Ready To Make The 5 Profit-boosting Mindset Shifts Used By The Top Financial Planners Nationwide?
Download your free PDF to 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! }
Curious about the financial planning school?
Over 20 years of cumulative coaching of thousands of financial advisors, and since founding Mindshift Financial Coaching in 2018 and mentoring hundreds of clients, our team has identified 5 key mindset shifts that financial advisors must adopt to scale their businesses effectively.
These are the essential first steps for financial advisors to make the leap from operating like salespeople within their own practices to building and scaling highly profitable businesses that aren’t dependent on them working 24/7 to see consistent and sustainable revenue growth.
In this PDF, you’ll find out the 5 profit-boosting mindset shifts that will help you:
- Sell with integrity while becoming more profitable than ever
- Cultivate consistent loyal clients who hire you year after year
- Virtually eliminate marketing, so you don’t have to be constantly chasing the next sale
- Set up your business to support your life, instead of your life supporting your business
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
