Mindset on Demand
Who is this Program Designed For?
This program is for Advisors who are self-learners and great implementers! This is a cost-effective option if you don't feel you require the group or individual coaching components. You choose where and when you want to focus -- and you work at your own pace.
How Do I Participate?
You will be provided online access to our 22 Best Practice Learning Modules in the Mindset Method which is our foundations program. You will also be provided with online access to our 16 Best Practice Learning Modules in the Build Your Dream Team program.
Each of these modules includes videos, print-ready Guidebooks, tools, worksheets, scripts, agendas, letter templates and many other resources to help 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.
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.
What Does this Program Cost?
The online, on demand coaching solution is available for $550 and includes perpetual access to the Mindset Consulting Dashboard.
Mindset On Demand Curriculum
You will also have 24/7 on-line access to our exceptional best practices program.
Connect To Our Community
Updates from our Mindset community via LinkedIn & Email. Our Affiliates will share their knowledge and expertise.
The Mindset Method
CE Credit Certificate
Canadian Participants will also receive a CE Credit Certificate upon successful completion of the program.
The package contains our Mindset Action Plan (MAP) to keep your organized, motivated and on track!
Once you have registered and payment has been submitted, please go to "Client Portal" 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. Note: sometimes these notifications wind up in your 'spam' folder so be sure to check there.
You will have access to all the best practices and resources used for our Concierge Consulting for BOTH of our core programs.
We will reach out to you shortly thereafter to help you get started!
If you have any questions, feel free to reach out to us at firstname.lastname@example.org and we will be happy to help.