An Exclusive Forum for
Women in Wealth
Find Your True North
Set Your GPS
Inspire Your Team
Start Your Journey
CE Credit Eligibility
Canada:
Stay tuned for more information.
USA:
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6 NASAA IAR CE Credits (Products & Practices)
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.
For jurisdictions who have informed NASAA they have an IAR CE requirement click here.
Mindset Mastery is designed specifically for an exceptional and exclusive group of successful women in wealth to rejuvenate themself, their team, and their clients through intentional connection with other wise, supportive, experienced, and inspiring women.
This program is designed to define your vision, coordinate your team, integrate technology, elevate your brand, and rejuvenate all aspects of your advisory practice. It will also keep you on the path of systematizing & growing your advisory practice in a meaningful and manageable way, while maximizing the value of your life’s work.
To learn more about this program including content, facilitators & schedule click here.
Who is Mindset Mastery For?
Sherri Palle and Marci Fried are passionate about your success. They will provide concepts, elite coaching themes & ideas as well as, steer conversations, maximize engagement, connect insights, and ensure meaningful, productive interactions in every session. The result is a dynamic community approach which goes way beyond traditional development. This program will empower participants to align with their goals & purpose, delegate to others, elevate their approach and reach new heights.
Your Forum Facilitators: Experts in Collaboration
What Will I Learn About?
The MINDSET MASTERY curriculum is as follows:
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Living Your Best Life - Define What's Important to You
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Achieve Balance with Boundaries - Adopt a Mindful & Purposeful Approach For Using Your Time
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Create Your Dream Practice - Create a Framework to Meaningfully Organize Your Clients
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What's Your Critical Number - Analyze and Make Strategic Decisions
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Your Advisory Blueprint - Map Out Your Optimal Team Structure
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The Rhythm of Your Business - Align the Entire Team with Your Vision
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Elevate Your Client Experience - Create an Exceptional Client Experience
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Next Level Branding - Master Your Branding
The Mindset Mastery
Program Fee
The Mindset Mastery Program Fee is $7,500
This includes participation of up to 3 leadership individuals on the advisory team including:
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Senior or Partner Advisors
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CEO's
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COO's or Business Managers
Program Duration
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January 2025 - June 2025
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6 Months
Get Started
Complete the form below with your inquiry or to register.
You will have 24/7 online access to our exceptional best practices program in perpetuity.
Mastery Online Dashboard
You will receive a welcome package in the mail to help you get started.
Welcome
Package
These sessions will help you focus on key areas of your business through our learning, sharing, & connecting forum.
Live Community Learning & Forums
Detailed discussions with your designated peer group to elevate your business and excel with practical implementation.
Mastermind
Mini-Groups
Participants will also receive a CE Credit Certificate upon successful completion of the program.
CE Credit Eligibility
You will have access to Mindset Support during business hour via phone and email.
Access to Client Support
Stay connected with our Mindset Community via LinkedIn and email.
Community &
Affiliates Access
Stay up to date with the latest best practices updates with the Mindset Matters Newsletter.