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We help Financial Professionals live their DREAM.
 
We provide exceptional business consulting and practice management coaching & training
for a select group of financial institutions & elite advisory teams across North America.
 
A best kept secret. 




 

We believe
in what you do.

Advisors significantly impact the lives of others and create legacies for generations to come. 

 

We are committed to helping you achieve advisory practice excellence today and beyond.

Our Core Coaching & Consulting Programs

The Mindset Method








This best practices program is designed for the entire team to organize, systematize & grow the practice through our 4 Pillar Practice Optimization Process.

Build Your Dream Team








This best practices program is designed for Advisors, Partners & Business Managers to manage, lead, inspire and grow their team through our 4 Pillar Leadership Process.

Our Ongoing Consulting Options

Our ongoing coaching programs are designed exclusively to support Advisors & Wealth Advisory Teams who've completed one or both of our core coaching programs - The Mindset Method OR Build Your Dream Team. 

Alumni Program








This program is designed to provide advisory teams with a variety of additional support, as needed, to keep them on track. This program also covers managing new initiatives, people & transitions.

Concierge Consulting








This program provides continuous, elite-level coaching and including a full-day Annual Strategic Planning & Team Building Session, Annual Practice Management Assessment, Quarterly Strategic Team Meetings, Annual Team Assessments, Monthly Group & Individual Coaching, and more.

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The Mindset Method Program

is now eligible for Continuing Education (CE) credits in Canada

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Click HERE to Register for Mindset on Demand 

OR Click on the "SHOP" Tab on the Top Tool Bar

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“Study the aspects of man that never change.”

– Bill Bernbach

 

 

Our Business Consultants are the best in the business -- not only because of their many years of industry experience, but because they thoroughly enjoy what they do. 

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They meaningfully help Financial Advisors achieve their ideal practice and live their dreams.  They help Advisory Practices navigate a variety of transitions whether it is preparing to move firms, expanding their teams, adopting a new CRM, transitioning the business to the next generation, or creating and following a brand new vision.  They work collaboratively with a few of the most reputable and successful financial institutions in North America. 

 

They have a wealth of experience and knowledge, as well as a deep commitment to achieve the results they know Financial Advisors are looking for.  Equally important, they are passionate about what they do.

           

                                                                                                

Our Corporate Solutions

 

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Collaborating with Financial Institutions to Complimenting their In-House Practice Management Offerings

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Meet Our Professionals

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Sherri Palle
Mindset Co-Founder
Senior Business Consultant & Coach

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Jennifer Broad
Operations Coordinator

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Terry Gronbeck-Jones
Mindset Co-Founder 
Senior Business
Consultant & Coach

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CONTACT US:

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Jennifer, Operations Coordinator    403.795.3838

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Sherri, Business Advisor & Coach    250.642.2126

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Terry, Business Advisor & Coach      613.729.8704

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assist.mindset@gmail.com

 

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