About
COACH JOE
He Has Painstakingly Developed His Coaching Strategies & Systems Over 70,000 Individual Coaching Sessions Over 32 Years
In his 32-year career, he has coached over 2,500 practice leaders, resulting in over $50B of additional AUM and over $4.5 Billion of additional enterprise value
(go watch the videos on the testimonial page).
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How I Partner With Industry Leaders
My work with firm principals and top advisors is focused on solving the most complex challenges at the intersection of leadership and enterprise growth. Our partnership will focus on:
Building Your 10-Year Vision: Crafting a clear, compelling strategic plan that aligns your team and defines your legacy.
Scaling Your Leadership: Transitioning from top producer to effective CEO by developing your next generation of leaders and building systems that create freedom.
Multiplying Enterprise Value: Making the critical decisions around talent, technology, and client acquisition that drive exponential growth in your firm's valuation.
Mastering Influence: Training your leadership team and top advisors to become master communicators who can confidently lead clients to smart decisions.
Small-Group MasterMinds Virtual or Live. Gathering your top 8-12 FAs to collaborate and share best practices. I will lead and facilitate along with adding my insights gather in my 30-year career.
Hosting My Annual 3-day Strategic Business Planning Retreat Leading, Coaching, and Training My Magellan MasterMind & Network Members
Here are some of my
Coaching Career Highlights:
Some Personal Information
I was born in Perth Amboy, New Jersey, in 1964. My family has been in the bar and restaurant business since 1920. I started working in the family business at the age of 9. Growing up, we were lower middle class, and money was always a concern. I struggled as a student and was socially awkward. At 17, I read my first personal development book, "Think and Grow Rich." That same year, I started my first business because I didn't want to follow in my father's footsteps; I've been an entrepreneur ever since.
In 1991, I began working with Tony Robbins' organization in New York City on a commission-only basis. I met my business and life partner, Marisa, in 1993. We got engaged just 10 days later and have now been married for 30 years. We have three adult children: Joey, Kate, and Michael.
In 2000, we moved from Bridgewater, New Jersey, to Melbourne, Florida. I have a passion for cooking, wine, landscaping, and architecture. Our family includes three dogs—two German Shepherds and a rescue Chocolate Lab—and four cats. I never plan to retire because I love what I do, and I do it every day of the year.
My Current Mindset
I am A Giver - Athlete - Grateful - Loyal - At Peace - Endless Emotional Energy - Care Deeply About People - Always Adding Value - Leader of People - Family Man - Best Friend to Marisa - Powerful - Fearless - Make Shit Happen - Live an Uncomfortable Life - Life Coach to My Kids - Friend, Fiduciary, and Coach to My Clients. Grateful But Never Satisfied.
Life is… A True Gift - To Be Cherished - An Opportunity for Greatness - A Box of Chocolates - To Be Enjoyed - Too Short - An Adventure - To Be Lived - No Stress = No Life
People are… Interesting - Simple Yet Complicated - Mostly Unconscious - In Need of My Help - Mostly Good - Never Let The Bad 5% Influence You - Why I am Here!
Business is… A Game That I Win - A Test of My Emotional State - Only a Part of My Life - Always Evolving Therefore I Must Always Evolve - Always Abundant - A Reflection of MYOS - So Much Opportunity
What is important to me
(My Values)
My Relationship With Myself - My Relationship With My Higher Power - My Relationship With Marisa - My Relationship With My Adult Kids - My Relationship With My Clients Freedom - Success - Abundance - Staying Uncomfortable - Fitness/Energy - Always Learning - Personal Integrity My 10x Identity A Business Leader - Successful - Healthy - Vibrant - Athlete - In Shape - A Man Who Makes Shit Happen - Congruent - Confident - High Energy I get after it.