Financial Advisors: Unlock the SIMPLE Time Saving Secrets to Converting more Prospects into Clients!
Inside This Private Podcast, We Will:
Here is what our Client's are saying!
Financial Planning Participants 2023
Five Star Financial Group
New York City, NY
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.