Concierge Consulting & Coaching
This program is exclusively available to Advisors and Advisory Teams who have worked with a Mindset Consulting Advisor previously in either The Mindset Method or Build Your Dream Team program.
The Concierge Consulting & Coaching Solution is available to limited number of elite wealth advisory teams. Due to the in-depth nature of the work and the significant commitment of time required to deliver these exceptional services to the team, each Consultant will have a small number of clients within this program.
How Do I Participate?
Our Concierge Consulting & Coaching focuses on fully supporting and providing solutions related to ongoing Practice Management, Business Development, Operations, Leadership, Project Management, Individual Team Support & Team Culture. It also includes ongoing review and enhancement of the Core Business Operations:
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Client Classification & Analysis
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Client Experience
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Review Meetings & Financial Planning Integration
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Client Onboarding & the Introduction Process
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Branding & Messaging
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Team Management
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Working with Strategic Partners
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Other Business Development Initiatives
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Core Operations & CRM Integration
In addition, a priority focus would be placed on areas and initiatives identified in the Annual Strategic Planning Session along with any planned or unplanned changes and transitions.
Who is this Program Designed For?
What's Included...
Annual Strategic
Planning
Your mindset consultant will help plan and prepare for your annual strategic planning session.
Annual Practice
Assessment
An annual detailed, comprehensive assessment of all core areas of the business. This is the basis for all areas of coaching and consulting.
Annual Team
Assessment
An annual survey will be conducted with each team member to collect valuable information regarding the team and its operations.
Quarterly Strategic
Meeting
Delivered as a virtual team meeting every quarter, with the purpose to assess progress on goals and initiatives identified in other sessions.
One to One Coaching Sessions
Ongoing individual & management sessions will be held, as required, based on what your are focused on achieving.
Team Coaching Sessions
Ongoing team sessions will be held, as required, based on what the team is focused on achieving.
Access to a
Mindset Coach
Team members are welcome to reach out any time. When necessary, specific training sessions and follow-ups will be issued.
Project Management
Structured Project Management for specific initiatives related to business changes, enhancements, or transitions to keep everyone on time and on track.
Mindset Online
Resources
Everyone on your team will have perpetual access to the best practices on the Mindset Consulting Dashboard.
Mindset Matters Communication
The Coach's Corner is a quarterly communication piece designed specifically to reinforce, motivate & inspire your team!
Lifeboat
Provision
Teams are welcome to send information related to their practice management which is carefully stored and saved.
What Does One-on-One Cost?
Starting at $15,000
Program Duration
This is a comprehensive program with a bi-weekly commitment.
