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Mindset Method One on One Coaching

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

Who is the One-on-One Program Designed For?

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.  This access is in perpetuity (forever), which means you can revisit the materials down the road for refreshers, training new people, or checking out any program enhancements.  We will also provide you with additional resources as required based on our work together.

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

One-on-One CE Credit Eligibility


CE Credit Eligibility

Canadian participants who successfully complete The Mindset Method Program qualifies for:

  • 22 FP Canada - Approved CE Credits (17 Financial Planning & 5 Practice Management)

  • 22 MFDA - Approved CE Credits (22 Professional Development)

  • 24 IIROC - Approved CE Credits (20 Professional Development & 4 Compliance)

Stay tuned for updates on CE Credit eligibility for US Program Participants!

The package contains our Mindset Action Plan (MAP) to keep your organized, motivated and on track!


You will also have 24/7 on-line access to our exceptional best practices program.

Mindset On Demand Curriculum

These session will focus on helping you get specific results and implementation in pre-identified areas that of importance to you.

Bi-Weekly 1-1 Concierge Sessions

After Each Session you will receive a detailed Map outlining action items, next steps, resources, and how to prepare for the next one. This is our roadmap throughout the entire program.d and on track!

Bi-Weekly Mindset Action Plans

You will have direct access to your personal Business Coach during normal business hours via email or phone.

Direct Access to

Your Coach

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

The Mindset Method

CE Credit Certificate

Updates from our Mindset community via LinkedIn & Email. Our Affiliates will share their knowledge and expertise.

Community &


What's Included...

What Does One-on-One Cost?

$15,000 which includes perpetual access to the online dashboard

Program Duration

2-18 months (depends on your capacity and desired pacing)

What Will I Learn About?

This program curriculum is as follows:

  1. Welcome - Introduction to Our Philosophy & Approach

  2. Your Vision - Define What's Important to You

  3. Client Classification - Create a Framework to Meaningfully Organize Your Clients

  4. Rightsizing - Analyze and Make Strategic Decisions

  5. Client Profiling - Deliver Highly Personalized Service

  6. Client Service Model - Create an Exceptional Client Experience

  7. Host Awesome Client Events - Have a tradition of great events for your high value clients

  8. Client Communication - Master Your Branding 

  9. Referrals - Position Referrals as a Service for Top Clients

  10. New Client Onboarding – An Integral Part of Your Exclusive Branding

  11. Pre-Appointment – Differentiate your Brand with a Great First Impression Before They Even Meet You

  12. The 1st Appointment – Understand the Psychology that Motivates Prospective Clients into Wanting to Work With You

  13. The 2nd Appointment – Continue to Build Trust and be the Financial Forensics Expert

  14. The 3rd Appointment – Give them Financial Peace of Mind and an Exceptional Deliverable

  15. New Client Welcome – Just When They Think it Can’t Get Any Better

  16. Existing Client Process - Bring Your Best to Your Top Clients

  17. 1st Rebranding Appointment - Hit the Refresh on Your Relationship

  18. 2nd Rebranding Appointment - Wow them with the PFO

  19. Review Meetings - Maximize Your Value

  20. The PFO Legacy - Utilize the Personal Financial Organizer

  21. Your Strategic Partners - Collaborate to Provide Exceptional Wealth Management 

  22. The Road to Success - How to Keep it All on Track

Get Started

On Demand: Our Programs can also be studied Independently at your own pace. Click on “Check out On Demand Learning.


One-to-One Coaching: If you would like the One-to-One experience fill out the form below and we will be in touch to tell you more

If you have any questions, feel free to reach out to us by email and we will be happy to help.

One-on-One Coaching Inquiries Registration

If you were recommended to a specific Mindset Coach, who was it?
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