In this 45-minute session,
we will share:
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.
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.
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.
