The Magellan Network Podcast

Financial Advisors: How to Create a Killer Daily Game Plan 2025


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Have you ever wondered how much more powerful your business could become if you stopped letting the day control you and instead ran every day with a game plan that drives real results?
In this episode, I break down why a structured daily routine is the single greatest advantage you can create as a financial advisor, and how shifting from a time-based mindset to an action-based one will transform your productivity, energy, and your business’s growth.
I’ll discuss the exact framework I’ve refined over 30 years: morning ritual, contact strategy, midday reset, afternoon structure, and the key metrics you must track to build unstoppable momentum every single day.
What You’ll Learn:
Why a world-class morning ritual sets the tone for peak performance
Why chunking your day and taking real breaks keeps your energy and focus sharp
Why minimizing distractions and setting firm daily standards eliminates procrastination and boosts output
Timestamps:
(05:06) Why shifting to an activity-based plan unlocks real productivity
(09:56) How knowing your meeting slots creates scalability and control
(15:32) How your lunch choices can boost your productivity
(17:55) Why having a hard stop eliminates procrastination
(21:31) Why tracking five simple KPIs keeps your growth on track
(23:04) When and where should you build your game plan
(24:37) Why every advisor needs an autoresponder
(26:05) The one question that should end every workday
The Magellan Academy & Network
The rules and tools for success in the financial services industry are about to change radically.
I have spent over 25 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. In my career, I have transformed 1,000’s of advisors (below are video and written testimonials by many of them).
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 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. Like 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 and if 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.
www.magellannetwork.net
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The Magellan Network PodcastBy Joseph Lukacs

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