12-Month Coaching Program

Our Twelve-Month Coaching Program

1:1 Discovery Meeting
Month 1

  • Practice assessment
  • Define desired outcomes
  • Strategize cases / opportunities
  • Review processes / systems

Group Coaching Sessions
Months 2-11

  • Setting vision & goals
  • Shifting beliefs
  • Shifting language
  • Shifting client expectations
  • Shifting conversations with existing clients
  • Shifting processes & systems
  • Shifting to renewals

1:1 Future Planning Session
Month 12

  • Create a plan for the upcoming year
  • Develop a renewal mindset: How to ask for renewals
  • Review Mindshift Financial Coaching’s next program

Includes a weekly micro hot spot coaching slot.