Are You Ready to Create & Plan

Your Ultimate Vision Personally & Professionally?


2020 Magellan Strategic Planning Conference 

Thursday, November 21st Friday November 22nd, & Saturday November 23rd, 2019


Do You Want One of These 100 Seats?


Your 2020 Strategic/Business Planning Meeting in Ft. Lauderdale Beach FL Starts In:









There are only 100

seats available and this event will sellout. Take action now and secure your seat.


"Joe has provided more value to me as a business professional than anyone else I have met in the industry. I look back at how much I have grown and evolved over the years and am in awe of how far I have come in such a short period of time. His experience, ideas and interest in me and my goals (personal and professional) are what I value most about him. "

Jay Mooreland
Speaker, Educator, Behavioral Coach

"Joe's process works. I think of him as one of the executives on my team and am honored to have him in my corner. He helped transform me from a practice owner to a business owner. Contact me anytime for a more thorough walk through of my experience with Joe. "

Thomas Martin
Industry Leading Visionary

"I have worked with Coach Joe for over 5 years now. I wish I had hired him 10 years ago when I first started in this business. Joe has helped me realize my fears and how to work through them. One of the most important things he has helped with is creating a business plan and then keeping me accountable for the goals I have established for both personal and business. I am excited as we continue to work toward his Advisor 2015 model for my practice. I know there are all kinds of coaches and coaching groups out there, but if you want one that truely cares about you and your success you need to hire Joe."

Phillip Statler
President at Statler Financial Services Inc

"Joe Lukacs is one of the top coaches in the industry. He has worked with hundreds of advisors and helped them to substantially improve their production AND their lives. His new coaching program is truly innovative and fees are based on how much he is able to help grow an advisor's business. I would highly recommend Joe if you are considering a professional coach."

Mitch Vigeveno
Mission Critical Positions Filled| Financial Advisor Placement | Succession/Continuity

"Coach Joe has been critical to our success, not only in business, but in life. His coaching style makes us feel like he is not just a consultant but an integral part of our team. We are at the top of our game with Joe at our side. If you are just starting in the business, or a seasoned veteran, remember, even Tiger Woods and Rafael Nadal have coaches. Don't think about hiring Joe. JUST DO IT."

Anthony Parr, CFP®
Managing Director-Investments at The Parr McKnight Wealth Management Group of Wells Fargo Advisors

Make 2020 Your Breakthrough Year

You & Your Family Deserve More. Go From Scarcity to Abundance. All success begins with a vision and plan. Not just any plan, but your plan that would actually INSPIRE you to take action on your goals and give CLARITY & CERTAINTY on your How & Why


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 25 years of only coaching financial advisors and after over 50,000 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 you 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.

Over the past 25 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 created a brand new and much more powerful strategic planning process.

What would happen to your results in 2020 if you attend the industry's only dedicated multi-day strategic planning converence led by the industry’s most experienced coach?


Prior to making the trip to Fort Lauderdale, FL, you will set aside time to complete the following:

A detailed review of your 2019 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 you struggle to break through to the next level)

Review of the Magellan Core 4. This is a system to help you grow both personally and professionally.

You will have access to all of the above weeks prior to the event online (By 10.30.19)


Live Event Day #1 (Mindset): Thursday (2pm-6pm)

Module #1: Mastering Your Mindset Part 1. (What has held you back from your ultimate success?)

Module #2: Mastering Your Mindset Part 2. (Who do you to become in order to achieve your ultimate life & business?)


Live Event Day #2 (Planning Day): Friday (9am-1pm)

Module #3: Goal Setting & Goal Clarification. (You will experience the most powerful and organized goal setting process in the industry today)

Module #4: My Ultimate Life, Business, & Me. (Let’s design your life, your business, and you with absolute clarity)


Live Event Day #2 (Planning Day): Friday (2pm-6pm)

Module #5: My 5-Year Strategic Plan. (Let’s breakdown your big picture module #4 into an actionable 5-year plan)

Module #6: My One-Year Goals and Objectives. (Let’s design your 2020 game plan and goals with actionable details and tasks)


Live Event Day #3 (Marketing Day): Saturday (9am-1pm)

Module #7: My Branding, Marketing, & Business Development. (What is your message? How do you grow revenue? How do you attract new clients?)


Live event Day #3 Tactical Plan: Saturday (2pm-4pm)

Module #8: My 90-Day Plan. (You will create/review a simple yet powerful short quarterly game plan that you will review each day)

Module #9: My Daily Magic. (You will have a one-page check-list, morning success ritual builder, and outline for your daily success)


Phase #7 Post Event Ongoing Support. (As part of the Magellan Network, you will have access to Coach Joe every business day to ask questions and fine-tune your plan throughout the year).

My Personal Guarantee to You

Take action now and claim your seat to this limited-time offer. Complete the entire business planning process. If after the end of the second day, you do not believe it's worth at least 10X your investment, just hand in your workbook and files. I will personally make sure you receive a full refund of your registration fee. I will put my 25 years of excellent reputation in the industry on the line and take all the risk!

Coach Joe Lukacs

Your Investment: $2750

You will receive via return email info on our hotel room block.


Hotel Registration

Our Magellan 2020 Strategic Planning Event is being held at the Sonesta Fort Lauderdale, 999 N Ft. Lauderdale Beach Blvd, Fort Lauderdale FL 33305. Reservations 954-568-9431. We have a small room block available

Sonesta Fort Lauderdale 

for $189.00 USD 


Fort Lauderadle

You may contact the hotel directly at 954-315-1460 and reference the “Magellan Business Planning Event” when making your reservation.

There are a number of hotels that are a short Uber/taxi ride away. Here is just a few. We do not have any room blocks at the list below. There are also numerous AirBnB’s available.




The W





Please arrive the night before (Wednesday 11.20.19) or early on Thursday 11.21.19 morning. Our Registration will begin Thursday 11.21.19 at 12:00pm Our program launches at 2:00pm sharp. We will conclude on Saturday 11.23.19 between 4:00pm. Please try and schedule your travel accordingly


Lunch is provided on Friday the 22nd and Saturday the 23rd. Breakfast and dinner are at your discretion. There will be beverages in the room throughout the program.


Comfortably, casual is OK. We tend to keep the room cool. A light jacket would be advisable.


There are three important pre-event projects that you must complete before the event. First, please complete your 2019 Review & Benchmark and bring it with you. Second, watch the MYOS E-Learning at least once if not several times. This is critical for you to get the most out of modules 1&2. Lastly you will review the Magellan Code E-Learning (Depending on when you register, it may be readily available to you. We expect to release it no later than 10.30.19 you will be notified via email how to access the materials)


When you register on Thursday 11.21 You will be provided both a workbook and USB drive contains the system PDF’s. The PDf’s are editable for you to work with them. If you are planning to use a notebook computer please email Marisa [email protected] so we can make sure we have enough power-strips in the room.

Time-lines & Breaks

We will take frequent breaks throughout the program. Our end times will be determined by the pace of the work.

What advisors say about Coach Joe


"Joe brings to the table a unique skill set that includes a very different approach to creating wealth and balance; two areas in my professional life that in the past seemed diametrically opposed and eluded me. Joe is certainly an “out- of- the -box” creative thinker in the financial services arena. He actively pushes you once engaged to create your own destiny despite any poor behavior patterns you might bring to the table. He will smell your excuse or negative belief system a mile away. Joe requires you to establish rules for success and lives by the same. One of the rules that have helped me grow my practice well over 300% in the past two years is to constantly make emotional deposits in the way of personal and professional development. Tiger Woods has a Guru/Coach, why can't you? Take the Journey with Joe; it will not be a waste of your time or his. "

Mark Scribner
First Vice President-Investments, Senior Fundamental Choice Portfolio Manager at Wells Fargo Advisors

" June 25, 2012, Tommy was a client of Coach Joe’s
Joe's process works. I think of him as one of the executives on my team and am honored to have him in my corner. He helped transform me from a practice owner to a business owner. Contact me anytime for a more thorough walk through of my experience with Joe. Tom Martin, Larson Financial"

Tommy Martin
Partner & CEO at Vestia

"February 4, 2008, Floyd worked with Coach Joe in different groups
I have been with Joe for a number of years. Over this period of time Joe has as my staff say ( a God Send for Floyd) In fact I am not sure I could stop our agreement even if I wanted to for fear of a staff rebellion. Joe helps me stay on track because he truly cares if I improve or not. Over the last 30 some odd years I have been engaged at one tim eor another with most of the Big Name Coaches. But I never truly felt they cared as much about my success over thiers? Joe makes me feel as if I am the only person he is coaching."

Floyd Shilanski
Registered Financial Consultant, Shilanski & Associates Inc.

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