Mindset Consulting

We provide exceptional business consulting, coaching and practice management for a select group of financial institutions and elite advisory teams across North America.

A best kept secret.

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TRUST | is Everything

Our Approach

Advisors significantly impact the lives of others and create legacies for generations to come.

We are committed to helping you achieve advisory practice excellence today and beyond.

We believe in what you do.

Our Core Coaching Programs

The Mindset Method

This comprehensive best practices program is specifically crafted for the entire team, aiming to streamline, systematize, and foster growth within the practice. The program centers around our proven 4 Pillar Practice Optimization Process. .....................................................................................

On Demand

One on One Coaching

Build Your Dream Team

This comprehensive best practices program is meticulously tailored for Advisors, Partners, and Business Managers, equipping them with the tools to effectively manage, lead, inspire, and foster the growth of their teams. The program is structured around our proven 4 Pillar Leadership Process.

On Demand

One on One Coaching

Concierge Coaching

This program provides continuous, elite-level coaching and includes Planning & Support for Your Annual Strategic Planning Meeting, Annual Practice Management Assessment, Quarterly Strategic Team Meetings, Annual Team Assessments, Monthly Group & Individual Coaching, and more.

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Alumni Coaching

The program is specifically crafted to support advisory teams by offering tailored assistance to meet their diverse needs, ensuring ongoing progress. Its comprehensive coverage extends to effective management in areas such as new initiatives, personnel, and transitions. This holistic approach aims to provide a robust support system for advisory teams throughout their endeavors.

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Our Ongoing Coaching Support

Our Corporate Solutions

Corporate Coaching

We team up with financial institutions to enhance their in-house practice management services, with the goal of improving service quality and supporting their business objectives effectively. Our partnership fosters mutual success in the dynamic landscape of financial services.

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