Concierge Consulting
Ongoing Excellence
After the initial year of calibration, our Concierge Consulting Ongoing Excellence Program is designed to build on the momentum established during your first year, providing ongoing strategic guidance as your practice continues to evolve.
Together, we refine and strengthen the systems, processes, and best practices already in place while addressing new opportunities, emerging challenges, and changing priorities. As your business grows, your team changes, and your clients' needs evolve, we help ensure your practice remains aligned, efficient, and positioned for continued success.
Through regular coaching, accountability, and strategic planning, we support a culture of continuous improvement so your team can confidently adapt, innovate, and maximize the long-term value of the business you've worked so hard to build.
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.
Periodic Coaching Support Options
For teams seeking ongoing guidance with greater flexibility, we also offer Monthly and Quarterly Accountability Coaching. These focused check-in sessions provide continued support, strategic insight, and accountability to help keep priorities on track and momentum strong. Whether reinforcing key initiatives, addressing new challenges, celebrating progress, or providing objective feedback, these regular touchpoints ensure your team remains focused on consistent execution and continuous improvement while adapting to the evolving needs of your business.
Get Started
If you would like to learn more please feel free to contact your current Mindset Consulting Business Advisor.
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.