Congrats! Your Recurring Revenue Planner is on its way to your inbox!
You can use this revenue planner to:
- Get Clarity: where are in relation to your predictable revenue goals
- Determine your levers: plan price, number of plans delivered, & AUM revenue - what might get you there faster
- Accountability: Keep you on track to achieving your recurring revenue goals
Send Questions on how to use this planner: jaclyn@mindshiftfinancialcoaching.com
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…
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.