Confident
I’m psyched! I started Mindshift in June of 2020. The lightbulb went off after one meeting, and I haven’t looked back since. It just clicked. I know what questions to ask and how to uncover pain points.

I feel great. Let me share two aspects:

• First, I have a process to go back to my existing clientele – a story and a level of service that I didn’t have prior.
• It is so exciting to transition clients onto a platform where I can say:
  • “We’ve done good work together, but there’s more we can do. Here’s what it is. Here’s what it costs. And if you want to be part of it, great. If not, that’s fine too.”
  • The offer is pressure-free conversation and it allows me to go into a discovery conversation with them (one that I haven’t been in before) and go deep.
• Second, it is a fresh approach to unapologetically say, here’s how I work and here’s what it costs and here’s what you’re getting for that.
• I have simplified my approach, and it’s a lot more potent and a lot more profitable. It is also so freeing giving that pressure-free choice to the client.

 
Ray Pavicich

My first win happened within hours
After my very first class, 6 hours later, I closed my very first fee planning case with a client and thought WOW this works.

Surpassing goals
I set out goals to close one fee paying client a quarter. After the first quarter, that turned to one fee paying client a month. Now that looks childish. I’m on pace to close 15 fee paying clients by the end of the year. To me I didn’t think I would be in that position, but here I am.

My clients are renewing
My first fee paying client came up for renewal. When I used the Mindshift renewal approach, she validated the value of our relationship. Specifically, she said, “it is one of the best things I have ever done … you have gone over and beyond for me multiple times … have done more for me than other advisors I have worked with in the past … I am absolutely going to keep this going … you’ve been great… I loved the experience.”

This was a pretty big win and it turned into additional business. She asked me to manage her money, which she did not do last year.
She now has the trust in me to allow me to manage her money as well.

Qualitatively, my anxiety has dropped. Mindshift has shot up my confidence. I come with a little bit of swagger to my meetings. I
genuinely feel people like me and like working with me. This mindset has alleviated a lot of issues that I had mentally in the business.

Jacob Myers – Financial Advisor