Financial Advisors:
YOU ARE INVITED

TO A LIVE PREVIEW EVENT OF:
The Financial Planning School

where you generate a consistent extra line of revenue in as little as 3 - 6 months:

 without working more hours, reinventing the wheel, or using outdated sales & marketing techniques

 
January 19th at 1pm EST
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RESERVE MY SPOT
GET YOUR QUESTIONS Answered!

In this 45-minute session,
we will share:

  • How the program works
  • Why NOW is the best time to get started
  • The time commitment involved
  • The ROI you can expect &
  • The game-changing material covered,
  • And you’ll meet your instructors (successful, practicing financial dvisors like yourself)
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Join us:
January 19th at 1pm EST

Real Talk: 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 that this is an investment you can easily recoup with just one or two sales before the program is even finished!
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TURN WHAT YOU ALREADY
KNOW, LOVE, & DO INTO RECURRING INCOME



So, why is NOW the perfect time for Financial Advisors to consider The Financial Planning School?

  • Consistent cash flow is the lifeblood of any business ... and financial planning
    fees add an additional {non-market dependent} recurring revenue stream

  • A business that has recurring income is FAR more stable and predictable than one that does not

  • The system we provide in The Financial Planning School helps you serve your clients in a way that eliminates stress. By simply repackaging what you’re already doing and delivering it as a distinct offering, you will gain back control of your business

  • You become more than just the asset manager or insurance person. You become their trusted advisor. What a relief to be able to talk to clients aboutmore than just the wild markets

  • Instead of clients buying once, the same client will happily spend money with you repeatedly as long as you know how to communicate the value they will get - we will teach you this proven language
 IS THE FINANCIAL PLANNING SCHOOL RIGHT FOR ME? 
Advisors who enroll in the Financial Planning School are usually struggling with one of these problems:

  • Revenue growth without working more hours seems like a pipe dream

  • How to approach existing clients and charge them for what they once gave away for free

  • How to articulate their offerings to avoid the feeling of double dipping

ANY OF THE ABOVE SOUND FAMILIAR???
Plus, the real kicker is, as a result of not having solved these (super common!) problems, a huge number of financial advisors then find themselves…
 
  • Experiencing slower profit growth
  •  
  • Taking their businesses everywhere (including on vacation)
  •  
  • Not having clear boundaries or knowing “what’s enough” in their client relationships
  •  
  • Consistently giving advice (and their time!) away for free in the hope of landing a sale
  •  
  • Struggling to stand out from their competitors 
And that leads to a situation where they
often find themselves asking questions like…
How much longer can I do things this way?
When is this business going to start running itself?
When will things FINALLY feel easier?


If this is all ringing a (loud!) bell for you, KNOW THIS:

You are not alone in feeling this way. And yes,
things can absolutely get better. Come hear how. Join us for:
THE FINANCIAL PLANNING SCHOOL LIVE PREVIEW EVENT! 
At Mindshift, we believe that you shouldn’t have to recreate the wheel, experience a ton of stress, or put in hours of extra work to make your financial advising business more profitable and less of a rollercoaster.

That’s why we want to make things easier, more enjoyable, and a million times more efficient and simple for you to see incredible results.

Ready to accelerate your success without the struggle? Join us for:
GET YOUR QUESTIONS Answered! 
January 19th at 1pm EST
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WHAT OUR CLIENTS ARE SAYING:
Joe Leary
CPA, CFP, MBA
Welcome! We’re Ben,
Steve, and Jackie, the founders of Mindshift
Financial Coaching.
At Mindshift Financial Coaching, we are advisors like you. Ten years ago, we made the shift to charge our clients annually for financial planning. 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%. AND while we have organically increased our investment and insurance implementation, deepened our client relationships, and increased our overall and recurring revenue… the coolest part is we virtually eliminated the need to market and gained back 50% of our time. 

NOW, in addition to running our practice, our greatest fulfillment comes from helping other advisors duplicate and often exceed our success, saving them at least a few of the years of the stress & anxiety that we endured before cracking the code.

The Financial Planning School LIVE PREVIEW EVENT!

GET YOUR QUESTIONS ANSWERED
& DETERMINE IF THIS PROGRAM IS RIGHT FOR YOU!!
 
REMEMBER: 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 that this is an investment you can easily recoup with just one or two sales before the program is even done.
January 19th at 1pm EST
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DON’T JUST TAKE OUR WORD FOR IT…
TAKE A LOOK AT OUR CLIENT RESULTS:
K. Dykes
Financial Advisor CA
Since starting with Mindshift, I found these three things to be most impactful:
  1. We substantially increased our renewal percentage to over 90% of our existing clients.
  2. I was able to turn more of my planning clients into investment and insurance clients, thus creating additional revenue out of the plans.
  3. Three, I've been able to close larger clients (largest being $100,000 annual fee!) thanks to some of the strategies and sales language from Mindshift.
We heard Mindshift speak about their programs on an industry best practices call and hired them immediately. We thought, “Why recreate the wheel when there is a proven system that works, and we can avoid making mistakes?”

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.

After our first MS program (we have renewed 2x), we closed 67 fee plans and $168,000 in recurring fee revenue, 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.

Laurinda Ferreira
CASL, LUTCF, FSCP
Claudia Ferreira
CFP, LUTCF, ChFC
Michell Ferreira
Financial Service Professional

With our tried-and-tested, foolproof methods and roadmap for you to follow, we KNOW that it’s absolutely possible for you and your practice to get to a place where…

  • Running your business feels a million times easier
  • You have soooo much more predictability in your revenue streams
  • You have the capacity to offer more to your clients, because they pay you for your time and expertise
  • You feel confident and full of conviction in your sales approach
  • You feel like you’re genuinely making a difference with people and doing highly beneficial, meaningful work
DON’T JUST TAKE OUR WORD FOR IT…
TAKE A LOOK AT OUR CLIENT RESULTS:
Mario Carannante
CFBS, CCFS

Shifting to charging for my time was a struggle for me because I had spent a better part of a decade selling against advisors who charged fees.

Mindshift helped me change my verbiage, and speak differently my value. Now I am over $100,000 in fees & I signed the largest single fee of my career. I would not have had the confidence to charge $20K in the past.

Mindshift also significantly improved my personal life. Balance is one of the biggest things I got from participating in the program. 

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Jake Myers
Financial Advisor
I was in my 2nd year in the business and joined Mindshift because I sounded like a robot in every prospect meeting.

My first win happened within hours! After my very first class, 6 hours later, I closed my very first fee planning case and thought, WOW, this works.

Qualitatively, my anxiety has dropped. Mindshift has shot up my confidence. I’m on pace to close 15 fee-paying clients by the end of the year and well surpass my 6-figure income goal. And when I use the Mindshift renewal approach, my clients renew.

THE FINANCIAL PLANNING SCHOOL
LIVE PREVIEW EVENT!

January 19th at 1pm EST
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I'M IN
IF YOU’RE READY TO…
Grow your business profits
Make your revenue more consistent
Increase your recurring revenue
Make better business decisions
Have more of a life (!)

This is the program for you.

Have Questions
BUT CAN’T MAKE ONE OF THE PREVIEW SESSIONS?

Where financial advisors grow their businesses differently.
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 jaclyn@mindshiftfinancialcoaching.com
 
 
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