Advisors: Want to learn how to successfully charge for your financial planning services?


As Financial Advisors, we have been charging clients for 10 years and would NEVER go back to the old way.

We’ve cracked the code and now (in addition to running our practice) we teach others advisors how to do the same so they don’t have to make the same mistakes we did.

Join Us: Monday, February 26th at 12pm ET for a Financial Planning Mastermind a 30-minute deep dive into how our “FMO” business model is a triple win (for you, your clients, & your family) and how it has cured all of our business headaches!

What will I take-away:

  • The mindsets we had to adopt to successfully shift to charging annually for our advice
  • What “FMO” stands for & why we use what we call “Fill The Bucket” language
  • Why it’s crucial to uncover your clients decision style & how doing that increases your closing percentage (regardless of your business model)
  • The (2) most important things when approaching current clients with your new business model

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

I will be there on February 26th at 12pm ET!

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 everyday (but Fridays) and everything we teach we use ourselves in the field.

We’ve taught over 500 advisors our “FMO Business Model” & we are blown away by the results of our Financial Planning School graduates.

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

  • We each take 5-weeks vacation 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 that matter most to us – our family & our clients!
  • We receive more client thanks you this way than the old way 

Spend 30 minutes with us on Monday, February 26th at 12pm ET

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

Get a peek behind the scenes of our
“FMO Business Model”

Monday February 26th at 12pm ET for a Financial Planning Panel Discussion.

A 30-minute deep dive into how we shifted and how we help advisors across the country do the same while keeping the business manageable.