We’re here to help you increase your profits, without working harder.
Mindshift Financial Coaching is here to support financial advisors to modernize 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We show our clients how to leave behind an increasingly outdated, commission & asset-fee-only advising model and start using a less transactional & less salesy approach that prioritizes the best interests of advisors and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!)
Mindshift financial coaching helps clients:
Grow their
Profits
Make their businesses more efficient
Increase their recurring revenue
Have more
Of a life (!)
We believe:
- Financial advisors have the potential to create a ton of good and a significant impact by taking the stress out of people’s interactions with their money.
- For financial advisors to stay relevant, we need to modernize our approach. (instead of using tactics from your grandpa’s era!)
- The new way of financial advising is about helping clients make the best life decisions for themselves -- NOT delivering 500-page financial plans that never get read…
- MORE financial advisors need to claim their value, charge for it, and treat their time as a precious commodity.
- Great financial advisors deserve to be paid handsomely for the valuable work they do, without working 24/7 and without thinking about business, even on vacation.
- Most importantly, we believe you can make your own rules … and grow your business exponentially along the way.
We love working with:
Advisors who are top-performing and high-impact
People are willing to try new and modern approaches
Clients who have big ideas and visions for themselves
Advisors who want more than the constant marketing hustle
Financial teams that care about their clients and teams
Planners who are looking for proven systems for success
Planners who are looking for proven systems for success
Advisors who are top-performing and high-impact
People are willing to try new and modern approaches
Financial teams that care about their clients and teams
We love working with:
Clients who have big ideas and visions for themselves
Advisors who want more than the constant marketing hustle
What we offer
Financial planning school
Group and individual coaching to help financial advisors make the shift to charging for financial planning
New advisor bootcamp
New advisor trainings in modern selling techniques & charging for financial planning that result in better new hire retention rates
Practice growth by design
Coaching and consulting for financial practice owners who want to grow their practices without the growing pains
Who we are -the short version
At Mindshift Financial Coaching, we are advisors like you.
Ten years ago, we made the shift to charge our clients annually for financial planning
— or what we have named Financial Management Oversight.
Since then we have collected over $1,500,000 in planning fees and delivered nearly 500 financial plans!
Today, planning fees account for 20% of our annual revenue with product sales accounting for the remaining 80%.
AND while we have organically increased our investment and insurance implementation, deepened our client relationships, and increased our overall and recurring revenue…
… the coolest part is we virtually eliminated the need to market and gained back 50% of our time (which we now use to coach other advisors on how to adopt our business model)
Today, in addition to running our practice, our greatest fulfillment comes from helping other advisors duplicate and often exceed our success, hopefully saving them at least a few of the years of the stress & anxiety that we endured before cracking the code.
Shifting to charging for my time was a struggle for me because I had spent a better part of a decade selling against advisors who charged fees.
Mindshift helped me change my verbiage, and speak differently about my value. Now I am over $100,000 in fees & I signed the largest single fee of my career. I would not have had the confidence to charge $20K in the past.
Mindshift also significantly improved my personal life. Balance is one of the biggest things I got from participating in the program.
- Mario Carannante
CFBS, CCFS
MassMutual Eastern Pennsylvania
Who we are -the details
What we offer
Financial planning school
Group and individual coaching to help financial advisors make the shift to charging for financial planning
New advisor bootcamp
New advisor trainings in modern selling techniques & charging for financial planning that result in better new hire retention rates
Practice growth by design
Coaching and consulting for financial practice owners who want to grow their practices without the 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!)
I doubled down on the Mindshift Program after 2 meetings because the value I got from the organization as a whole was so strong.
They tailored the program to exactly what I needed- It was my agenda! So, if you are debating pursuing Mindshift, I encourage you to go for it! I experienced growth of 10 – 15x at a minimum over what I paid in less than a year.
- Joseph Leary
CFA®, MBA, CFP®, CPA*
Mass Mutual Greater Philadelphia