Testimonials

Pamela Malara
Financial Consultant

At the end of 2006 I was fried, out of gas and lost as to how to make a step-change with my practice.  Fortuitously, I was on a Horsesmouth conference call where I was first exposed to Joe Lukacs.  Talk about congruency – everything the man said seemed so right-on, so logical and made so much sense - I was hooked.  I was and still am knocked –out with the concepts Joe advocates.  His guidance and beliefs are not silver bullet, canned miracles for your business but rather solid pragmatic things you must do to achieve and maintain success both in your professional and personal life.    

Sam Dameron , CFP
Branch Manager
Persike and Dameron Insurance and Financial Services, Inc.

"Andrew, during the last 6 months you have helped me increase my average monthly income by 25%.  More importantly, I am beginning to recognize increased opportunities to do more for my clients and myself.  After 18 years in the business, I am set in my ways, but you are showing me that it can be different; more fun, and more profitable going forward. In fact, I am confident that I will be looking back a year from now at one of my best years ever."

Fred J Pascaris, CSA

"Working with David has been an incredible high for me, and it couldn't have come at a better time in my business life. Six months or so ago I was seriously considering hanging it up. David helped me to re-focus if you will, by teaching me and coaching me to reach a level  I never thought possible. We concentrated on my current client base as a starter and developed a tracking system that allowed me to know who are my clients at a glance, how much revenue they were generating and what kind and how much was left behind. David also helped me to develop a tracking system of following-up on a consistent basis, therefore creating a relationship of compassion and care, therefore an increase of trust, confidence that created more revenue and increase of client base without the additional expense of marketing. David's professionalism has also created enthusiasm in my approach by the way I conduct myself with clients both old and new, and as a result I am experiencing a better than 75% increase in my revenue stream as well as an increase in "Quality" client base. Thank you David for helping me lift the...self imposed ceiling I had placed on my abilities. Coming to work is fun once again, and looking forward to working with you for a long time.

Thank you!"

Alan Alderfer, LPL

"Joe's coaching has enabled me to become focused on my business as a business once again. My organization has come together with common goals and visions. The weekly coaching calls keep me on track and has produced a more steady business flow and income stream. My business is up 75% since retaining Joe as my coach. "

Douglas Chapman
Senior Financial Strategist, Ford Financial Group
Phoenix Life Insurance

"Joe is not only a great source of information but he is a great inspiration as well. He plays a critical part in the success of our team and I highly recommend his coaching services."

Tom L. Hall CLU, ChFC
Rancho Santa Fe Insurance & Financial Services

"I've worked with Joe for the past year and it's changed my business.  I had established a successful practice prior to meeting Joe, but he has worked with me to evaluate it, fine tune it, and approach the future of it headed in some new directions. His best technique is FOCUS and with him, I'm looking forward to taking my practice to a higher level than I could have ever anticipated.  The time we spend together is just for me and I've had the privilege of working with an EXPERT.  It's one of the best investments I've ever made." 

Wlima Anderson
The LTC Coach 

"For over a year I had been working on building a successful brokerage operation in five bank branches.  My plan was to design a system that would generate a steady stream of referrals, build a team that would provide the highest level of professional service to new and existing clients, and free up my time to help people with their financial goals.  I read the "How to Books" and all the broker success articles I could find.  I had all the best ideas but they weren't working for me.  The ideas were working me harder and longer. Then I read an article by Coach Joe and responded to the invitation at the end, which simply said "List 3 goals/issues you are working on"  From the first meeting, Coach Joe showed me how to break my goals down into the basic fundamental steps.  He has kept me focused on the fundamentals, and as a result, the frustration has been replaced with the anticipation of seeing goals accomplished." 

Tom Cote
LPL Financial Services 

"Our team has been using Joe as our coach since the beginning of the year- we are now annualizing at over $1,000,000 for the year an increase of 100% over last year's numbers."  

Claudia Barkmier
R. W. Baird 

"If you want to move out of your "comfort zone" and into a zone that will challenge you beyond your imagination, hire Joe!  Joe is the best thing that ever happened to my business. I hired Joe in Oct. 2000 after only 18 months in the business. Not only did my business move to realms I would have never conceived, but I re-created my life plan.   I live a balanced life that entails a successful practice as a comprehensive wealth management advisor while being a mom to three awesome kids, actively serving several charitable organizations, and finding myself happier and healthier than ever before. Creating a business plan to chart my life plan has been the ticket to having it all.  Who would have ever though that a professional single mom could live life so abundantly in the worst bear market since the Great Depression?"

Janet Woods
Financial Advisor
UBS PaineWebber

"From day one, I have been on the independent side of the financial planning business.  The burden of getting clients, keeping clients, and everything in between, seemed enormous and sometimes impossible.  From marketing to appointment models to client follow-ups, Joe helped me simplify and streamline the process.  The bottom line has been more production, more income and more family time. "

Phil Gusick
"There is one reason I am still in the business -- Joe. Thanks Coach!!

Keith Simons

CIBC Oppenheimer Co. 

"Joe has helped me clarify and prioritize my goals and given me a sounding-board to refine ideas and concepts. The results have been higher production and more time for my family!!" 

First Union Securities

I have been using Joe for about seven months and he has helped me tremendously keeping focused on my marketing and goal setting.  He has great ideas and obviously is well aware of the challenges we face on a daily basis.  I hired him on a trial basis but many months later I still spend my time with him.  Well worth the fee!"

Brian Drake
Vice President, Investments
PaineWebber 

"Gives me clarity and focus in what is one fast changing career, and that has enabled me to grow my business faster than before I met the coach. Thanks coach!"

Carlos R. Romero
Lehman Brothers

"When I opened the doors to my tax and accounting practice in 1996, my intent was to develop a diversified CPA firm, with a focus on taxes, investments and financial services.  I found that building the tax side of the business was much easier than developing the investment side.  Business grew each year, but not the direction nor as quickly as I wanted it to.  I hired Joe in June of 2000 with the intent that he help me grow the practice to the size and type of practice that I had in my mind. Joe helped me set specific goals; he holds me accountable; he helps me clarify my thinking when confronted with important decisions. Now, after working together for 2 1/2 years, we have accomplished the 5-year goals that I had back in June of 2000.  Joe is not just a coach...he is a valued member of our team! "

Weldon Reeves, CPA

"Joe's ability to remain focused on the essentials of building my practice has proven to be invaluable to me.  The platform we've established and work from has been very successful. One of the best business decisions I've ever made-highly recommended."

James Philbin
Senior Income Solutions

"Working with Joe Lukacs has been a wonderful experience for me.  I recently went through a major challenge in my career.  Joe was my sounding board - he supported me in very trying times, he provided me perspective because he works with brokers and financial planners from diverse backgrounds and with a broad representation of firms.  That kind of perspective is invaluable. Through it all he helped me stay focused on my business.  Despite the distraction of almost one quarter's production, I am still on track for a record year.  What could easily have been a double in production without the distraction will prove short of that, but still substantially more than last year. Having a coach to help me work through all the challenges this business presents has been simply great!" 

Barbara Fuksitima
Merrill Lynch

"Joe Lukacs has provided an invaluable service in helping me to focus on those key activities vital to success in this industry both, short-term and long-term. His instructions have yielded immediate and measurable improvements on how I conduct my business. I don't hesitate to recommend him to those individuals who want to truly make their business grow significantly, in order to secure long-term success and achievement. What makes him so effective and, credible is his thorough knowledge of the financial advisor industry . He knows what works and what may be a less efficient use of your time and resources. In short, he can give the financial advisor a blueprint for success that will be specific to his industry. The best money I've ever invested in my business has been in the advisory services of Joe Lukacs. "

Brian J. Allen
Vice-President
Morgan Stanley Dean Witter

"Everyone talks about goals, but Joe was the only coach that showed me how to legitimately list my goals, and more importantly, follow them on a day by day basis. By speaking with Joe on a weekly basis, I was held accountable for the goals I had committed to during the pervious conversation. "

Peter A. Smith
Morgan Stanley Dean Witter

" Put me on the list for Joe's Fan club. I, too have been around long enough to know what I'm doing. Wrong! Joe asked me what I wanted to accomplish., I jotted down a couple of things, and voila! After two sessions I'm back on track and not half as frantic as I was before he came into my life. There really is something to this coaching stuff! "

Nancy Langdon Jones, CFP

Working with Joe has had many great benefits.  If one word would summarize what he has helped me do it would be focus.   But focus in many important areas.  Joe has helped me boil down the most important issues of my entire business and life.  Joe gets me to think through the challenges and the dynamics of a situation and focus on what is really important.  This enables me to spend my energy and time on the most important aspects of my business and my life. This has made a huge difference in how I run my business and organize my personal life.  My business has increased even in a very demanding environment and has enabled me to make smart choices on how I spend my time.  This has made me more organized, efficient and I feel more in control (less stressed) on a daily basis.

Scott A. Hoke, CLU
Insurance Consultant
UBS PaineWebber

" I had a specific challenge/agenda to work on, and Joe asked me useful /difficult questions that enabled clarity and action. I got more done in four weeks that I had in the prior four months, as far as the specific challenge. As a thirty-year veteran of the financial service business, I too, though that I knew most of what there is to know. Without hesitation, I commend the services of Joe Lukacs as an expert coach in our business. "

Curt Weil, CFP
Weil Capital Management

"Joe has both energized and focused my business. By doing that both my revenue and earnings are up 25% this year and I am now recognized as one of the top 150 Account Executives doing managed accounts business out of over 9,600 Dean Witter Account Executives."

Douglas A. Stewart, CSA
Certified Senior Advisor (CSA)

"I wanted to take a moment and give you some feed back on my brief history with your company; specifically my coach, Andrew Johnston.

Growing up as an athlete, I have always been very convinced of the value of a good coach. But when I first entered into the world of finances I worked with a regional broker/dealer that lead me only as far as their limited expertise could lead.

I became an independent financial advisor over a year ago in a very rural location and began to feel what I will call "professional isolation". Neither the somewhat negative environment of my old office or the professional isolation of being on my own was beneficial. Then about three months ago I was referred to your services by a 3rd party. Since that time my fee based income has grown 55%. From my initial communication with my coach, Andrew, I was immediately impressed with his insight into key issues in my business which could be improved. Specific recommendations have made a measurable difference in my attitude, confidence and production. Andrew has also saved me real dollars when it comes to decisions about business expenses.

I look forward to continuing on the path that Andrew and I set in motion. It is exciting to be moving forward having removed some of the obstacles that were impeding my progress. Thanks for the great work."

Sam Dameron, CFP
Branch Manager
Persike and Dameron Insurance and Financial Services, Inc.

"Andrew asked me what would happen if I just stopped thinking and just called some clients and asked them to invest in things I believed would improve their situation. Reluctantly, I did what he suggested and earned an additional $10000 over the next two weeks. More importantly, I re-discovered that it was fun to bring new things to the clients I believed were not open to new ideas. There is a world of opportunity around this one concept Andrew introduced to me."