Magellan Vision 10X 2027 Live Registration

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The Magellan Vision 10X Strategic Plan
An Identity-First Operating System for Financial Advisors

Most advisors don't have a growth problem — they have an operating system problem. They set goals on top of an unchanged identity, plan a year they never look at again, and run a calendar their clients control. The Magellan Vision 10X Strategic Plan fixes the sequence: identity first, then vision, then the growth systems, then the daily tools that keep the plan alive all year.

Built by Coach Joe Lukacs and refined over 30 years of coaching financial advisors, this is not a course you watch — it's a complete strategic planning system you build for yourself, with coaching guidance at every step.

The system moves in four parts:

• Part I — Identity. Measure your Gain, expose the mindset ceiling that's capping your growth, and design the 10X Future Self your goals actually require.
• Part II — Vision. Set your 10-Year Impossible Goal with hard numbers, build the 3-Year Bridge, and lock a 1-Year Plan with your first 90-day Rocks.
• Part III — The Growth Engine. Your development plan, niche and brand positioning, client experience and segmentation, referral engine and pipeline math, and an AI integration plan that reclaims 10+ hours a week.
• Part IV — The Operating System. The Magellan Strategic Calendar, your daily Power Hour, a 2-page Summary Tool, the 90-Day Periodization Sprint, and Weekly & Daily Game Plans that turn the vision into execution.

What you get:

• The complete Magellan Vision 10X Strategic Plan workbook — 16 modules and 56 exercises and tools
• Fillable digital edition: type directly into every exercise, save, and revisit each quarter
• Coach's Notes throughout, so you get the facilitation context, not just the worksheets
• The full Operating System toolkit: Strategic Calendar builder, Power Hour protocol, Summary Tool, 90-Day Sprint planner, and Weekly & Daily Game Plan trackers
• Lunch on Tuesday 12.15 and Wednesday 12.16. The program ends at noon on 12.17.
• All-day beverages.
• Access to both the livestream and the masterclass.

Who this is for: Established financial advisors who are done winging it year to year and ready to run their practice — and their life — on a real strategic operating system.