We frequently hear from elite Advisors – “It's lonely at the top."

At Mindset Consulting, Sherri Palle and Terry Gronbeck-Jones understand the multitude of challenges Financial Advisors face on a daily basis, especially as the advisory teams begin to expand and evolve because of their continued growth and success.  This brings with it a new set of challenges related to team management – attracting, inspiring, leading, and keeping great team members.  Sherri and Terry have the wisdom and experience to know a strong foundation in core aspects of practice management sets Advisory teams up for success in all aspects of their business. That’s why they are dedicated to providing high-quality Coaching & Consulting for the Advisory Teams they work in partnership with. They believe that by empowering Advisors with the customized knowledge and tools they need to make strategic decisions, they can unlock their full potential.