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The Mindset Method
Group Coaching

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This program is designed for Advisors looking for a structured, inspiring and cost-effective coaching option.  

Who is The Mindset Method
Group Coaching Program Designed For?

How Do I Participate?

This program is fully supported by 12 Group Coaching Calls carefully guiding you through each of the 22 Best Practices.  

This program starts January 2025:

 

  • USA Group Coaching Schedule

 

You will receive a detailed follow up email after each session which details exactly what we are working on and how to prepare for the next session. 

 

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 you implement successfully.  

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

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

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.

Mindset Matters Newsletter