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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 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.
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
- 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
Mindshift has coached hundreds of financial advisors.
Here's 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. 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.