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The Mindset Method On Demand Program is designed to help advisors and their teams completely systematize and organize the advisory practice.  This comprehensive approach allows them to meaningfully grow their business, as well as plan for expansion, transition, and succession. 


If this is you, this is a great way to coordinate your team, elevate your brand, systematize your practice, integrate technology, reduce stress for everyone and maximize the value of your life's work. 


You will be guided through our 4 Pillar Process:


  • Pillar 1 Client Analysis
  • Pillar 2 Client Experience
  • Pillar 3 Client Onboarding
  • Pillar 4 Client Rebanding


The On Demand solution provides you with access to all of our resources and allows you to focus on areas that matter most to your business and implement a pace convenient to you and your team. 

Mindset On Demand - Canadian

SKU: 364215376135191


    This program includes a Welcome Package, perpetual access to our online dashboard (which contains videos, resources, tools, action steps, recommended reading & detailed guidebooks), Regular Follow Up and a Certificate of Completion from Mindset Consulting.

  • You will recieve the Welcome & Getting Started Information for the Mindset On Demand Program by email in about an hour.


    Your Mindset On Demand Welcome Package will be shipped out and you can expect to receive it in 2 to 3 weeks.

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