I was having a lot of success working with clients, but I wanted to expand the relationship. I was having trouble transitioning my clients to open up about other areas of their planning.

Mindshift Coaching helped me break through the barriers. I am now able to take a holistic approach using planning. Mindshift helped me transition to a fee-based practice, which created a lot more opportunities. I was able to receive personalized coaching on my cases.

That individual time was important as it focused on my business and gave me the opportunity to accelerate my growth. My business has grown significantly. I am now more beneficial to my clients and truly feel confident in my advising skills.

I have been in the financial services industry for about two and a half years and have been exposed to a lot of individuals, training, and classes on how to be a successful advisor.

By far, the most valuable one has been Mindshift. The program is very interactive, which allows advisors to talk about recent successes and failures, which I found to be very beneficial. My production and the way I feel about my business has greatly improved. Mindshift has provided me with a very clear vision of what I want my practice to look like, which is already starting to take shape. I highly recommend this program to any of my peers at any experience level.

We found that advisors six months into their careers were taking varied approaches based on their mentors training.

This lack of consistency across new advisors created a disparity in results and solutions offered. Partnering with Mindshift allowed for a consistent foundation based on a fee-for-advice approach.

The results have been apparent from the beginning. The level of fees collected has skyrocketed. It has also allowed for the placement of additional products which might not have been discovered if not for the planning approach. We see a direct correlation between the number of fees collected and lines of business sold. The level of relationship that is established with the clients has also improved dramatically, which is important for anyone starting a career in sales. One of the fears new advisors have is that they don’t know enough. Reinforcing the planning approach gives them confidence that they are engaging with prospects and clients professionally without any preconceived ideas or solutions.

The most important thing to look at when considering Mindshift is your own culture. Almost every aspect of the sales side within a firm falls on the sales managers’ shoulders. There is so much to do and a limited amount of time. By hiring Mindshift, we are able to reinforce the planning approach, provide outside coaching using a proven roadmap, and free up time for other priorities. The Mindshift team is very responsive to what is happening in real-time in the field and they incorporate that immediately into their coaching sessions.

She called me Saturday right after she got the check and the fee agreement. She was crying. The Mindshift Program has really helped to grow her confidence in this area. Good Stuff!!!! DQ

I wanted to give you some feedback that I received from Vincent. He came out of the first meeting really pumped up and was very encouraged by being able to build his business in this fashion. You have helped him to close the loop and bring understanding to what Financial Planning and this business are all about.