The Mindset Method ™
Practice management for elite advisory teams
CE Credit Eligibility
USA:
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.
This program is designed for Advisors who want to learn how to systematize & grow their Advisory Practice while maximizing the value of their life’s work.
This program is designed specifically to:
-
Organize & Grow Your Practice
-
Adopt a Proactive Business Model
-
Create an Exceptional Client Experience
-
Embrace a Memorable Onboarding Process
-
Elevate & Differentiate Your Brand
-
Effectively Integrate Technology
-
Coordinate Your Team
-
Live Your Best Personal & Professional Life
This program doesn't just help you do things differently, it helps you think differently. This creates an environment of long-term success.
This program is designed for the entire team to participate in.
Who is The Mindset Method For?
Get Started with
The Mindset Method
What Will I Learn About?
What's Included...
On Demand | Group Coaching | One-on-One | |
|---|---|---|---|
Mindset Online Dashboard | ✔ | ✔ | ✔ |
CE Credit Eligibility | ✔ | ✔ | ✔ |
Community & Affiliates Access | ✔ | ✔ | ✔ |
Mindset Matters Newsletter | ✔ | ✔ | ✔ |
Access to Client Support | ✔ | ✔ | ✔ |
Welcome Package | ✔ | ✔ | ✔ |
Live Coaching Sessions | ✔ | ✔ | |
Mindset Action Plans (MAP) | ✔ | ||
Concierge Consulting | ✔ | ||
Direct Access to
Your Coach | ✔ | ||
Special Extras | ✔ | ||
The Lifeboat | ✔ |