Testimonials

What People Are Saying About Mindshift Financial Coaching

I doubled down on the Mindshift Program after 2 meetings because the value I got from the organization as a whole was so strong. They tailored the program to exactly what I need- It was my agenda!
If you are debating pursuing Mindshift, I would encourage you to go for it! I experienced growth of 10 – 15x at a minimum over what I paid in less than a year.

J Leary,
CFA, CFP®, CPA, MBA: Allentown, PA

Projections this year … we are going to book at a minimum 250K of financial planning fees. We will double our Financial Management Oversight fees in a single year!

J Leary,
CFA, CFP®, CPA, MBA: Allentown, PA

Mindshift helped me design a consultative approach during a challenging, uncertain, pandemic time. Most valuable: the ability to check in on specific opportunities with Mindshift coaches who are advisors with varying perspectives and specialities. I felt so listened to. It was so valuable!

B. Waddell,
RICP® , AIF® West Hartford, CT

2nd Year Advisor Joins Mindshift & Crushes 6-figure Income Goals

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14-year veteran joins Mindshift: quadruples financial planning revenue, doubles number of plans & fees charged per plan

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I have been in the financial services industry for about two and a half years and have been exposed to a lot of individuals, trainings, 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 would highly recommend this program to any of my peers at any experience level.

Brenan McAllister

Financial Advisor

I wanted to let you know that I received my first ‘yes’ last night unexpectedly. After all was said and done, they asked how much they owe. I told them the amount for what I can do for coaching, and I went through a whole list of things, and they said okay. Thank you for your coaching, I appreciate it.

Dan Joie

Thanks to Mindshift Coaching, I stopped ‘choosing’ for the client whether I should present them a fee or not. I let most everyone know the way that I work and it’s helped so much in making my role clear and defined to everyone I meet with and not give away as much free work.

Anonymous

2018 Mindshift Coaching Participant

I’ve saved a ton of time and free work; Mindshift Coaching helped me get to a ‘yes’ or a ‘no’ faster.

Anonymous

2018 Mindshift Coaching Participant

Helpful to see the infrastructure/roles advisors set up to keep things running.

Anonymous

2018 Mindshift Coaching Participant

The value of the Program for me was learning how to get renewals.

Anonymous

2018 Mindshift Coaching Participant

Coaching was helpful to learn effective, simple organization/systems to make the business easier.

Anonymous

2018 Mindshift Coaching Participant

Mindshift Coaching helped me to define a clear role with my clients/prospects so they know exactly what they are getting.

Anonymous

2018 Mindshift Coaching Participant

Mindshift Coaching helped me to define a clear role with my clients/prospects so they know exactly what they are getting.

Anonymous

2018 Mindshift Coaching Participant