ARE YOU READY TO CREATE & PLAN FOR YOUR BEST YEAR EVER in 2023?
HAVING A WRITTEN
10-YEAR STRATEGIC PLAN
IS THE SECRET TO NEXT-LEVEL SUCCESS
Magellan Vision 2023 Conference
ACCESS THE INDUSTRY’S ONLY STRATEGIC PLANNING CONFERENCE - ONLY 100 ADVISORS ARE ALLOWED LIVE IN THE ROOM - GET ON OUR INVITE LIST TO BE ONE OF THEM!
Get On Our Invite List Below. Registration Begins In September
Get On Our Invite ListYour Magellan Vision 2023 Conference Starts Wednesday, 11.16.22 Through 11.18.22 In Fort Lauderdale FL
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Please Watch This Highlight Video
Get On Our Invite ListSUCCESS STORIES
What Advisors Are Saying About The Magellan Vision Conference
Make 2023
Your Best Year Yet!
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
Get on Our Invite List
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 28 years of only coaching financial advisors and after over 55,000 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 28 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 2023 if you had access to the industry's only dedicated 10-year strategic planning conference created by the industry’s top expert in business/strategic planning?
Get On Our Invite ListPHASES
Our Magellan Vision Process
PHASE 1
You will set aside time to complete the following: A detailed review of your 2022 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) This is a system to help you grow both personally and professionally.
PHASE 2
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 need to become in order to achieve your ultimate life & business?
PHASE 3
Module #3: Gratitude & Goals. Come join us 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: 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 Branding, Marketing, & Relational Capital
Module #9 My Business Development Game Plan for the Next 4-Quarters
Module #10 My Quarterly Game Plan
Module #11 My Weekly Game Plan Builder
Module #12 My Morning Success Ritual & Daily Game Plan
Bonus #1 It's a Surprise :)
Bonus #2 It's Even a Bigger Surprise :)
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 personally make sure you receive a full refund of your masterclass fee. I will put my 26 years of excellent reputation in the industry on the line and take all the risk!
Coach Joe Lukacs
