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Program:  Create Exceptional Branding Part 2

Duration:  6-Weeks (Tues. 3 pm EST)

Cost:           $950

WOW Prospective Clients with Your Onboarding Process

Who is this Program Designed For?


This program is for Advisors looking to implement a consistent onboarding process which will attract the right types of new clients, increase referrals, and restore order to their entire team. 


Our highly experienced business advisors will help you build and implement a turn-key approach to bringing on new clients professionally and consistently.  This unique experience will become an integral part of your branding.  This approach is designed to make the onboarding process a memorable, and even referable experience for the new client.


How Do I Participate?


This program is fully supported by an engaging weekly group webinar hosted live by Mindset Consulting. 

For each of the 6 topics in this program you will be provided online access to learning modules.   Each of the modules include videos, print-ready guidebooks, and all the tools, scripts and templates to help you implement successfully.  This access is in perpetuity (forever), which means you can revisit the materials down the road this for refreshers, training new people, or checking out any program enhancements.   

To help with implementation, you will also receive a 1-hour personalized coaching call with Mindset Consulting.  The purpose of this one-on-one call is to make sure you get immediate traction and results on the areas that matters most to you.  An additional option is available that includes 2 personal coaching calls.  This option is offered at $1150.


What Will I Learn?


This program curriculum is as follows:

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

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

  3. The 1st Appointment – Understand the Psychology That Motivates Prospective Clients Into Wanting to Work With You

  4. The 2nd Appointment – Continue to Build Trust and Be the Financial Forensics Expert

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

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

Ready to Start Exceptional Branding Part 2?

6 Webinars + 1 Individual Coaching Call $950                                                           

6 Webinars +  2 Individual Coaching Calls $1150                                   

Once your payment has been submitted, please go to "Program Resources" and click "Sign Up" to access the course content.

Your request to access Program Resources will be sent directly to Mindset Consulting where it will be reviewed for authorization.  

Once authorized, you will receive an email and have immediate access to the course content.

You can expect your email confirmation same day or next day during regular business hours Monday through Friday 9:00 am - 5:00 pm EST.   


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