The Mindset Method
Who is this Program Designed 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. 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.
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.
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)
24 IIROC-Approved CE Credits (20 Professional Development & 4 Compliance
Stay tuned for updates on CE Credit eligibility for US Program Participants!
Deluxe Welcome Package
The package contains a variety of items to inspire and motivate you to want us to get this show on the road!
Direct Access To Your Business Coach
You will have direct access to your personal Business Coach during normal business hours via email or phone.
Bi-Weekly One-on-One Concierge Sessions
These sessions will focus on helping you get specific results and implementation in pre-identified areas of importance to you.
Connect To Our Community & Affiliates
Updates from our Mindset community via LinkedIn, Email & Newsletters. Our Affiliates will share their knowledge and expertise.
24/7 on-line access
Access to our exceptional best practices program, which includes a variety of videos, resources, and online instructions.
Bi-Weekly Mindset Action Plans
- Your MAP
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.
Program Duration: 12-18 months (depends on your capacity and desired pacing)
Program Cost: $15,000 which includes perpetual access to the online dashboard
What Will I Learn About?
This program curriculum is as follows:
Welcome - Introduction to Our Philosophy & Approach
Your Vision - Define What's Important to You
Client Classification - Create a Framework to Meaningfully Organize Your Clients
Rightsizing - Analyze and Make Strategic Decisions
Client Profiling - Deliver Highly Personalized Service
Client Service Model - Create an Exceptional Client Experience
Host Awesome Client Events - Have a tradition of great events for your high value clients
Client Communication - Master Your Branding
Referrals - Position Referrals as a Service for Top Clients
New Client Onboarding – An Integral Part of Your Exclusive Branding
Pre-Appointment – Differentiate your Brand with a Great First Impression Before They Even Meet You
The 1st Appointment – Understand the Psychology that Motivates Prospective Clients into Wanting to Work With You
The 2nd Appointment – Continue to Build Trust and be the Financial Forensics Expert
The 3rd Appointment – Give them Financial Peace of Mind and an Exceptional Deliverable
New Client Welcome – Just When They Think it Can’t Get Any Better
Existing Client Process - Bring Your Best to Your Top Clients
1st Rebranding Appointment - Hit the Refresh on Your Relationship
2nd Rebranding Appointment - Wow them with the PFO
Review Meetings - Maximize Your Value
The PFO Legacy - Utilize the Personal Financial Organizer
Your Strategic Partners - Collaborate to Provide Exceptional Wealth Management
The Road to Success - How to Keep it All on Track
Ready to Start a Conversation Now?
Contact us to schedule a Meet & Greet so we can get to know more about each other:
Terry Gronbeck-Jones firstname.lastname@example.org
Sherri Palle email@example.com
This is the first step of several in our well-defined FIT Process to ensure it makes sense to embark on this partnership together.