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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:

  • Client Classification & Analysis

  • Client Experience

  • Review Meetings & Financial Planning Integration

  • Client Onboarding & the Introduction Process

  • Branding & Messaging

  • Team Management 

  • Working with Strategic Partners

  • Other Business Development Initiatives

  • 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

Your mindset consultant will help plan and prepare for your annual strategic planning session.

Annual Practice

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

An annual survey will be conducted with each team member to collect valuable information regarding the team and its operations.

Quarterly Strategic

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


Coach's Corner

The Coach's Corner is a quarterly communication piece designed specifically to reinforce, motivate & inspire your team!

Mindset Online

Everyone on your team will have perpetual access to the best practices on the Mindset Consulting Dashboard.


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

1 Year (renewable annually if desired)

Get Started

If you are an Existing Client and would like to inquire about further coaching, please fill out the form below and we will be in touch to tell you more. ​

If you have any questions, feel free to reach out to us by email and we will be happy to help.

Concierge Coaching Inquiries Registration

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