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These best practices are designed for the entire team to organize, systematize & grow the practice through our 4 Pillar Practice Optimization Process. THE MINDSET METHOD USA PART 1 • Pillar 1 Client Analysis - Be Strategic About the Future of Your Business • Pillar 2 Client Experience - Deliver Exceptional Service & Grow Your Business You will be provided online access to 9 Best Practice Learning Modules in the Mindset Method which is the first part of our foundations program. Each of these modules includes videos, print-ready Guidebooks, tools, worksheets, scripts, agendas, letter templates and many other resources to help 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. CE CREDIT ELIGIBILITY USA participants who successfully complete The Mindset Method Program Part 1 qualify for 6 NASAA IAR CE Credits (Products & Practices). NASAA does not endorse any particular provider of CE courses. The content of the course and any views expressed are our own and do not necessarily reflect the views of NASAA or any of its member jurisdictions. WHAT TO EXPECT This program includes a Welcome Package, perpetual access to our online dashboard, Regular Follow Up, and a Certificate of Completion from Mindset Consulting. SHIPPING INFO You will receive the Welcome & Getting Started Information for the Mindset On Demand Program by email in about an hour and the Welcome Package in 2 to 3 weeks.
You can also join this program via the mobile app. Go to the app