Advisors ready to build a 6-figure recurring revenue stream by charging for your advice without starting from scratch …

You can’t miss our Financial Planning Roundtable sessions in May:

Join Us For Our Session:

You will hear directly from peer advisors on real life scenarios to consider when shifting to charging for your advice.

You will walk away with how top planners from LPL and Mass Mutual shifted, and created a multi-six-figure predictable recurring revenue stream without leaving behind product sales.

And how (in addition to running our practice), we teach other advisors how to do the same so they don’t have to make the same mistakes we did.

You will walk away with the necessary components to make this happen in your business.

What will I take-away:

What kind of advisor will find value
in this Mastermind? An advisor that is...

Not charging or

You are doing financial planning but you are not charging (working for hope) for it (or undercharging for it)

Afraid to
lose clients

You’ve built a book of clients (the traditional/hard way) and you can’t imagine charging for what you once “gave away for free.”

Exhausted by their
sales process

Your sales process is too long and getting ghosted by prospects is not uncommon

Drowning in
service work

You are sick of the countless hours of unpaid service work

Desiring a proven system that works

You want a proven system with proven language that works & can be replicated

A believer in planning, but ...

  • Is afraid it’s double dipping
  • Is unsure how to articulate the value
  • Afraid it will jeopardize the sale

Join Us For Our Session:

Still not sure? Well, you are likely wondering -

Who is Mindshift & What Makes Them The Expert on Planning?

Good question.

We are advisors in the trenches like you. We meet with clients every day (except Fridays) and use everything we teach ourselves in the field.

We’ve taught over 500 advisors our “FMO Business Model,” & the results of our Financial Mindshift graduates blow us away.

This business model solved so many of the problems we were experiencing with the traditional advising model. And now:

  • We each take 5-weeks of vacation annually without taking the business with us
  • We have time to run an additional business while we generate 7-figures in our planning practice
  • We sleep well at night knowing our clients are clear on what to expect from our planning practice (& what not to expect)
  • We coach our kids’ sports teams and have shifted the majority of our attention back to the people who matter most to us—our family!
  • We receive more client thank yous this way than the old way.

Spend 30 minutes with us on:

Join Us For All Or One of Our Sessions:

What kind of results can advisors who hire
Mindshift achieve?

Great question! Here is what are clients are saying:

Click this video to hear what advisors like you are saying about the impact of adopting the “FMO Business Model.”

Play Video

What kind of results have we seen?

Great question! Here is what are clients are saying:

Click this video to hear what advisors like you are saying about the impact of adopting the “FMO Business Model.”

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


Before Mindshift, we dabbled in charging planning fees. Some years we closed 4, and other years we closed 10. We were also leaving renewal fee income on the table.

We wanted more consistency and a proven renewal approach, without creating more work for ourselves. So after we completed our first Mindshift program, we closed 67 new plans and six figures in new recurring income.

Five Star - Financial Group


Get a peek behind the scenes of our
Planning Practice

Join Us For Our Session:

Don’t miss this 30-minute deep dive. Hear from top advisors across the country – how to charge for your time, close more sales, and make more money with ease.