Joseph Lukacs
Joe Lukacs has specialized in coaching financial advisors for over 20 years. In that time he has personally spent over 20,000 hours coaching advisors to achieve their goals, breakthrough the barriers that hold them back from greatness, and create their ideal life and business. He is the author of “Practice Power, 12 steps to Take Your Business to the Next Level." He frequently contributes to industry websites such as Horsesmouth, Producers Web, and many more. He has delivered both keynote addresses and multi-day trainings to thousands of financial advisors worldwide. His direct and no-nonsense approach has won him high marks. Learn more here.
Articles by Joseph Lukacs
- Opinion
Why Clients Really Leave Their Financial Advisors—and It’s Not Fees
Understanding why clients leave is not just about preventing attrition; it’s about enhancing the advisor-client relationship.
- Multimedia
The Credibility Gap Most Advisors Never Close
In the competitive world of financial services, standing out as a financial advisor is crucial.
- Business Growth
The Advisor Talent Crisis Nobody Is Talking About
As the financial advisory industry faces a significant generational shift, it’s crucial to understand the evolving landscape and how firms can adapt.
- Opinion
You Built a Successful Advisory Firm. So Why Does It Feel Empty?
I have had this exact dinner more times than I can count, and I want to tell you something about it that took me years to understand.
- PowerAdvice
Compress Your Goals, Explode Your Results
This approach is designed to help financial advisors and other professionals focus on what's truly essential for their growth and success.
- Business Growth
From Plateau to Growth: 5 Changes Financial Advisors Need To Make Now
You may find yourself feeling bored or stuck, questioning where your growth has gone. In the competitive world of financial advising, staying stagnant can be detrimental to your success.
- Business Growth
Are Your Employees Engines of Growth or Anchors Holding You Back?
Valuable insights from my 32 years of experience coaching financial advisors on building a winning team that drives your success.
- Business Growth
Are You Losing Your Next-Gen Advisors Before They Ever Reach Their Potential?
With a 72% failure rate over five years and $600K-$1M in losses for every advisor who washes out, this isn't just an HR problem.
- Business Growth
Your Calendar May Be Sabotaging Your Productivity and Personal Life
Discover essential steps to enhance productivity and integration between personal and business life.
- Opinion
Thinking About Becoming a Financial Advisor? Watch This Before You Decide
Financial advising offers the freedom to work in various settings, whether as a W-2 employee, a partner in a firm, or an independent advisor.
- Business Growth
Stop Setting Safe Goals and Start Building a Bigger Advisory Practice
Discover a 10-year goal-setting framework designed for financial advisors. Learn how to set aggressive goals and transform your practice effectively.
- Business Growth
How Top Performers Turn Every Workday Into Measurable Progress
Breaks down a practical framework for structuring your day, emphasizing consistency and energy management.
- Business Growth
Own Your First Hour, Transform Your Entire Day as an Advisor
How elite advisors structure their first hour of the day, why it matters, and practical steps you can take to transform your mornings
- Business Growth
Why Advisors Have a Massive Advantage Right Now in This Niche
Breaks down the high-ticket retainer model that's transforming how elite financial advisors serve successful business owners and entrepreneurs.
- Business Growth
Specialize or Stay Flexible? Rethinking Niche Strategy for Financial Advisors
Most financial advisors either go all-in on a niche or avoid it entirely. But what if neither extreme is right for you?
- Business Growth
Advisors in Strong Peer Groups Grow Faster, Earn More, and Last Longer
Whether you're looking to join an established group or build your own from scratch, this episode gives you a complete roadmap.
- Business Growth
You Don’t Have a Marketing Problem—You Have a YOU Problem
After 25 years in the industry, Joe discovered that the obstacle holding him back wasn't marketing, strategy, or tactics. It was his identity.
- Business Growth
Lead Generation Fails Without This Step Before Scaling
If you want a realistic framework for scaling lead generation the right way, this episode is for you.
- Business Growth
Beyond CPAs: High-Value Centers of Influence That Refer 10X More Clients
After 32 years coaching over 75,000 sessions with financial advisors, I'm sharing the real COI strategy that actually works.
- Business Growth
Growth Stalls Without Strong Leadership and Talent Strategy
Learn how to avoid becoming the accidental leader, how to invest in A-players, and why your growth is limited by the team you build.
- Business Growth
Freedom Doesn’t Require Selling Your Practice — It Requires Rethinking It
If you’re committed to operating at a higher level, this week’s strategy gives you a practical framework to start immediately.
- Business Growth
The Freedom Formula for Financial Advisors Who Want Growth Without an Exit
Powerful insights and essential tips that empower financial advisors and wealth management pros to break free from business limitations.
- Business Growth
Your Business Can’t Scale Until You Do
Why most advisors struggle to grow beyond their current level: they focus on scaling the business without first scaling themselves.
- Business Growth
2026 Is a Mirror: Why Financial Advisors Must Align Identity Before Chasing Growth
When who you are lines up with what you want, progress feels more natural. What if the reason your goals take so long isn’t strategy, but identity?
- Business Growth
What Top Financial Advisors Will Get Right in 2026: Commitment Over Motivation
Break down why most New Year’s resolutions fail and why motivation alone will never carry you through the year.
- Business Growth
10 Smart Strategies Financial Advisors Are Using to Start 2026 Strong
What if the fastest way to a great year had nothing to do with production numbers in January?
- Business Growth
Starting 2026 Strong: 10 Growth Strategies Every Financial Advisor Needs
What would your results look like if you judged your year by how well you executed, not by how generous the market happened to be?
- Business Growth
Why Ambitious Goals Work — And How To Plan for Them Without Burning Out
Create a clear and measurable plan for 2026, one that not only defines your targets but helps you grow into the person capable of achieving them.
- Business Growth
Win Every Day: The 2025 Daily Game Plan for High-Performing Financial Advisors
Morning ritual, contact strategy, midday reset, afternoon structure, and the key metrics you must track to build unstoppable momentum every single day.
- Business Growth
The Career Game: Why a 50-Year Path Demands Risk, Failure—and Play
Why adaptability, strategy shifts, and avoiding complacency will determine who wins in the next chapter of our profession
- Business Growth
Stop Grinding, Start Growing: The Mindset Shifts That Transform Advisor Success
Have you ever wondered what separates advisors who build momentum year after year from those who feel like they’re grinding without real progress?
- Business Growth
Stop Hitting the Wall: How Top Advisors Grow by Changing Themselves First
Begins with changing who you are, not just what you do. I talked about building strong daily habits, focusing on relationships, thinking strategically
- Business Growth
Why Some Financial Advisors Thrive—While Others Can’t Gain Momentum
Why reinvesting 5–10% of your top-line revenue into personal growth can completely change your trajectory.
- Business Growth
The 10-Point Daily Game Plan That Boosts Advisor Results by 30%
The 10-point daily game plan I’ve taught to hundreds of financial advisors to help them take control of their day and boost results by 20–30%.
- Business Growth
Want To Grow as an Advisor? Stop Going It Alone
Sharing 10 best practices for networking and collaborating with like-minded advisors—the same principles I’ve used and taught for decades
- Business Growth
How Elite Advisors Win Clients—By Mastering the Art of People
What if the future of financial advising isn’t about mastering spreadsheets—but mastering people?
