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

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We show our clients how to leave behind an increasingly outdated commission & asset fee-only advising model and start using a less transactional, less salesy approach that prioritizes the best interests of advisors and their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.

Read Our Story

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

READY TO Make IT HAPPEN?

Book a Call