Concierge Consulting
Initiation & Calibration
Our Concierge Consulting - Initiation & Calibration Program helps financial professionals strengthen their practice, develop high-performing teams, and enhance their brand and operational efficiency through proven best practices and implementation support. Rather than traditional coaching, we act as an extension of your team— Providing strategic guidance, accountability and hands-on support to help turn ideas into measurable results. The outcome is a more organized, scalable and client-centric business positioned for long-term success.
Our Concierge Coaching Program is a highly personalized, year-long engagement designed around what matters most to your team. Together, we focus on strengthening every aspect of your practice—from practice management, leadership development, team structure and alignment, CRM integration, branding, and navigating business transitions. Rather than following a one-size-fits-all approach, we prioritize the areas that will have the greatest impact on your firm's growth, efficiency, client experience, and long-term success.
A structured approach to maximizing your CRM with our resident CRM expert who has an operational background and years of CRM experience.
Best Practices to Organize, Elevate, & Grow Your Advisory Practice.
Leadership Best Practices to Organize, Lead, & Inspire Your Team.
A review of core aspects of your Branding with the provision of recommendations and insights for the following: Website, Introduction Package, Email, Social Media, and Team SWAG.
The Mindset Method
Build Your Dream Team
CRM Integration
Branding
Program Fee For Concierge Service
The fee for service is $20,000, which can be paid monthly, quarterly, or all at once based on preference.
The Concierge Consulting & Coaching Solution is available to limited number of emerging, growing, & 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.
Get Started
If you would like to learn more please feel free to contact Jennifer Broad, at Jennifer@mindsetconsulting.ca
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.