The Vision 10X Process Has Been Completely Rebuilt.
IDENTITY. VISION. GROWTH ENGINE.
OPERATING SYSTEM.
THE NEW 10X PLANNING PROCESS FOR YOUR NEXT-LEVEL 2027.
Magellan Vision 10X Retreat · Tuesday, December 15 – Thursday, December 17 · The Alfond Inn, Winter Park, FL
After a gap year, the industry's only dedicated strategic planning retreat returns — rebuilt from the ground up around the all-new four-part Vision 10X system. Not last cycle's retreat with new dates: a new sequence, a new 16-module workbook, and a new operating system you'll install before you drive home. Only 40 seats are available — and going forward, this retreat will happen only once every two years. Miss this room, and the next one is 2028.
Registration Is Now Open Button: Claim Your Seat — Build Your 2027 Plan Live
Claim Your Seat NowTuesday, December 15, through Thursday, December 17, at The Alfond Inn, Winter Park, FL — Virtual Pre-Work Before You Arrive, Two and a Half Days Live In The Room
The process is engineered so the plan gets FINISHED at the retreat. You fly home with your complete written 2027 operating system — not homework.
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Most Advisors Don't Have a Growth Problem. They Have an Operating System Problem.
They set goals on top of an unchanged identity. They write a plan they never read again. They run a calendar that their clients control. Then they wonder why every January looks like last January.
The new Magellan Vision 10X process fixes the SEQUENCE: identity first, then vision, then the growth systems, then the daily tools that keep the plan alive 365 days a year. That order is the breakthrough — and it's why this retreat is unlike anything we've ever run.
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SUCCESS STORIES
What Advisors Say Happens When You Fix the Sequence
Advisors have been building written plans with Coach Joe for a long time. Here's what they say about planning in the room.
4 FACTS
- Fact: Fewer than 20% of financial advisors have a written plan — or have read it in the last 30 days.
- Fact: The plans that fail all fail the same way: strategy stacked on an unchanged identity. You default back to old patterns, and that default costs six figures of income a year.
- Fact: A list of goals is not a plan. A plan without a daily operating system is not a plan either. You need identity, vision, growth systems, AND execution tools — in that order.
- Fact: Most firms and consultants hand you a 2–3-page template. The new Vision 10X system is a 70-page, 16-module, four-part operating system — and you'll complete it live.
I HAVE A QUESTION FOR YOU.
Why doesn't every financial advisor create a written strategic plan each year?
In all my years of coaching only financial advisors, I keep hearing the same five answers:
- The plan was too analytical. Numbers everywhere, zero inspiration.
- The plan was written for management, not for you.
- You planned before, fell short, and quietly concluded that planning "doesn't work." Ouch.
- The plan told you what you wanted — but not what to do on a random Tuesday in March.
- The plan pits your economic goals against what actually matters to you personally.
Cycle after cycle, I refined the process. This time I did something different: I tore it down and rebuilt the entire sequence. Because every one of those five failures traces to the same root — we were all taught to start with goals. But your goals will not outgrow your identity for long. You either rise to match them, or you unconsciously engineer reasons to shrink back to what's familiar.
So the new Vision 10X process starts where the failure starts. Identity first. Then vision. Then the growth engine. Then the daily operating system. Four parts, sixteen modules, one finished plan.
What would happen to your 2027 — and the decade beyond — if you were one of the 40 advisors who build their plan with the new system, live, before the year even starts?
THE ALL-NEW VISION 10X PROCESS
Four Parts. Sixteen Modules. One Finished 2027 Plan.
This is not a course you watch. It's a complete strategic planning system you build for yourself — with Coach Joe facilitating every step live. Here's the exact sequence you'll work through:
PART I — IDENTITY (Guided Virtual Pre-Work + Day 1 Live)
Strategy laid on top of an unchanged identity collapses back to familiar results — so we do the inner work first, and we do it before you ever pack a bag.
Before you arrive (guided virtual pre-work): you'll complete a guided goal-setting and personal & professional visioning process — no spreadsheets, no benchmarking homework. Coach Joe walks you through Measuring The Gain (measure backward against where you started, so you build momentum instead of frustration) and My Current Mindset (the four-element diagnostic — beliefs, identity, internal dialogue, standards — that exposes exactly why you stall below your next level). Then you'll dream on paper: an unfiltered visioning of what you actually want, personally and professionally. You'll close the pre-work with the signature Vision 10X ritual, on your own terms: a sunrise gratitude and goal-brainstorm session, wherever you are. You walk into Winter Park with the inner work done, your vision drafted, and your raw goals already on paper — so every live hour goes to building, not warming up.
Day 1 live:
My 10X Future Self. Map the identity shift your goals require. Rate the character traits your 10X demands. Write your "I Am" declarations. Raise your Floor. Commit to the 80% Purge — the clients, tasks, and mindsets you're leaving in 2026.
VISION (Day 2 Live, morning)
You already did the sunrise work at home. Now we take those raw goals and forge them into the vision cascade — each horizon a bridge to the longer one: Module 4: your 10-Year Impossible Goal, with hard numbers — AUM, revenue, enterprise value — plus the Four Freedoms and your Why Test. Module 5: Your 3-Year Picture. Present tense, vivid, including the one question that drives every hire for 36 months: what is the ONLY thing you personally do? Module 6: your 2027 One-Year Plan — the Rule of 3-to-7, your Issues List, and your first 90-Day Rocks.
THE GROWTH ENGINE (Day 2 Live, afternoon)
Vision becomes the five systems an advisory practice actually runs on: Module 7: your Personal & Professional Development Game Plan, including the 5%/5% investment mandate. Module 8: Branding, Marketing & Relational Capital — niche forcing function, Guide positioning, enterprise brand. Module 9: Client Relationship & Education — AAA/AA/A segmentation, shock-and-awe experiences, the NPS intelligence layer. Module 10: Business Development — real Pipeline Math, the relational referral engine, your COI "Super Who" strategy. Module 11 (new this year): your AI Adoption & Integration Plan — reclaim 10+ hours a week, compliantly.
THE OPERATING SYSTEM (Day 3 Live, morning)
This is where every past planning attempt died — and where this process is different. You don't leave with a document. You leave with the machine that runs it: Module 12: the Magellan Strategic Calendar — six day types, your rules, your year booked in the right order. Module 13: your daily Power Hour — 365-day protocol with backups for every scenario. Module 14: the 2-page Game Plan Summary Tool you'll review every morning in two minutes. Module 15: The 90-Day Periodization Sprint you'll rerun every quarter of 2027. Module 16: Weekly & Daily Game Plan tools that turn the vision into Tuesday.
Closing line for the section: Identity. Vision. Growth Engine. Operating System. In that order — because the order is what makes it finally work.
Your Investment: $2,997
40 seats. Two and a half days. One complete 2027 operating system — finished before you drive home.
Tuesday–Thursday, December 15–17 at the Alfond Inn. Forty chairs. The next Vision 10X Retreat won't happen until 2028. The advisors who own 2027 are the ones who build it in this room — identity first.
— Coach Joe Lukacs
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My Personal Guarantee to You
Claim your seat and complete the entire four-part process with me. If you don't believe it's worth at least 10X your investment, tell my team, and I will personally make sure you receive a full refund. My reputation in this industry is on the line, so you can take zero risk — just show up and do the work.
— Coach Joe Lukacs
Your Investment: $2,997
Claim Your Seat Now