Build Your Dream Team
Group Coaching

This program is designed for Advisors looking for a structured, inspiring and cost-effective coaching option.

Who is The Build Your Dream Team Group Coaching Program Designed For?

How Do I Participate?

This program is fully supported by 8 Group Coaching Calls carefully guiding you through each of the 16 Best Practices.

You will receive a detailed follow up email after each session which details exactly what we are working on and how to prepare for the next session.

You will also be provided online access to our 16 Best Practice Learning Modules. Each of the modules contain videos, print-ready Guidebooks, tools, worksheets, scripts, agendas, letter templates and many other resources to ensure you implement successfully.

CE Credit Eligibility

Canada:

10 FP Canada - Approved CE Credits (5 Financial Planning & 5 Practice Management)
16 MFDA - Approved CE Credits (11 Professional Development & 5 Business Conduct)
16 IIROC - Approved CE Credits (16 Professional Development)

USA:

Stay tuned for updates on CE eligibility for US Program Participants!

You will have 24/7 online access to our exceptional best practices program in perpetuity.

Dream Team Online Dashboard

You will receive a welcome package in the mail to help you get started.

Welcome
Package

These bi-weekly sessions will help you get specific results and implement in areas of importance to you.

Live Coaching Sessions

Participants will also receive a CE Credit Certificate upon successful completion of the program.

CE Credit Eligibility

You will have access to Mindset Support during business hour via phone and email.

Access to Client Support

Stay connected with our Mindset Community via LinkedIn and email.

Community &

Affiliates Access

Stay up to date with the latest best practices updates with the Mindset Matters Newsletter.

Mindset Matters Newsletter

What's Included...