The ultimate secret weapon every Financial Advisor needs to close more business with less effort & more ease
Understanding how clients and prospects make decisions, or what our industry has coined “Behavioral Finance,” is the Holy Grail!
But how?
The best do it naturally.
And if it doesn’t come naturally it can be learned…
Some of us
are more logical
Some of us are
more emotional
Some of us
prioritize relationships
Some of us prioritize
getting things done
Some need numbers,
and some don’t
Case in Point:
“Have you ever presented the “perfect fit” recommendation, and your client just couldn’t move forward? Discover why in your Decision Persona Report.
Who are the advisors behind this assessment …
Hello there. We are Ben Skupp ChFC & Steven Kaplan ChFC.
We are advisors in the trenches like you.
We teach advisors how to monetize their financial advice with our proven 6-step framework. (without leaving behind commission or AUM—only clients.)
We teach the methods we use in the field every day.
Before you hire a coach or buy another program, ask yourself this…
Would you rather learn from a practicing advisor or a coach who has never been in your shoes?
We formed Mindshift Financial Coaching with Jackie Bradley, the queen of practice efficiency. She kicked our butts into gear years ago.
The combination of practice design and charging for our advice changed the game mentally, emotionally, and financially for us.
Advisors began asking us “how,” so we created the 6-step proven framework for advisors to replicate our methods without having to make all the mistakes we did.
We’ll let Jackie take it from here …
Thanks, gentlemen. Jackie here …
A decade ago, my guys were struggling. They both had hair! I have proof! Check out the picture. 😄
Essentially, he was on THE VERGE…the verge of a significant mental breakdown!
Steve was in crisis but for different reasons. He entered the business on the “investment side,” which can create the illusion of predictability, but with your income tied to the market … who is really in control?
That can be stressful, but his stress compounded for other different reasons. Investment management is a commodity with no real value. To compensate, he unknowingly over-delivered and overworked.
Without clarity on his client’s expectations, he was always anticipating the worst-case scenario …(we’ve all been there dreading the client call before answering it) …
Something had to give!
And the best part is it’s not an all-or-nothing business model – meaning financial planning revenue represents 20% of their overall income, with product sales making up the remaining 80%. The key → differentiating your offers!
Is it Your Turn?
Take your assessment & find out for yourself!
Carey Yukich,
Financial Planner
Mindshift – THANK YOU so very much for your help with my planning case!
It felt very natural and authentic to ask for a $7,500 plan fee plus $5,000 plans for both sons! Great way to hit the ground running.
Id say the class & your coaching have paid off significantly already!
J Leary,
CFA, CFP@, CPA,
MBA: Allentown, PA
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 need- It was my agenda!
If you are debating pursuing Mindshift, I would encourage you to go for it! I experienced growth of 10 – 15x at a minimum over what I paid in less than a year.
Projections this year … we are going to book at a minimum 250K of financial planning fees. We will double our Financial Management Oversight fees in a single year!