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 Transform Your G-2 from a Support Role into a Revenue-Driving Leader.

Magellan Elevate is the premier coaching, training, and mentoring program designed specifically for Next-Generation and 2nd-Chair Financial Advisors. We build the mindset, habits, and influence skills they need to help you scale your practice and maximize enterprise value.

 

Is Your Practice Growth Bottlenecked?

 

You’ve built a highly successful practice, but scaling to the next level requires more than just your own effort. You brought on a G-2 to help carry the load, but industry knowledge isn't enough.

To truly thrive and take things off your plate, your 2nd-chair advisor needs absolute resilience, advanced sales influence, and ironclad daily habits. Without these, they remain in a support role, and you remain the primary rainmaker.

It’s time to elevate them.

The Magellan Elevate Framework

 

Led by Coach Joe Lukacs—who has conducted over 70,000 coaching sessions and helped advisors add over $50B in AUM—this program compresses decades of success strategies into a transformative experience for your G-2.

The program focuses on three core tracks:
1.Personal & Mindset Development
 Building the mental armor. We train your G-2 to build extreme resiliency, overcome the fear of rejection, bounce back from failure, and project unwavering confidence in front of high-net-worth clients.
 
2.Habits & Rituals
 Winning the day, every day. Success isn't an accident; it's a routine. Your advisor will master the Morning Success Ritual, develop a Daily Game Plan, and rigorously track the KPIs that actually drive growth.
 

3.Advanced Skill Development 

Mastering the art of influence. We move beyond basic financial planning to teach elite sales and influence training, proactive referral generation, and client review optimization.

How the Program Works:

 

This is not a passive video course. Magellan Elevate is an intensive, accountability-driven coaching environment.

•Personalized Track: After a detailed application and interview with Coach Joe, accepted advisors receive a customized coaching and training track.
•Dedicated Accountability Coach: Your G-2 will be assigned a personal integration coach, meeting privately via Zoom every month with weekly check-ins to ensure execution.
•Elite Masterclasses: They will complete a rigorous curriculum, including the Sunrise Goal Setting Workshop, Get The Yes 2.0 Masterclass, and Creating Your Morning Success Ritual.

•Always-On Support: Includes a seat in the Magellan Elite Group Coaching Program, access to Coach Joe via Zoom Coaching Casts, and 24/7 access to our proprietary AI coaching tool. 

The Ultimate Outcome: Enhanced Confidence, Competence, and Capabilities

 

The goal of Magellan Elevate is simple: mold your next-generation advisor into the best version of themselves in a compressed timeline. They will step up, take ownership, and become a true driver of your firm's growth and enterprise value.

Seats are strictly limited to ensure high-level, personalized coaching. 

Have You G-2/Associate Advisor Complete Their Application Today.Â