Where financial advisors grow their businesses differently.
Coaching and training programs for high-impact financial advisors ready to increase profits while working less.
Let’s be real-the financial advising industry is changing.
Gone are the days when a financial advisor would come into a client’s home, try to sell as many products as possible, and hope to build their business based on commission or asset-fees only.
Consumers right now are craving advisors who know how to build an authentic, lifetime relationship with them AND who will help them achieve their financial goals over time.
Mindshift trains financial advisors to meet this demand by using a proven roadmap to shift their businesses and charge for ongoing financial advice, so they can receive more recurring revenue!
We also work closely with their teams to ensure that making this shift does NOT result in extra work. This way, they can create exponential business growth without any growing pains.
Ready to make the 5 Profit-Boosting Mindset Shifts that are used by the top financial planners nationwide?
Discover the 5 key mindset shifts we’ve used to help hundreds of financial advisors double or triple their recurring revenue ( without having to work more!)
Since starting with Mindshift, I found these three things to be most impactful:
- We substantially increased our renewal percentage to over 90% of our existing clients.
- I was able to turn more of my planning clients into investment and insurance clients, thus creating additional revenue out of the plans.
- Three, I’ve been able to close larger clients (largest being $100,000 annual fee!) thanks to some of the strategies and sales language from Mindshift.
- Kevin Dykes
Financial Advisor
Capstone Partners
After Mindshift, I won the Top Planner Award in my company.
- Melanie Dahl
CASL
Creative Financial Group
Coaching & training programs built by Financial Advisors for financial advisors
The Financial Planning School
You’re a financial advisor who recognizes that this approach is the way of the future and doesn’t want their practice to be left behind or overtaken by their competitors.
We’ll work with you to shift your business model so that it generates more consistent revenue, requires less marketing, and enables you to gain back your time. Along the way, we’ll also help you overcome any headtrash and show you how to present this model to current clients without risking your relationships with them.
New Advisor Bootcamp
You’re a company that wants to ensure that your new financial advisors are trained in the most effective, up-to-the-minute ways of getting and retaining clients, so you can improve your retention rates for new hires and stop losing money.
We’ll train your new advisors using our proven curriculum designed to guide them through the top-performing sales strategies used by successful financial advisors across the country. They will walk away fully trained and confident in modern selling techniques that succeed with any prospect.
Practice Growth By Design
You’re the owner of a financial practice who’s ready to optimize your team’s efficiency. You desire to increase revenue and set up your staff to be more self-sufficient, so you can delegate and step away with confidence.
We’ll show you how to do this using a highly-customized approach adopted by top-performing financial advising businesses nationwide (meaning: you don’t have to reinvent the wheel!)
Mindshift financial coaching is here to support financial advisors in modernizing their advising and selling methods.
We show our clients how to leave behind an increasingly outdated commission & asset fee-only advising model and start using a less transactional, less salesy approach that prioritizes the best interests of advisors and their clients.
Ready to make the 5 Profit-Boosting Mindset Shifts that are used by the top financial planners nationwide?
Discover the 5 key mindset shifts we’ve used to help hundreds of financial advisors double or triple their recurring revenue ( without having to work more!)
We heard Mindshift speak about their programs on an industry best practices call and hired them immediately. We thought, “Why recreate the wheel when there is a proven system that works, and we can avoid making mistakes?”
Before Mindshift, we dabbled in charging planning fees. Some years we closed 4 and other years we closed 10. We were also leaving renewal fee income on the table. We wanted more consistency and a proven renewal approach, without creating more work for ourselves. After our first MS program (we have renewed 2x), we closed 67 fee plans and $168,000 in recurring fee revenue, coupled with a SIMPLE process and unwavering conviction to have renewal conversations. (that we have already positioned with the client!) We are beyond excited for the future of our practice.
- Laurinda Ferreira
CASL, LUTCF, FSCP
- Claudia Ferreira
CFP, LUTCF, ChFC
- Michell Ferreira
Financial Service Professional