Joseph Lukacs

We’ll break down the barriers holding advisors back and get to the heart of what it takes to truly excel in this field. #growth #advisors

The real challenge is his belief that he can reach $10 million without changing himself—that mindset is holding him back.

Surprisingly, 80–90% of advisors don’t fully understand their essential business metrics. Why don’t more advisors track what matters?

While advisors excel at helping others, they can overlook their own needs, making our industry feel like the neglected stepchild. #growth

I want to dive into adversity—it's not a popular or fun topic, but it's something we all face, especially when building a business. #growth

Mastermind groups have been a pivotal part of my life since the early 90s, starting with Tony Robbins' Power Teams.

Many advisors rely too heavily on lead generation, missing the opportunity to build stronger connections through referrals and introductions.

The financial advisors' growth game—not just the mechanics of growing the business, but the mindset and psychology behind it.

Daren and I dive into his transformation from a broker-dealer to the co-founder of a billion-dollar financial advisory firm. #advisors #growth

Let's discuss what you can do as a financial advisor if you're feeling behind, lacking momentum, or stuck in a rut. #growth

To me, service feels transactional, while advisors truly offer a meaningful partnership with a financial professional. #advisors #service

In this episode, I will share some insights and tips on managing news consumption, especially this coming 2024 election cycle. #growth #news

How advisors should engage with their prospects, how to create emotional connections, and why they should prioritize outcomes. #growth #advisors

Been a while since we've discussed this, so I wanted to take some time today to talk about referrals and introductions. #growth #advisors

We often rush to achieve our goals, inadvertently sabotaging our own joy, happiness, and fulfillment in the process. #advisors #goals

I want to have a conversation about the difference between being the best and being the biggest in our profession. #growth #advisors

If you prioritize profits over impact and relationships, you're merely using clients as tools for your economic gain. #advisor

Why it is not a good idea to overwhelm your clients with too much information and the importance of emotional connection in decision-making and influence.

I'll share best practices to help you make the most of your summer while still excelling in the advisor game. #advisors #Summer

An often-overlooked topic in our conversations: can one be insecure about their success? Specifically, do advisors experience success insecurity? #growth

The importance of balancing marketing and business development strategies and how advisors can allocate their time and resources more effectively.

I will discuss why burnout happens, how to recognize if you're experiencing it, and, most importantly, what we can do about it. #advisors

Today, we will discuss how to cultivate a success-driven environment and identify the pitfalls we must avoid. #advisors #growth

A common pitfall for advisors is falling into the popularity trap. They mistake popularity for profitability, focusing their time on the wrong things.

Economic factors such as these are inevitable, especially if you're running a profitable business, but are these all that matter? #advisors

Crucial topic often overlooked in our industry: profits. It's interesting that most advisors don't talk much about household profitability. #growth

Emphasize why it's crucial to pay attention to them, and explore the obstacles that often prevent us from developing them. #habits #advisors

Why it is critically important to reinvest in yourself and why your commitment to self-development is crucial to your success. #growth #advisors

3 important energies for advisors, how they can use them to grow professionally, and how to cultivate these energies effectively to help them succeed.

Why morning rituals are important, share my morning ritual protocol, and explain why every advisor has to own their first hour of every day.

The food you consume greatly impacts your health and fitness, what you feed your mind is equally influential to your mental state. #advisors

Personal and professional development budgets and game plans and why they're critical for not just an advisor but for their entire team as well #growth

Insights gained from over three decades of coaching and a forward-looking perspective on what advisors should prioritize in the coming years. #growth

The psychology behind referrals and introductions, share simple strategies I consistently teach my clients, and expected results based on data #advisors

Where I think the industry is going, the identity that all advisors must have, and why it will be crucial over the next five to ten years. #advisors

Outline the specific areas where standards are crucial and discuss the importance of standards for overall success.#advisors #success #growth

Advisors who take specific actions in the coming year will distinguish themselves from their colleagues and competitors. #advisors #growth

I will talk about how to set goals. While it may seem basic, it's surprising how many advisors still struggle with this fundamental aspect. #growth

In this episode, I’m sharing 20 valuable strategies that can set you on the path to a remarkable start in 2024! #advisors #2024

But today, the market seems to go in a positive direction. And all the setbacks we’ve experienced turned out to be self-inflicted. #advisors #growth

In this episode, I talked about money, cash profits, and why this is a massive blind spot for most advisors. #advisors #money

I'd like to delve into a question raised during our recent strategic planning event: Why don't advisors continue to grow? #advisors #growth

Why knowing exactly what you want to do over the next one, three, and ten years makes you a better advisor. #advisors #growth

I will discuss what standards are, how they can impact your goals, and how they will determine your level of success. #advisors

In this episode, I’ve put together a mini-masterclass to walk you through a few of these benchmarks. #advisors #growth

Branding, marketing, and business development for financial advisors, explain the differences, and provide some best practices around each one. #advisors

In this episode, I talked about the three energies every financial advisor must possess to thrive in their profession. #advisors #growth

How can one assess the likelihood for an advisor to succeed beyond the 2 to 5-year mark? #advisors #success #growth

Now entering the peak of a once-in-a-lifetime opportunity in the advisor industry, and my goal today is to hopefully scare you into taking action. #advisor

I will discuss the fundamental question an advisor needs to ask themselves to grow and scale their business and succeed. #growth #advisors