So with that in mind here is my offer to you. Complete the short form below. You will receive an email with detailed instructions on how to join the network for the next 14-days. I personally approve each submission so this might take a few hours or a day at the most. I will not ask for compensation of any kind during that 14-days. Take action now and complete the short form below and I look forward to welcoming you personally inside the Magellan Network. Get Your Free Access to the Powerful Tools, Strategies & Masterclass www.magellannetwork.net
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    18 Min.
  • How To Get Off To A Great Start In 2026 Part 1
    Jan 2 2026
    How To Get Off To A Great Start In 2026 Part 1 by Joseph Lukacs
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    18 Min.