The Mindset Method
One-on-One Coaching

Who is The Mindset Method
One-on-One For?

This program is designed for Advisors looking for a comprehensive, highly personalized coaching program. The customized structure creates a unique partnership between the Advisory Team and the Mindset Business Advisor that allows us to meaningfully systematize and grow your business while maximizing the value of your life's work.

This program doesn't just help you do things differently, it helps you think differently. This creates an environment of long-term success.

How Do I Participate?

This program is fully supported by individual coaching calls and working sessions with you and your team for each of the 22 Best Practices.

You will always receive a Mindset Action Plan (MAP) after each session which details exactly what we are working on, who's doing what, and how to prepare for the next session.
You will of course have access to your Mindset Business Advisor outside of the scheduled calls when needed.

You will also be provided online access to our 22 Best Practice Learning Modules. Each of the modules contain videos, print-ready Guidebooks, tools, worksheets, scripts, agendas, letter templates and many other resources to ensure that you implement successfully.

You will also receive a deluxe Mindset Consulting organizer to help keep everything on track for you and your team.

CE Credit Eligibility

Canada:

22 FP Canada-Approved CE Credits (17 Financial Planning and 5 Practice Management)
22 MFDA CE Credits (22 Professional Development)
24 IIROC-Approved CE Credits (20 Professional Development and 4 Compliance)

USA:

6 NASAA IAR CE Credits (Products & Practices) - Part 1
6 NASAA IAR CE Credits (Ethics & Professional Responsibility) - Part 2

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.

You will have 24/7 online access to our exceptional best practices program in perpetuity.

Mindset Online Dashboard

Participants will also receive a CE Credit Certificate upon successful completion of the program.

CE Credit Eligibility

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.

Mindset Matters Newsletter

You will have access to Mindset Support during business hour via phone and email.

Access to Client Support

You will receive a welcome package in the mail to help you get started.

Welcome
Package

These bi-weekly sessions will help you get specific results and implement in areas of importance to you.

Live Coaching Sessions

After each session you will receive a detailed Map outlining action items, resources, and how to prepare for the next one.

Mindset Action Plans

Access advanced consulting and support services that assist you with a variety of transitions related to team expansion, succession planning, moving firms, and more.

Concierge Consulting

You will have direct access to your personal Business Coach during normal business hours.

Direct Access to

Your Coach

It's a secret.

Special Extras

Teams are welcome to send along proprietary information related to their practice management which is carefully stored and saved in the event this information is lost, deleted, and/or needs to be portable.

The Lifeboat

What's Included...