Congrats! You are registered for our upcoming Financial Planning Roundtable Series!
We can’t wait to share behind-the-scenes information about our planning practice.
Send us your specific questions to Jackie: jaclyn@mindshiftfinancialcoaching.com
Schedule
- Tuesday, May 10th: 3pm ET
Tuesday, May 7th: 3PM ET
What you will walk away with:
- Real-life scenarios from advisors like you and how they handled these very real-life situations, like how to convert existing clients from “free-to-fee.”
- Examples of language we use in the field and why it is so effective.
- The results you can expect to see in your practice and what shifting has meant to the businesses and lives of other Mindshift Advisors
- Our process for empowering an advisor to offer planning to everyone. (And, no, you do not have to walk away from a prospect who just wants you to manage the money, but you will have clear distinctions about the differences in service)
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…
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 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.
PROGRAM RESULTS AND OUTCOMES:
- Charge significant recurring financial planning fees - imagine $250K of recurring planning revenue making up 20% of your overall revenue
- Make business investments (like hiring that staff person) with CLARITY & CONFIDENCE
- Quadruple overall revenue
- The confidence to charge 6-figure planning fees
- Getting wins in hours after attending sessions (even those new in the business)
- Earning top planner of the year of award(s)
- Enjoying the business again
- Gaining 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…
Play Video
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.