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Build Your Dream Team
One on One Coaching

Who is Build Your Dream Team
One-on-One Designed For?

This program doesn't just help you do things differently, it helps you think differently.  This creates an environment of long-term success.

How Do I Participate?

This program is fully supported by individual coaching calls and working sessions with you and anyone else on your leadership 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.  

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

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

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

CE Credit Eligibility

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

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

Access to Client Support

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

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

Mindset Action Plans

Access advanced consulting and support services that assist you with a variety of transitions related to team expansion, succession planning, moving firms, and more.

Concierge Consulting

You will have direct access to your personal Business Coach during normal business hours.

Direct Access to

Your Coach

It's a secret.

Special Extras

Teams are welcome to send along proprietary information related to their practice management which is carefully stored and saved in the event this information is lost, deleted, and/or needs to be portable.

The Lifeboat

What's Included...

Build Your Dream Team
One-on-One Coaching Inquiries

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

Build Your Dream Team
One-on-One Coaching Registration Fee

The One-on-One Coaching Program is $8,500 and enables all team members to participate.

 

It also includes perpetual access to the online dashboard.  This means you can revisit the materials down the road for refreshers, training new people, or checking out any program enhancements.  

Program Duration

This program takes approximately 6 months to complete.

Get Started

Complete the form below with your inquiry or to initiate a Meet & Greet.

One on One Coaching with Mindset Consulting
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