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Build Your Dream Team

One on One Coaching

This program is fully supported by individual coaching calls and working sessions with you and your team for each of the 16 Best Practices.  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 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 that you implement successfully.  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.  We will also provide you with additional resources as required based on our work together.

You will also receive a deluxe Mindset Consulting organizer to help keep everything on track for you and your team. 

How Do I Participate?

This program is designed for Advisors looking for a comprehensive, highly personalized coaching program.  The customized structure creates a unique partnership between the Advisor and the Mindset Business Advisor that allows us to meaningfully assist in the implementation of well-defined best practices to effectively lead, manage and motivate their team. 

Who is this Program Designed For?

Canadian participants who successfully complete The Dream Team Program qualifies for:

  • 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)

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

CE Credit Eligibility

CE Credit Eligibility

The package contains our Mindset Action Plan (MAP) to keep your organized, motivated and on track!

Mindset On Demand Curriculum

You will also have 24-7 online-access to our exceptional best practices program.

Bi-Weekly 1-on-1 Concierge Sessions

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

Bi-Weekly Action Plans - Your MAP

After Each Session you will receive a detailed Map outlining action items, next steps, resources, and how to prepare for the next session. This is our roadmap throughout the entire program.

Direct Access To Your Business Coach

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

Build Your Dream Team CE Credit Certificate

Canadian recipients will also receive a CE Credit Certification upon successful completion of the program.

Community &

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

What's Included...

What Does One-on-One Cost?

$8,500 which includes perpetual access to the online dashboard

Program Duration

4-8 months (depends on your capacity and desired pacing)

What Will I Learn?

This program curriculum is as follows:

  1. Your Advisory Blueprint - Map Out Your Team Structure

  2. Clearly Define Roles - Develop Job Descriptions for Each Team Member

  3. New Hires & Team Expansion - Be Strategic with New Hires and Expansion

  4. New Hire Onboarding - An Organized, Professional Approach

  5. New Hire Integration - Set Your New Team Member up for Success

  6. Client Transition Process - An Effective Approach to Transition Clients to a New Advisory Team

  7. Client Realignment Process - A Client-Friendly Experience to Being Introduced to a New FA

  8. Capture Your Intellectual Property - Document Your Recipe For Success (Procedures Manual) 

  9. Communication Protocol - Have a Plan for Efficiency & Organization

  10. Full CRM Integration – Fully Harness the Engine of Your Practice

  11. Annual Strategic Planning Session – Align the Entire Team with Your Vision

  12. Quarterly Strategic Meeting – A 90-Day Check Point to Keep Everyone on Track

  13. The Weekly Team Meeting - A Continuous, Predictable Approach to Solid Team Communication

  14. Promote Professional Growth – Attract, Grow & Keep Terrific Team Members

  15. Align Compensation – Reward & Acknowledge in a Variety of Ways

  16. Exceptional Leadership Model - Take Great Care of Your Biggest Asset - Your Tea

This is the first step of several in our well-defined FIT Process to ensure it makes sense to embark on this partnership together. 

Get Started

On Demand: Our Programs can also be studied Independently at your own pace. Click on “Check out On Demand Learning"


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.

One-on-One Coaching Inquiries Registration

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