Jackie, Ben & Steve are the founders of Mindshift Financial Coaching, a company built to help financial advisors break the vicious cycle of anxiety and make more money in the process. Collectively they have 50+ years in the financial services space and grew tired of the old ways of the industry: hustling for more and better clients, working for hope, and doing it all alone.
Ben & Steve are the founders of Holistic Financial Planners LLC.Eight years ago, they shifted their business to focus on advice and guidance, charging their clients on an annual basis. Since they have made this shift, they have collected over $1,250,000 in planning fees and delivered nearly 500 financial plans, increasing their investment and insurance implementation, freeing up time, deepening client relationships, increasing client retention, and virtually eliminating the need to market.
Jackie rounds out the team as one of the most recognized coaches for teaming in the industry. She has coached 1000s of teams of all shapes and sizes and is an authority on the unique areas advisors face. Her coaching has helped advisors achieve breakthrough growth while achieving freedom from the areas of the business that bog them down.Jackie holds a master’s degree in Organizational Dynamics and Executive Coaching from the University of Pennsylvania.