Understanding how clients and prospects make decisions, or what our industry has coined “behavioral finance,” is the holy grail!

The best do it naturally.
And if it doesn’t come naturally just yet, it can be learned.

Take Our Free Personalized Assessment To: Determine Your Decision Persona:

The ultimate secret weapon every Financial Advisor needs to close more business with less effort & more ease

Get a detailed report of your decision persona

So You Can Master Identifying Others Styles (and Make More Sales with Ease!)

Here’s why?

Behavioral Finance is the art of our business. Have you ever presented a reasonable idea to a client, and they just couldn’t pull the trigger?

We all see the world differently.

Some of us are more logical, and some of us are more emotional

Some of us prioritize relationships, some prioritize getting things done

Some need numbers, and some don’t

We’ve all been taught the Golden Rule:

  • Do unto others as you would have them do unto you.

But that falls short when it comes to working with people to make buying decisions. In these situations, we have to use the Platinum Rule:

  • Do unto others as you as they’d have done unto themselves.

Developed by financial advisors actively working in the trenches, your decision persona report is a simple matrix formula that will help you understand how you make decisions.

This 4-minute assessment will reveal:

1

How to put behavioral finance into action:

What’s unique about your persona, and how to use that awareness to flex to what other styles need to be able to take action

2

How to identify other personas

You will become a ninja at identifying other personas using a simple matrix.

3

Tips to avoid the common mistakes when selling to different personas

We are one of four styles.

Refining your approach to other styles can increase your implementation rate by 75%

And make a massive change in your revenue and profits

Meet your Mentor(s)

Meet Mindshift:

Who are the advisors behind this assessment …

Hello there. We are Ben Skupp ChFC & Steven Kaplan ChFC

first and foremost, we are advisors in the trenches like you.

(This is a SUPER IMPORTANT component to our programs…
We shifted our business model to charging substantial recurring planning fees ONLY because a Top Planner coached & trained us.

Think about it …. do you want to learn entrepreneurship from the professor or the practitioner? Enough said!)

(This is a SUPER IMPORTANT component to our programs… We shifted our business model to charging substantial recurring planning fees ONLY because a Top Planner coached & trained us.

Think about it …. do you want to learn entrepreneurship from the professor or from the practitioner? Enough said!)

Together, we formed Mindshift Financial Coaching with Jackie Bradley, the queen of practice efficiency, advisor teaming & CEO mindset. She kicked

our butts (our practice) into gear years ago, and together we uncovered a need for what we offer advisors, so here we are.

We’ll let Jackie take it from here …

Thanks, gentlemen. Jackie here …

A decade ago, my guys were struggling. They both had hair – I’m not lying – check out the picture.

Thanks, gentlemen. Jackie here …

A decade ago, my guys were struggling. They both had hair – I’m not lying – check out the picture.

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prof16
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Ben was “hunting” large insurance clients, trading his time for hope.

Hope they needed insurance,

Hope they didn’t have a product aversion to insurance,

Hope they were insurable, Hope their family member wasn’t in the biz,

Hope they weren’t going to shop the coverage

OR any number of things that could go wrong.)

Essentially, he was on THE VERGE…

the verge of a significant mental breakdown that is.

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 was for different reasons altogether. He was overpromising, overdelivering, and overworking and had zero clarity about his clients’ expectations or what they truly wanted from him. They say, “Clarity is kindness,” and without this clarity, Steve was always anticipating the worst-case scenario … (essentially the client taking their assets and going) … which perpetuated the vicious cycle …

Something had to give …

Enter a Top Financial Planner offering a coaching program to guide other advisors into a BETTER WAY.

Here’s what happened …

They began charging every new client as well as existing clients to work with them … (year one & subsequent years)

They were no longer working for hope or trying to guess 

what their clients needed from them.

This new stream of predictable income allowed them to operate like business owners & make intelligent business investments (like hiring me to build their team and processes), allowing them to go on vacation and not take their work with them.

(They’ve collected over $2,000,000 in financial planning fees & delivered over 500 financial plans)

What about New Client Acquisition? Well, they never loved “hunting” for new clients year after year. So one of the BEST unexpected wins … their clients rehired them year after year, so the vicious marketing cycle stopped. They simply didn’t need more clients, and when they onboard a new client, it is through referral only.

Removing prospecting demands freed up 50% of their time – which they now use to coach and train other advisors to duplicate and often exceed their success (hopefully saving them at least a few years of the stress, anxiety & headaches they endured → before cracking the code.)

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!

Signature

Testimonials

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!