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The Mindset Method

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This program is designed for Advisors who want to learn how to systematize & grow their advisory practice while maximizing the value of their life’s work. 

 

This program is designed specifically to:

 

  • Organize & Grow Your Practice

  • Adopt a Proactive Business Model

  • Create an exceptional client experience

  • Embrace a Memorable Onboarding Process

  • Elevate & Differentiate Your Brand

  • Effectively Integrate Technology

  • Coordinate Your Team

  • Live Your Best Personal & Professional Life

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This program doesn't just help you do things differently, it helps you think differently.  This creates an environment of long-term success.

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This program is designed for the entire team to participate in.

Who is The Mindset Method For?

CE Credit Eligibility

Canada:

  • 22 FP Canada-Approved CE Credits (17 Financial Planning and 5 Practice Management)

  • 22 MFDA CE Credits (22 Professional Development)

  • 24 IIROC-Approved CE Credits (20 Professional Development and 4 Compliance)

USA:

  • 6 NASAA IAR CE Credits (Products & Practices)

  • 6 NASAA IAR CE Credits (Ethics & Professional Responsibility)

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NASAA does not endorse any particular provider of CE courses. The content of the course and any views expressed are our own and do not necessarily reflect the views of NASAA or any of its member jurisdictions.

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For jurisdictions who have informed NASAA they have an IAR CE requirement click here.

What's Included...

What Will I Learn About?

This program curriculum is as follows:

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  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 WO

  19. Review Meetings - Maximize Your Value

  20. The WO Legacy - Utilize the Wealth Organizer

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

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

On Demand
Group Coaching
One-on-One
Mindset Online Dashboard

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CE Credit Eligibility

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Community & Affiliates Access

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Mindset Matters Newsletter

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Access to Client Support

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Welcome Package

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Live Coaching Sessions

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Mindset Action Plans (MAP)

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Concierge Consulting

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Direct Access to Your Coach

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Special Extras

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The Lifeboat

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