At Mindshift, when we engage with an advisor, they inevitably focus on their quantitative value.
Focusing on the quantitative, while important, allows little room for differentiation. Let's face it, we all
have access to the same planning tools, the same ideas and the same products.

At the end of the day, the difference YOU make in your client’s lives will not be the result of choosing the best mutual fund, ETF, or insurance product. However, your client’s will be tremendously better off when your advice to save more, spend more, stop working, or some other critical behavioral change is
embraced.

At Mindshift Financial coaching, we provide the method to marry the academics of financial planning
(quantitative) with behavioral finance (qualitative).