The Mindset Method
Group Coaching
This program is designed for Advisors looking for an efficient and affordable coaching program option. Everyone on the . Equally important, this program doesn't just help you do things differently, it helps you think differently. This creates an environment of long-term success.
Who is the Group Coaching Program Designed For?
How Do I Participate?
This program is fully supported by 12 Group Coaching Calls carefully guiding you through each of the 22 Best Practices.
This program starts January 2025 - click here for the complete Group Coaching Schedule.
You will always receive a Mindset Action Plan (MAP) after each session which details exactly what we are working on and how to prepare for the next session.
You will also be provided online access to our 22 Best Practice Learning Modules. Each of the modules contain videos, print-ready Guidebooks, tools, worksheets, scripts, agendas, letter templates and many other resources to ensure that you implement successfully.
CE Credit Eligibility
Canada:
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22 FP Canada-Approved CE Credits (17 Financial Planning and 5 Practice Management)
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22 MFDA CE Credits (22 Professional Development)
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24 IIROC-Approved CE Credits (20 Professional Development and 4 Compliance)
USA:
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6 NASAA IAR CE Credits (Products & Practices)
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6 NASAA IAR CE Credits (Ethics & Professional Responsibility)
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.
For jurisdictions who have informed NASAA they have an IAR CE requirement click here.
You will have 24/7 online access to our exceptional best practices program in perpetuity.
Mindset Online Dashboard
You will receive a welcome package in the mail to help you get started.
Welcome
Package
These bi-weekly sessions will help you get specific results and implement in areas of importance to you.
Live Coaching Sessions
Participants will also receive a CE Credit Certificate upon successful completion of the program.
CE Credit Eligibility
You will have access to Mindset Support during business hour via phone and email.
Access to Client Support
Stay connected with our Mindset Community via LinkedIn and email.
Community &
Affiliates Access
Stay up to date with the latest best practices updates with the Mindset Matters Newsletter.
Mindset Matters Newsletter
What's Included...
What Does Group Coaching Cost?
The Group Coaching Program is $3,000 and enables all team members to participate.
It also includes perpetual access to the online dashboard. This means you can revisit the materials down the road for refreshers, training new people, or checking out any program enhancements. We will also provide you with additional resources as required based on our work together.
Program Duration
TBD
What Will I Learn About?
This program curriculum is as follows:
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Welcome - Introduction to Our Philosophy & Approach
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Your Vision - Define What's Important to You
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Client Classification - Create a Framework to Meaningfully Organize Your Clients
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Rightsizing - Analyze and Make Strategic Decisions
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Client Profiling - Deliver Highly Personalized Service
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Client Service Model - Create an Exceptional Client Experience
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Host Awesome Client Events - Have a tradition of great events for your high value clients
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Client Communication - Master Your Branding
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Referrals - Position Referrals as a Service for Top Clients
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New Client Onboarding – An Integral Part of Your Exclusive Branding
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Pre-Appointment – Differentiate your Brand with a Great First Impression Before They Even Meet You
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The 1st Appointment – Understand the Psychology that Motivates Prospective Clients into Wanting to Work With You
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The 2nd Appointment – Continue to Build Trust and be the Financial Forensics Expert
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The 3rd Appointment – Give them Financial Peace of Mind and an Exceptional Deliverable
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New Client Welcome – Just When They Think it Can’t Get Any Better
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Existing Client Process - Bring Your Best to Your Top Clients
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1st Rebranding Appointment - Hit the Refresh on Your Relationship
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2nd Rebranding Appointment - Wow them with the WO
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Review Meetings - Maximize Your Value
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The WO Legacy - Utilize the Wealth Organizer
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Your Strategic Partners - Collaborate to Provide Exceptional Wealth Management
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The Road to Success - How to Keep it All on Track