In the interview, Joe Lukacs discusses his approach to helping his financial advisor clients create a business plan that gives them a successful future by pointing out what separates high-achieving financial advisors from those who struggle. From his 20+ years in the financial services industry, Joe paints the picture of where he sees the financial advice profession headed.
Listen to the interview on the Business Innovators Radio Network
Joe serves the financial planning industry by bringing together like-minded independent advisors, RIA’s, and selected industry thought leaders to discuss, brainstorm, teach, mastermind, associate,& create innovative practice/business models. This will ensure leadership that will guarantee a thriving business through a band of like-minded brothers and sisters who want to improve themselves and help each other improve.
