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Mindshift has coached hundreds of financial advisors.
Here's what some of our clients have to say...
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Financial Advisors & Leaders of Advisors:
- When you are ready – Mindshift is here to help you grow your business using practical & proven techniques.
- We are advisors like you.
- We don’t have time for theoretical ideas either ….ideas that may or may not work or take years to show results.
- Our methods are optimized so you can learn from our years of mistakes and fast-track your results.
- Give the podcast a listen! Try out the technique and let us know how it goes.
- When you are ready, let’s hop on a 30-minute call where we can share additional ideas to transform your Practice and your results.
Kevin charged his first 6-figure planning fee
Kevin Dykes - Financial Advisor / Capstone Partners
I hired Mindshift at the beginning of 2022 because I wanted to take my financial planning practice to the next level. During our work together, I found these three things to be most impactful:
- Increased Renewals: Our team substantially increased our financial planning renewal percentage to over 90%
- More Revenue: I was able to turn more of my planning clients into investment and insurance clients, thus creating additional revenue out of the plans.
- Close Larger Cases: I've been able to close larger clients (the largest being a $100,000 annual fee!) thanks to some of the strategies and sales language from Mindshift.
Go “All In” On Growing Your Practice /Firm!
We can help you grow your revenue while simplifying your business.
Since 2017, Mindshift has helped hundreds of ambitious financial advisors & industry leaders achieve critical growth and…
- Charge significant recurring financial planning fees - imagine $250K of recurring planning revenue making up 20% of your overall
- Quapruple overall revenue
- Gain the confidence to charge 6-figure planning fees
- Get wins in hours after attending our sessions even those new in the business
- Earn top planner of the year of award
- Enjoy their business again
- Gain back 25-50% of their time