Profitable First Meeting Masterclass
Discover the Exact Language Top Advisors Use to Close Over $2.5M in Planning Cases
Across All Markets,
Without Walking Away from Product sALES
Reserve my seat now – just $197 $497
(Marked down from $497 | Live on May 21st | Replay & Bonuses Included)
After learning the Mindshift language, three major shifts happened:
- I closed larger clients—including a $100,000 planning engagement.
- I implemented more investment and insurance solutions from those plans, boosting revenue.
- I increased my renewal rate to over 90%.
Kevin J. Dykes - Financial Advisor, California
This Masterclass Is for Financial Advisors Who…
Are dabbling in fees, but wants to charge with more confidence
Are ready to lead with advice—not just sell
Craves predictable revenue that doesn’t depend on the market
Wants a plug-and-play way to guide advice-first conversations
Are tired of giving away your best thinking for free
Are looking to stay ahead as the industry shifts
(Marked down from $497 | Live on May 21st | Replay & Bonuses Included)
Thank you, Mindshift! The language made it feel natural and authentic to charge $7,500 for planning—plus $5,000 for each of my client’s sons.
I’d say the class and coaching have already paid off in a big way.
Carey Yukich - Financial Planner, Indiana
Products alone don’t build sustainable revenue.
The right offers—and the right language—do.
Too many advisors are overwhelmed, overworking, and still underpaid.
The truth? Simplicity is an art—and a modern advisory practice is built on clarity, not complexity.
At Mindshift, we believe:
Your time is valuable—and so is your advice
Clients don’t want 500-page plans—they want to make better life decisions
Charging for advice isn’t a trend—it’s the now
You can still use products and investments and get paid for your thinking
You don’t need to grind 24/7 to grow a business that supports your life
You can make your own rules—and thrive
This isn’t fluff. It’s the foundation of a sustainable, scalable, and satisfying business.
(Marked down from $497 | Live on May 21st | Replay & Bonuses Included)
The language works. I just closed a new plan yesterday—and this morning, an $8M client said “yes.”
Another client gave the green light to move $1.9M, with another $2.1M likely on the way.
Life is good—now at 38 active plans and counting!
Daniel Blum - Financial Advisor, CA
What Top Advisors Know (That You’ll Soon Master)
- The #1 communication shift that closes planning fees—without sounding salesy
- A proven way to turn every meeting into clarity, action, and revenue
- How to ask artful questions that uncover urgency, style, and expectations
- The plug-and-play formula for high-converting, advice-first conversations
- The exact language top advisors use to show real value (both numbers + nuance)
- How to attract the right clients—without chasing or convincing
- How to guide confident decisions between planning or product
Meet Mindshift Financial Coaching
At Mindshift Financial Coaching, we’re advisors—just like you.
Twelve years ago, we made the decision to add annual planning fees to our business—not just to increase revenue, but to bring more professionalism, clarity, and sustainability to the way we worked with clients.
At the time, we were overwhelmed and unclear about the role we played. Like many advisors, we gave everything—without clear expectations, boundaries, or compensation.
It wasn’t sustainable. And it didn’t reflect the real value we were providing.
So we created a process called Financial Management Oversight™—a planning-first approach designed to guide clients thoughtfully and get compensated for the strategic thinking we were already doing.
Since then, we have:
- Collected over $2.5 million in planning fees
- Delivered nearly 750 financial plans
- Built a model where planning fees make up 20% of our annual revenue—and product implementation remains strong and intentional at 80%
Our client relationships have deepened. Our revenue has grown. And the best part? We’ve gained back 50% of our time—with far less need for marketing or chasing.
Today, in addition to running our own practice, we coach advisors across the country to add planning fees to their own model—without giving up the parts of their business that are already working.
If you’re ready to bring more clarity, confidence, and recurring revenue into your practice—this is your next step.
Let’s Do This
Are you ready to master the language that’s working—even in today’s market?
This is the masterclass that will change your game.
You’ll get the words, mindset, and structure to lead with confidence—and get paid for it.
- $2.5M+ in planning fees closed using this approach
- Works across all markets, demographics, and generations
- One meeting. Clarity. Commitment. Revenue.
Just $197 $497 | Live on May 21st | Replay & Bonuses Included
When I started Mindshift, I was charging $500 per plan.
The Mindshift language gave me the confidence to charge $7,500–$10,000 per client—with a 95%+ renewal rate.
Max Dembow, CFP®, ChFC®, AIF®, CFBS, CLTC® - Financial Advisor, AZ
FAQs
When is the masterclass happening, and where do I join?
We’re going live on Wednesday, May 21st at 12pm ET / 9am PT via Zoom. Once you register, you’ll get the link and calendar invite. Can’t make it live? No worries—we’ll send you the full replay within 24–48 hours.
What if I can’t make it live?
Totally fine. All registrants will receive the replay, so you can watch on your schedule—and revisit key parts anytime. (Repetition = mastery)
Will there be time for Q&A?
Absolutely. We intentionally keep these sessions small so that we can interact with the advisors on the call. We’ve carved out 90 minutes so there’s plenty of space for questions and real-life prospect or client scenarios. And if something comes up after? You’ll have our email—we’re here to support your wins.
Can I apply my $197 toward the Financial Planning School if I join later?
Yes! Many advisors want to continue once they experience our community, process, and content. If you decide to take the next step and join our 6-month Financial Planning School, your masterclass registration fee will be applied toward your tuition.
I’ve been an advisor for a long time—will this still be relevant?
Yes, and here’s why: even veteran advisors say this approach simplifies their process, helps clients engage faster, and boosts their confidence when closing. If you’re always looking to refine your skills and stay ahead of the curve, this session will deliver.
Is this just for fee-only advisors?
Nope. This masterclass is for any advisor who wants to lead with advice—whether you charge for planning, implement products, or do both.
Just $197 $497 | Live on May 21st | Replay & Bonuses Included
Still on the fence? Here’s what else you will get …
Bonus #1: Advisor First Meeting Effectiveness Scorecard
Use this self-assessment to pinpoint:
- How effective your current first-meeting approach really is
- Which area will create the biggest impact when improved
- The one skill or strategy to focus on for the next 90 days
This tool gives you instant clarity—and a clear growth target—so you can start seeing results, faster.
$350
Bonus #2: Q² Advisor Meeting Navigator
Q² stands for Qualitative + Quantitative—and this checklist keeps you anchored in both.
Use this guide during or after your first meeting to:
- Follow the proven structure that uncovers urgency, values, and gaps
- Ensure you ask the right questions—and don’t miss key opportunities
- Stay on track, lead with clarity, and guide the conversation with confidence
No more guessing, backtracking, or forgetting what matters.
The Q² Advisor Meeting Navigator helps you run first meetings that convert—every time.
$750
Bonus #3: 15-Minute Hot Seat Coaching Session
Book a private 15-minute session with a Mindshift coach to go deeper on the one area you identified during the masterclass or in your First Meeting Scorecard.
Whether it’s role-playing a tricky prospect scenario, refining your language, or clarifying your next move—we’ll focus entirely on the area that gives you the biggest upside.
- Practice what you just learned, with feedback
- Drill language, overcome friction, or build confidence
- Walk away with 1:1 insight to accelerate your next first meeting
If you’re curious about our Financial Planning School, we’re happy to share more during the call—but only if you’re open to it. This time is yours.