5 Star Financial Group
We heard Mindshift (MS) speak about their programs on an industry best practices call, and hired them immediately. We thought: “Why recreate the wheel or make mistakes that we don’t need to make?” 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, & a proven renewal approach, without creating more work for ourselves. After our first MS program (we have renewed 2x), we closed 67 fee plans, $200,000 in new fee revenue, & $168,000 in new recurring income. Coupled with a SIMPLE process and unwavering conviction to have renewal conversations (that we have already positioned with the client!), we are beyond excited for the future of our practice.
MODULE 1:
Mindset Mastery
MODULE 2:
Profitable First Meetings
MODULE 3:
Selling with Social Styles
MODULE 4:
Converting Existing Clients
MODULE 5:
Modern selling techniques
MODULE 6:
Mastering renewals
INTERESTED IN GETTING REGULAR FEEDBACK, SUPPORT, ACCOUNTABILITY, AND NETWORKING OPPORTUNITIES WITH OTHER ADVISORS BEYOND THE ONLINE PROGRAM?
CONSIDER UPGRADING TO OUR SIX-MONTH GROUP COACHING PROGRAM EXPERIENCE.
SPECIAL NOTE ABOUT THE VIP UPGRADE PACKAGE:
FAQ's
Don’t worry! We record most calls and send the recordings within 48 hours of the call. This allows you to listen to the content on your own time. Please note: The only calls we DO NOT record are the monthly case strategy calls to protect any other client information shared.
As with anything that is worth it in life, this process takes focus. However, that doesn’t necessarily equate to a huge time commitment. Here’s the good news. You will master the material while meeting with prospective and current clients or said another way, while simultaneously being productive in your business.
On average, our advisors come out of this program successfully charging $2500-$3000 per financial planning client (and typically sign on multiple new clients during their time in the program itself!) -- meaning this is an investment you can easily recoup with just one or two sales, before the program is even done.
IF YOU'RE READY TO...
STILL HAVE QUESTIONS?