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 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. Client Communication - Master Your Branding 

  8. Referrals - Position Referrals as a Service for Top Clients

  9. New Client Onboarding – Your New Client Onboarding Process: An Integral Part of Your Exclusive Branding

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

  11. The 1st Appointment – Understand the Psychology that Motivates Prospective Clients into Wanting to Work With You

  12. The 2nd Appointment – Continue to Build Trust and be the Financial Forensics Expert

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

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

  15. Existing Client Process - Bring Your Best to Your Top Clients

  16. 1st Rebranding Appointment - Hit the Refresh on Your Relationship

  17. 2nd Rebranding Appointment - Wow them with the PFO

  18. Review Meetings - Maximize Your Value

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

  20. Maximize Your Team - Create Understanding, Ownership & Synergy

  21. Initiate Quality Control - Get Started with our Procedures Manual Template (160+ pages)

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


Mindset On Demand $95                                                              

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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