Approved IAR CE Courses

Mindset Mastery is designed specifically for an exceptional and exclusive group of successful women in wealth to rejuvenate themselves, their team, and their clients through intentional connection with other wise, supportive, experienced, and inspiring women. This program is designed to define their vision, coordinate their team, integrate technology, elevate their brand, and rejuvenate all aspects of their advisory practice. It will also keep them on the path of systematizing & growing their advisory practice in a meaningful and manageable way, while maximizing the value of their life's work.

The Mindset Method Part 1 is a series of best practices to provide the advisory team with a framework for sorting and organizing new and existing clients as well as, creating a heightened sense of awareness around the types of clients who bring to value to them and their business. It will also provide an opportunity to take a detailed 'snap shot' of where the advisors business is today, which is important for guiding and measuring their future success. It will provide the advisor with specific information on how we will work together to build the foundation of strong client relationships based on trust. This includes a concept on how to create great chemistry with their most valued client, as well as a framework to consistently deliver an exceptional client experience. This program is offered via On Demand (Self Study) or via One-to-One Coaching biweekly in virtual meetings.

The Mindset Method Part 2 is a series of best practices dedicated to working with new clients and it will outline the sequential steps of bringing on a new client (reinforced with a rigorous New Client Checklist) as well as, ensure the advisors are attracting the right types of clients. It fully emphasizes and integrates full financial discovery and delivery of comprehensive financial planning - ensuring all aspects of their professional and fiduciary duties are met. The latter half of the best practices are dedicated to working with the advisors existing high value clients and outlining the sequential steps of re-branding to create strong brand loyalty. In addition, it is a methodical approach to ensuring all aspects of discovery and financial planning have been provided to these clients - again ensuring all professional and fiduciary responsibilities are being met. This is often an overlooked group - one that offers great potential! These clients not only need to be competitor-proofed but are poised to become advocates of the advisor and their team. This program is offered via On Demand (Self Study) or via One-to-One Coaching biweekly in virtual meetings.