You will be provided online access to our 16 Best Practice Learning Modules in the Build Your Dream Team program.
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Each of these modules includes videos, print-ready Guidebooks, tools, worksheets, scripts, agendas, letter templates and many other resources to help you implement successfully.
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This access is in perpetuity (forever), which means you can revisit the materials down the road for refreshers, training new people, or checking out any program enhancements.
How Do I Participate?
This program is for Advisors who are self-learners and great implementers! This is a cost-effective option if you don't feel you require the group or individual coaching components. You choose where and when you want to focus -- and you work at your own pace.
Who is this Program Designed For?
Canadian participants who successfully complete The Dream Team Program qualifies for:
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10 FP Canada - Approved CE Credits (5 Financial Planning & 5 Practice Management)
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16 MFDA - Approved CE Credits (11 Professional Development & 5 Business Conduct)
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16 IIROC - Approved CE Credits (16 Professional Development)
Stay tuned for updates on CE eligibility for US Program Participants!
CE Credit Eligibility
The package contains a variety of items to inspire and motivate you to want us to get this show on the road!
Welcome
Package
You will also have 24/7 on-line access to our exceptional best practices program.
Mindset On Demand Curriculum
Canadian Participants will also receive a CE Credit Certificate upon successful completion of the program.
The Build Your Dream
Team CE Certificate
Updates from our Mindset community via LinkedIn, Email & Newsletters. Our Affiliates will share their knowledge and expertise.
Community & Affiliates
What's Included...
What Does On-Demand Cost?
The online, on demand coaching solution is available for $550 and includes perpetual access to the Mindset Consulting Dashboard.
Program Duration
Work at your own pace!
What's Next?
Once you have registered and payment has been submitted, you will have instant access to your On Demand course. You will also receive a Welcome email with more Program information included.
Get Started
On Demand: Our Programs can also be studied Independently at your own pace. Click on “Start On Demand Now”
One-to-One Coaching: If you would like the One-to-One experience 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.