Mindset on Demand
Independent Learning

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.  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. 

What's Included...

Mindset On Demand Curriculum


You will also have 24/7 on-line access to our exceptional best practices program.

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. 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. Your Strategic Partners - Collaborate to Provide Exceptional Wealth Management 

  21. The Road to Success - How to Keep it All on Track

Mindset On Demand $295                                                              

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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Trust is Everything all Caps.PNG