The financial Planning school
Where you add a consistent extra line of revenue to your income stream while modernizing and
future-proofing your business for the long term.
Real talk: Something that virtually all financial advisors want is increased revenue growth without extra hours in the office or work stress.
Problem is: one of these three things is almost always stopping them from getting that. Which one do you identify with?
1
You’re stuck in a vicious cycle where you never have enough time
Servicing existing clients, prospecting for new clients, (over)preparing for client presentations, doing jobs below your pay grade (because you don’t have the consistent revenue to bring in more support staff)…
… it all adds up to create a situation where increasing your practice’s profits feels impossible, because you can’t imagine doing more in your business (even though more hustle often feels like the only option right now!
2
You’re tied to doing business the way that it’s always been done
Here’s the deal: most financial advisors were trained by their companies to sell in a very specific way — to give their services away for free and focus on pitching product features and benefits to generate income.
The issue is that this way rarely creates consistent revenue, is not optimal for cultivating client trust or long-term relationships, and is NOT the most modern or effective way to bring in sales. (There’s a better way, we promise!)
3
You’re not operating in the mindset of a truly growth-minded ceo
Let’s face it — you’re so IN the business right now that it’s hard for you to see the bigger, strategic picture or to appreciate the real value you bring to the table.
Most financial planners are trained to see themselves as salespeople who should focus on the most urgent tasks at hand, INSTEAD of setting their practices up for long-term — and sustainable — profitability. (This leads to them spinning on a hamster wheel instead of enjoying higher revenue and more time off!)
Any Of The Above Sound Familiar ???
Plus, the real kicker is, as a result of not having solved these (super common!) problems, a huge number of financial advisors then find themselves…
- Experiencing slower profit growth than they want in their practices
- Taking their businesses everywhere (including on vacation and to bed with them!)
- Not having clear boundaries or knowing “what’s enough” in their client relationships
- Consistently giving advice (and their time!) away for free in the hope of landing a sale
- Struggling to stand out from their competitors and to feel secure in their revenue projections
And that leads to a situation where they often find themselves asking questions like…
If this is all ringing a (loud!) bell for you, KNOW THIS:
You are not alone in feeling this way. And yes, things can absolutely get better. We’re here to show you how.
Welcome! We’re ben, steve, and jackie, the founders of mindshift financial coaching.
We’re specialists in supporting financial advisors to adopt a new way of doing financial advising and selling, which uses a less transactional, less sales-oriented approach, and prioritizes the best interests of both clients and advisors.
Together, we’ve spent over 20 years coaching thousands of financial planners, and since founding Mindshift Financial Coaching in 2018, we’ve helped hundreds of clients grow and scale sustainable, 7-figure practices, all while building lives and businesses they love.
Ten years ago, Ben and Steve stood in your shoes. But since doing things the Mindshift way, they’ve collected over $1,500,000 in planning fees, delivered nearly 500 financial plans, have virtually eliminated the need to market their businesses and gained back 50% of their time. Today, planning fees account for 20% of their annual revenue with product sales accounting for the remaining 80%.
Ready to shift your business the mindshift way (which isn’t dependent on you working 24/7 to see consistent and sustainable profit growth)?
Don’t just take our word for it… Take a look at our client results :
Before engaging Mindshift, I delivered 17 financial plans and collected $20K in planning fees. After participating in Mindshift’s program I finished the year with 40 fee clients totaling between 90 – 100K of total fee revenue. Essentially, I have doubled the number of plans delivered, while simultaneously doubling the fee I charge per plan, which has had a quadrupling effect on my revenue. In addition to acquiring new clients, I have effectively transitioned existing clients to working on a fee basis.
- Ray Pavicich
CLU, CFP
We heard Mindshift speak about their programs on an industry best practices call, and hired them immediately. We thought: “Why recreate the wheel when there is a proven system that works and we can avoid making mistakes?” Before Mindshift we dabbled in charging planning fees. Some years we closed 4 and other years we closed 10. We were also leaving renewal fee income on the table. We wanted more consistency, & a proven renewal approach, without creating more work for ourselves. After our first MS program (we have renewed 2x), we closed 67 fee plans, $168,000 in recurring fee revenue. Coupled with a SIMPLE process and unwavering conviction to have renewal conversations (that we have already positioned with the client!), we are beyond excited for the future of our practice.
- Laurinda Ferreira
CASL, LUTCF, FSCP
- Claudia Ferreira
CFP, LUTCF, ChFC
- Michell Ferreira
Financial Service Professional
WITH OUR TRIED-AND-TESTED, FOOLPROOF METHODS AND ROADMAP FOR YOU TO FOLLOW, WE KNOW THAT IT’S ABSOLUTELY POSSIBLE FOR YOU AND YOUR PRACTICE TO GET TO A PLACE WHERE…
- Running your business feels a million times easier
- You have soooo much more predictability in your revenue streams
- All your processes are highly effective and simple to execute
- You have the capacity to offer more to your clients because they pay you for your time and expertise
- You feel confident and full of conviction in your sales approach
- You feel like you’re genuinely making a difference to people and doing highly beneficial, meaningful work
Because At The End Of The Day, We’re Here To Take A Stand For :
- A new way of financial advising, which is about helping clients make the best decisions for themselves (and NOT about delivering 500-page financial plans that never get read!)
- MORE financial advisors claiming their own value, charging for it, and treating their time as a precious commodity
- Great financial advisors getting paid handsomely for the valuable work they do, without working 24/7 and without needing to think about their businesses at 4 AM or on vacation
- A more modern approach to financial advising, which ditches the tactics that were popular in your grandpa’s era (!) and will actually help our industry to stay relevant
See what our clients say about working with us…
Before joining Mindshift, I was starting to get to the point where my time was just getting eaten up all over the place, and it was a struggle to manage. I hit that point where I felt I was getting more requests from clients than me having the time to go out and find new clients.
Recently, I signed the largest single fee I’ve ever signed. I would not have had the confidence to charge that amount if Mindshift hadn’t coached me through it.
Not only has Mindshift improved my professional life, but it has also improved my personal life in a big way. It has created more balance. That is one of the biggest things I got out of my participation in the program. I received so much more than I expected out of working with Mindshift.
- Mario Carannante
CFBS, CCFS
I doubled down on the Mindshift Program after 2 meetings because the value I got from the organization as a whole was so strong. They tailored the program to exactly what I need- It was my agenda!
If you are debating pursuing Mindshift, I would encourage you to go for it! I experienced growth of 10 – 15x at a minimum over what I paid in less than a year.
Projections this year … we are going to book at a minimum 250K of financial planning fees. We will double our Financial Management Oversight fees in a single year!
- Mario Carannante
CFBS, CCFS
Introducing…
The Financial Planning School
By Mindshift Financial Coaching
Where overworked financial advisors go from giving too much time and energy away to being valued and extremely well-compensated for their knowledge, without working harder or over-complicating things
When you join the Financial Planning School, you’ll immediately get six months of access to our Shifting to Financial Management Oversight Video Course
This game-changing course (valued at $2997) on how to harness the power of modern selling techniques in your financial advising practice has helped our clients achieve results such as quadrupling their revenue and adding $200,000 of new recurring revenue to their businesses.
It’s available in recorded modules that you can watch on your own time, and teaches the exact methods that Ben and Steve have perfected over the past 10 years (and which they still use!) to increase their practices’ recurring revenue year-on-year while also gaining back an incredible 50% of their time.
Here’s A Sneak Preview Of The Gold We’ll Be Sharing In The Course:
MODULE 1
Mindset Mastery
Are you ready to finally adopt the mindset of a 7- or 8-figure business owner, so you can powerfully set up your business to get the results you’ve been wanting for YEARS?
Good news — this is where we make it happen! Because as the boss, your mindset has ripple effects on every area of the business, and once we start to shift it, you’ll be blown away by how fast things in your business change for the better.
MODULE 2
Profitable First Meetings
Kiss goodbye to over-preparing and stressing about first meetings with potential clients… only for the meetings to end with “I’ll think about it”, ghosting, and wishy-washy commitments.
We’ll teach you how to stop overloading people with information they don’t actually care about, and adopt our proven strategy for landing clients that works the first time, anytime, with any prospect.
MODULE 3
Selling with Social Styles
Sick of spending meetings trying to decode what your clients are really saying and thinking, and of your words washing over them as they stare at you blankly?
This module will change that for good, by showing you how to identify, understand, and flex to the buying language of different client types, as well as how to adapt your own communication style to successfully sell to every kind of personality.
MODULE 4
Converting Existing Clients
You’ve built an existing book of clients who are all used to receiving your advice and insights free of charge. Now you want to go from free to fee without disrupting or ending the client relationship.
We’ll walk you through FOUR different approaches for doing that (which have all been proven to work!), so you can shift your business model without worrying about losing the many clients you’ve spent your career acquiring.
MODULE 5
Modern Selling Techniques
One of the best things about the Mindshift approach is that it isn’t all or nothing. You DON’T have to give up product sales in order to shift to a fee-for-advice practice, and you’ll still be selling products to help your clients achieve the best financial outcomes.
This is where we show you how to position, creatively sell, and overcome objections to the products you suggest, so that the entire process of product sales becomes easier and more genuine.
MODULE 6
Mastering renewals
Here’s the deal: shifting your practice to a fee-for-advice model isn’t a one-and-done event. You also want your clients to continue to pay for your advice & guidance after their first year.
This module will walk you through our exact framework for getting 80-90% client renewal rates year on year. We’ll teach you how to approach the renewal conversation with confidence, conviction, and clarity, and present your clients with multiple options to continue working with you in a scalable, profitable way that also benefits them.
Interested in getting regular feedback, support, accountability, and networking opportunities with other advisors beyond the online program?
When you join the financial planning school, you’ll immediately get six months of access to our shifting to financial management oversight video course
12 x Twice-Monthly Group Coaching calls
valued at $5,997
We’ve all been there: attending one-time trainings or professional development conferences, writing down allllll the notes with the best of intentions… and then never actually implementing the material afterward.
These monthly coaching calls are designed SPECIFICALLY to ensure that doesn’t happen, by walking you through exactly how to master and put into practice everything we’ll be teaching you.
You’ll receive ongoing support in taking consistent small steps that will ultimately create transformative business results for you.
12 x Twice-Monthly Group Coaching calls
valued at $5,997
We’ve all been there: attending one-time trainings or professional development conferences, writing down allllll the notes with the best of intentions… and then never actually implementing the material afterward.
These monthly coaching calls are designed SPECIFICALLY to ensure that doesn’t happen, by walking you through exactly how to master and put into practice everything we’ll be teaching you.
You’ll receive ongoing support in taking consistent small steps that will ultimately create transformative business results for you.
6 x Monthly Case Prep Design Calls
valued at $5,997
Each month, you’ll have the opportunity to bring a case to the group and receive feedback in the moment from our founders and other top-tier advisors in the program, giving you solutions that will get you hired or rehired by current and potential clients.
You’ll walk away from each of these calls with a specific game plan for any case that you’ve brought to share.
You’ll also be able to soak up insights that will massively profit you and your business as you continue to grow and encounter different client scenarios and sales situations in the future.
Kolbe Assessment and Debrief
valued at $347
Kolbe is the only assessment measuring how different individuals instinctively tend to take action and get things done, and the test provides immediately actionable insights that can enhance personal productivity and peak performance.
Our Mindshift Debrief of the results will help you leverage your results to get clear on your unique abilities, where you may struggle in implementing certain elements, and how to adopt the fee-for-advice financial planning model in a way that plays to your individual strengths and talents.
This will help us ensure that you’re even better equipped to build the modern, future-proof financial planning business you dream about.
1 x 60 minute 1:1 Next Steps Coaching Call
valued at $1,497
At the end of your time in the program, you’ll be able to schedule a laser-focused individual call with a Mindshift Coach to discuss how to implement all the materials and insights gleaned from the program moving forward, so you can lock in future profit growth and more streamlined systems for your practice.
Our coaches have over twenty years of cumulative experience training thousands of advisors to shift their practices over to a financial planning model and are some of the best-respected coaches in the industry.
There’s rarely a problem we haven’t seen or a question we haven’t answered — and this is your opportunity to get exclusive access to our expertise as you embark on the next stage of your business journey.
Financial Planning School
Self-Study Course
Valued at $2,997
$1,797
Paid-In-Full
or $1,997 (6-month payment plan):
MOD 1
Mindset Mastery
MOD 2
Profitable First Meetings
MOD 3
Selling Success with Social Styles
MOD 4
Converting Existing Clients
MOD 5
Modern Selling Techniques
Positioning Insurance / Volatility Buffer
Positioning Investments
(without double-dipping guilt)
Overcoming Objections
Financial Planning School
Group Program
Valued at $25,835
Self-Study Course
+ 12 x Live Group Coaching Calls
+ 12 x Best Practices Calls
+ 6 x Case Design Calls
+ 1 (1:1) Coaching Call
+ Kolbe Assessment & Debrief
$5,999
Paid-In-Full
or $6,600 (6-month payment plan):
$1,100
billed monthly
12 x Twice-Monthly Live Group Coaching Calls
(valued at $5,997)
12 x Twice-Monthly Best Practice Calls
(valued at $11,997)
6 x Monthly Case Prep Design Calls
(valued at $5,997)
1 x 60 minute 1:1 Next Steps Coaching Call
(valued at $1,497)
Kolbe Assessment and Debrief
(valued at $347)
PLUS
Everything in the
Financial Planning School
Self-Study Package!
Financial Planning School
VIP Program
Valued at $44,329
Self-Study Course
+ 12 x Live Group Coaching Calls
+ 12 x Best Practices Calls
+ 6 x Case Design Calls
+ 1 (1:1) Coaching Call
+ Kolbe Assessment & Debrief
+ 6 (1:1) Coaching Calls
+ Hot Seat Coaching
$9,990
Paid-In-Full
or $11,328 (6-month payment plan):
$1,888
billed monthly
6 x 60 minute 1:1 Calls
(valued at $10,497
Access to 6- months of in-the-moment
coaching and 15-minute
hot seat calls as needed
($7,997)
PLUS
Everything in the
Financial Planning School Self-Study
and GROUP Packages!
Special Note About The Vip Upgrade Package:
This option is specifically designed for the advisors who want to see results FASTER, have a more customized approach, and go deeper than is possible in a group setting.
You’ll be paired with one of our Mindshift Coaches for regular calls to rapidly accelerate your progress and help you get wins and increased profits more quickly.
Plus, with access to 15-minute hot seats with our coaches as needed, you’ll effectively have your own personal sales coach in your back pocket as you prepare for high-pressure client meetings or reflect on how to improve your performance for next time.
Get ready to enjoy regular 1:1 attention, strategizing, and accountability, and for this to be a
game-changer for your sales performance and revenue!
*Limited spots available*
On average, our advisors come out of this program successfully charging $2500-$3000 per financial planning client (and typically sign on multiple new clients during their time in the program itself!) -- meaning that this is an investment you can easily recoup with just one or two sales, before the program is even done.
My first win happened within hours! After my very first class, 6-hours later to be exact, I closed my very first fee planning case with a client and thought WOW this works.
- Jacob Myers
If you’re ready to…
- Grow your business profits
- Make your revenue more consistent
- Increase your recurring revenue
- Make better business decisions
- Have more of a life (!)
This is the program for you.
Optional faq
On average, our advisors come out of this program successfully charging $2500-$3000 per financial planning client (and typically sign on multiple new clients during their time in the program itself!) — meaning this is an investment you can easily recoup with just one or two sales, before the program is even done.
On average, our advisors come out of this program successfully charging $2500-$3000 per financial planning client (and typically sign on multiple new clients during their time in the program itself!) — meaning this is an investment you can easily recoup with just one or two sales, before the program is even done.
On average, our advisors come out of this program successfully charging $2500-$3000 per financial planning client (and typically sign on multiple new clients during their time in the program itself!) — meaning this is an investment you can easily recoup with just one or two sales, before the program is even done.
Financial Planning School
Self-Study Course
Valued at $2,997
$1,797
Paid-In-Full
or $1,997 (6-month payment plan):
MOD 1
Mindset Mastery
MOD 2
Profitable First Meetings
MOD 3
Selling Success with Social Styles
MOD 4
Converting Existing Clients
MOD 5
Modern Selling Techniques
Positioning Insurance / Volatility Buffer
Positioning Investments
(without double-dipping guilt)
Overcoming Objections
Financial Planning School
Group Program
Valued at $25,835
Self-Study Course
+ 12 x Live Group Coaching Calls
+ 12 x Best Practices Calls
+ 6 x Case Design Calls
+ 1 (1:1) Coaching Call
+ Kolbe Assessment & Debrief
$5,999
Paid-In-Full
or $6,600 (6-month payment plan):
$1,100
billed monthly
12 x Twice-Monthly Live Group Coaching Calls
(valued at $5,997)
12 x Twice-Monthly Best Practice Calls
(valued at $11,997)
6 x Monthly Case Prep Design Calls
(valued at $5,997)
1 x 60 minute 1:1 Next Steps Coaching Call
(valued at $1,497)
Kolbe Assessment and Debrief
(valued at $347)
PLUS
Everything in the
Financial Planning School
Self-Study Package!
Financial Planning School
VIP Program
Valued at $44,329
Self-Study Course
+ 12 x Live Group Coaching Calls
+ 12 x Best Practices Calls
+ 6 x Case Design Calls
+ 1 (1:1) Coaching Call
+ Kolbe Assessment & Debrief
+ 6 (1:1) Coaching Calls
+ Hot Seat Coaching
$9,990
Paid-In-Full
or $11,328 (6-month payment plan):
$1,888
billed monthly