Financial Advisors: Unlock the SIMPLE Time Saving Secrets to Converting more Prospects into Clients!

Download our Private Podcast where we share THE SIMPLE STRATEGY that you can use immediately in your advisory practice to increase your prospect conversions, and save you valuable prep time.

Inside This Private Podcast, We Will:

  • Demystify what clients are truly looking for in an advisor (so you can position your services in a way that makes them an easy “YES.")
  • Show you how to quickly uncover whether a prospect is a “DIYer” or someone who is likely to waste your time before you spend 4 meetings trying to win their business (when there was no business to be won in the first place!)
  • Walk you through the exact amount of information a prospect or client needs to make a decision. (Hint: it's actually less than you would expect.)

Here is what our Client's are saying!

Financial Planning Participants 2023

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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

New York City, NY

K. Dykes

Financial Advisor

Capstone Partners

Since starting with Mindshift, I found these three things to be most impactful:

1. We substantially increased our renewal percentage to over 90%.

2. We were able to turn more of my planning clients into investment and insurance clients, thus creating additional revenue out of the plans.

3. We have been able to close larger clients (largest being $100,000 annual fee!) thanks to some of the strategies and sales language from Mindshift.

Yes, send me your client conversion strategy …

Who is Mindshift:

  • Advisors in the trenches like you
  • 10 years ago shifted to charging for our advice, time and guidance (even existing clients)
  • Secret: without access to coaching by an advisor who successfully shifted we would NOT have changed our model
  • Here’s what happened:
    Predicable income allowed to operate like business owners Clear expectations lowered stuff for us and our clients Smart recurring revenue increased (we have collected over $2,000,000 in financial planning fees & delivered over 500 financial plans) Clients hired us year over year so we stopped the vicious marketing cycle - we simply didn’t need more clients Gained back 50% of our time
  • Best part - It’s not an all or nothing business model
    What does the mean - Financial plans represent 20% of our overall income with product sales making up the remaining 80%
  • Our greatest fulfillment comes from helping other advisors duplicate and often exceed our success, hopefully saving them at least a few years of the stress, anxiety & headaches that we endured before cracking the code.
There is a better way!

Who is Mindshift:

First and foremost, we are advisors like you. Ten years ago we added annual financial planning fees to our recurring revenue model and have not looked back.
We moved in this direction to regain our sanity, to bring predictability to our revenue, to stop working 24/7, & to bring clarity to unclear client expectations. And the wildest thing happened … It Worked!
Since then we have collected over $2,000,000 in planning fees and delivered nearly 500 financial plans!
Today, planning fees account for 20% of our annual revenue with product sales accounting for the remaining 80%. (We do not take an all or nothing approach!)
Best of all, we gained back 50% of our time! So today, in addition to running our practice, our greatest fulfillment comes from helping other advisors duplicate and often exceed our success, hopefully saving them at least a few years of the stress, anxiety & headaches that we endured before cracking the code.

OUR MISSION: To provide Financial Advisors with PROVEN strategies and SIMPLE hacks that work (NOT THEORIES) and deliver you RESULTS!

To get a feel for the techniques we share with our clients, download our Private Podcast episode.