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Paper Abstract

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)

  • 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!

What's Included...







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:

  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

Ready to Start a Conversation?


Contact us to schedule a Meet & Greet so we can get to know more about each other:


    Terry Gronbeck-Jones       

    Sherri Palle                         

This is the first step of several in our well-defined FIT Process to ensure it makes sense to embark on this partnership together. 

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