Financial Advisor Coaching 2025: Shift Your Business from Old Factory to New Factory

The Magellan Network Podcast

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Most advisors fail at transitioning their practice because they try to fix the old model instead of building the new one. In this episode, I show you exactly how to move from a legacy transactional business to a modern advisory model—without blowing up what you already have. Using a client’s 36-month journey from 95% transactional to 95% advisory, I’ll reveal the step-by-step process, the mindset shifts required, and why valuing your work is the key to creating a sustainable business. 🎯 What You'll Learn: Why you must build a “new factory” instead of trying to overhaul your old one overnight How to start the transition with smaller clients and gradually move up the list Why multiple conversations—and patience—are essential to shifting clients into advisory ⏰ Timestamps: (06:29) Why chasing perfection keeps you from making progress (14:17) How testing fees reveal your clients’ true loyalty (16:04) Why giving away your work devalues your entire profession (17:19) How clinging to a non-discretionary model hurts your clients (19:33) How small steps uncover who truly values your work The Magellan Academy & Network The rules and tools for success in the financial services industry are about to change radically. I have spent over 30 years coaching only financial advisors. In that time, I have personally conducted over 50,000 individual coaching sessions. I have built a profound knowledge base of what it takes to achieve lifelong success in business and life. Many of you probably paid thousands of dollars to various coaching programs with very mixed results. In most cases, it’s about the coach, their ego, and their money. They base their program on “practice management” or “marketing”. They make you more intelligent. What they all fail to do is help you make that “mindset” shift that must happen for you to realize your dreams and vision. I am going to coach you, teach you, inspire you, and train you all on your mobile device every business day. You are going to get better at business development, practice management, personal development, and your vision. Here is what you are going to get from me each month: - A 5-10 minute morning coach video each business day. - 3 training videos of 20-30 minutes each. This will be a deep dive into the four areas I mentioned above. - A live group coaching session where you and I can interact and work together. Here is what you can do each month: - Post a question to me and I will answer it. - Collaborate and associate with like-minded advisors. - Invite other great advisors into the network. Your Bottom Line: Here is the deal. I am not going to ask you for a credit card. As I said before, coaching is personality driven. You might not like my style or tactics. So with that in mind here is my offer to you. Complete the short form below. You will receive an email with detailed instructions on how to join the network for the next 14 days. I personally approve each submission so this might take a few hours or a day at the most. I will not ask for compensation of any kind during that 14 days. If after experiencing my work for 30 days you believe that I can help you, here is the deal. To remain in Magellan Network and have access to Magellan Academy, your daily investment in yourself will only be about the price of a Latte these days. One more thing, it’s a month-to-month deal. I’m not going to lock you into anything. Take action now and complete the short form below and I look forward to welcoming you personally inside the Magellan Network. ► Subscribe to our channel here: https://www.youtube.com/user/CoachJoeLukacs?sub_confirmation=1 Facebook: https://www.facebook.com/coachjoe.guru/ Instagram: https://www.instagram.com/coach_joe_guru/ LinkedIn: https://www.linkedin.com/in/coachjoelukacs/ Website: https://www.magellannetwork.net/ Soundcloud: https://soundcloud.com/themagellannetwork Twitter: https://twitter.com/CoachJoeLukacs__

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#Business #Financial Advisors #The Magellan Network Podcast With Coach Joe #Joseph Lukacs