Maximum Advisor

In this week’s episode of Maximum Advisor Podcast, Chip Munn sits down with Joe Lukacs, coach to many successful financial advisors through his Magellan Network. Joe Lukacs, or Coach Joe, starts by discussing his background working as a coach to financial advisors. It began while he was working in corporate sales and training for Wall Street brokerages. He performed so well in that role that he was asked for one-on-one career advice by financial advisors. That started his financial advisor coaching business over 25 years ago. Chip and Joe discuss how financial advisors can meet their goals with a flexible mindset in this environment, which is very different from how financial advisors are accustomed to working.   Joe suggests ways to keep and develop relationships in light of the new way of doing business, the virtual meeting. Chip and Joe agreed that advisors should not only accept this new standard way to do business but embrace it by investing in their workspace technology. Chip adds insight by d