Congrats! You are registered for our upcoming Financial Planning Mastermind!
We can’t wait to share the behind the scenes of our planning practice.
Send us your specific questions to Jackie: jaclyn@mindshiftfinancialcoaching.com
Monday, February 26 @ 12pm ET
What you will walk away with:
(If you can’t find your delivery email, be sure to check your Spam / Promotions folder, and you can always reach out to our team for assistance at support@mindshiftfinancialcoaching.com.)
- What mindsets we adopted to successfully shift to charging annually for our advice
- What “FMO” stands for & why we use what we call “Fill The Bucket” language
- Why it’s crucial to uncover your client’s decision style & how doing that increases your closing percentage (regardless of your business model)
- The (2) most important things when approaching current clients with your new business model
Financial Advisors & Leaders of Advisors:
When you are ready – Mindshift is here to help you grow your practice using practical, simple techniques. We are financial advisors like you – so we KNOW first-hand that you don’t have time for theoretical ideas that may or may not work or ideas that take years to show results. All of our methods are field tested, tweaked and optimized so you can learn from our mistakes. Give the podcast a listen, try out the technique, & let us know how it goes. At that point if you want to learn more, then let’s hop on a 30-minute call where welll give you ideas to transform your Practice or Firm!
- 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 mistakes and fast-track your results.
- When you are ready, let’s hop on a 30-minute call where we can share additional ideas to transform your practice and help you determine if our Flagship Financial Plannig School is a fit for where you are in practice.
In the meantime, let’s stay connected. Find Mindshift on Linkedin!
Mindshift has coached hundreds of financial advisors.
Here's what some of our clients have to say...
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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 revenue
- Quapruple overall revenue
- 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(s)
- Enjoy their business again
- Gain back 25 - 50% of their time
Mindshift has coached over 500 advisors.
Click on the video clips below to hear what some of our clients have to say…
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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. I had been operating in the space for four years but felt like I didn’t grab the reins on the planning, and specifically did not see the renewal percentages that I’d hoped to see. Since starting with Mindshift, I found these three things to be most impactful:
- We substantially increased our renewal percentage to over 90% of our existing clients.
- I Was able to turn more of my planning clients into investment and insurance clients, thus creating additional revenue out of the plans.
- 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. I highly recommend Steve, Ben, and Jaclyn. They've been invaluable to me in my practice and my growth in this career.
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. I had been operating in the space for four years but felt like I didn’t grab the reins on the planning, and specifically did not see the renewal percentages that I’d hoped to see. Since starting with Mindshift, I found these three things to be most impactful:
- We substantially increased our renewal percentage to over 90% of our existing clients.
- I was able to turn more of my planning clients into investment and insurance clients, thus creating additional revenue out of the plans.
- 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. I highly recommend Steve, Ben, and Jaclyn. They've been invaluable to me in my practice and my growth in this career.