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The Alumni Coaching Program

This program is fully supported by individual coaching calls and working sessions with you and your team for each topic of your choice.   You will always receive a Mindset Action Plan (MAP) after each session which details exactly what we are working on, who's doing what, and how to prepare for the next session. You will of course have access to your Mindset Business Advisor outside of the scheduled calls when needed.

You will also be provided online access to our 22 Best Practice Learning Modules.  Each of the modules contain videos, print-ready Guidebooks, tools, worksheets, scripts, agendas, letter templates and many other resources to help you implement successfully.  This access is in perpetuity and available to all of your team members.  We will provide you with additional resources as required based on our work together.

How Do I Participate?

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.

Who is this Program Designed For?

Ongoing Coaching 

These sessions will focus on helping you get specific results and implementation in pre-identified areas of importance to you.

Mindset Action Plans - Your MAP

After each session you will receive a detailed MAP outlining action items, next steps, and how to prepare for the next session.

Direct Access To Your Coach

You will have direct access to your personal Business Coach during normal business hours via email or phone.

Community & Affiliates

Updates from our Mindset community via LinkedIn, Email & Newsletters. Our Affiliates will share their knowledge and expertise.

24/7 On-line

Access to our exceptional best practices program, which includes a variety of videos, resources, and online instructions. 

What's Included...

What Does One-on-One Cost?

$295 Per Session

Program Duration

This periodic support can be provided anywhere from 1 to 6 times over the course of the year depending on your coach’s availability.

What Will I Learn?

There are many areas additional support can be provided, here are just some of them:


  • Enhanced Accountability & Problem Solving

  • Ongoing Fine Tuning or Help with Rebranding

  • Assistance with Implementation Issues and Your Real Life Case Studies

  • Further Enhancing the Client Experience or Client Onboarding

  • Revisiting areas that Require Further Attention and/or Implementation

  • Team Growth & Revised Organization and Structure

  • Recruit, Interview, Hire & and Orient New Team Members

  • Preparing to Move Firms or Succession Planning

  • Strategic Alliances (working effectively with Your Professional Network)

  • New Concepts not Covered During Initial Implementation

  • Other Special Situations

Get Started

If you an Existing Client and would like to inquire about further coaching, please fill out the form below and we will be in touch to tell you more

If you have any questions, feel free to reach out to us by email and we will be happy to help.

Alumni Coaching Inquiries Registration

If you were recommended to a specific Mindset Coach, who was it?
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