The Mindset Method

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 - Be Strategic About the Future of Your Business • Pillar 2 Client Experience - Deliver Exceptional Service and Grow Your Business • Pillar 3 Client Onboarding - Attract and Onboard Your Ideal Clients • Pillar 4 Client Rebranding - Rejuvenate Your Top Client Relationships 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 Canada: • 22 FP Canada-Approved CE Credits (17 Financial Planning and 5 Practice Management) • 22 MFDA CE Credits (22 Professional Development) • 24 IIROC-Approved CE Credits (20 Professional Development and 4 Compliance) USA: • 6 NASAA IAR CE Credits (Products & Practices) • 6 NASAA IAR CE Credits (Ethics & Professional Responsibility) 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 (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 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.