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The Mindset Method

  • 44Steps
  • 141Participants
Get a certificate by completing the program.


This best practices program is designed for the entire team to organize, systematize & grow the practice through our 4 Pillar Practice Optimization Process. • Pillar 1 Client Analysis • Pillar 2 Client Experience • Pillar 3 Client Onboarding • PIllar 4 Client Rebranding You will be provided online access to our 22 Best Practice Learning Modules in the Mindset Method which is 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 Canadian participants who successfully complete The Mindset Method Program qualifies for: • 22 FP Canada-Approved CE Credits • 22 MFDA CE Credits • 24 IIROC-Approved CE Credits Stay tuned for updates on CE Credit eligibility for US Program Participants. WHAT TO EXPECT This program includes a Welcome Package, perpetual access to our online dashboard (which contains videos, resources, tools, action steps, recommended reading & detailed guidebooks), Regular Follow Up and a Certificate of Completion from Mindset Consulting. SHIPPING INFO You will recieve the Welcome & Getting Started Information for the Mindset On Demand Program by email in about an hour. Your Mindset On Demand Welcome Package will be shipped out and you can expect to receive it in 2 to 3 weeks.

You can also join this program via the mobile app.





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