Are You Ready to Create & Plan For Your Best Year Ever?

Having a Written Strategic Plan is the Secret to Next Level Success!


2021 Magellan Strategic Planning Masterclass


Come Join Us For Our 19th Annual Planning Masterclass With No Travel. 


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Your 2021 Strategic/Business Planning Masterclass Will Close Midnight on January 22nd, 2021 To New Participants 










This is a limited time offer. Take action now and get access today!

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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

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

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 2021 Your Breakthrough/Comeback 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

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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).


Why doesn't every financial advisor create a written strategic plan each year?

In my 26 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 26 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 masterclass

What would happen to your results in 2021 if you had access to the industry's only dedicated multi-module strategic planning masterclass created by the industry’s top expert in business/strategic planning?

Our Masterclass Process


You will set aside time to complete the following:

A detailed review of your 2020 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.

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?)

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)

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 2021 game plan and goals with actionable details and tasks)

Module #7: My 90-Day Plan. (You will create/review a simple yet powerful short quarterly game plan for Q1 of 2021 that you will review each day)

Module #8: My Branding, Marketing, & Business Development. (What is your message? How do you grow revenue? How do you attract new clients?)


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

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

Your Investment: $895 

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What advisors say about Coach Joe

2020 Planning Conference Testimonials