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    One-time payment ($4000.00)$4000.00
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    Subscription ($1334.00 per month for 3 months)3x $1334.00

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Mindshift Financial Planning  School
What you're getting:
  • Access to Mindshift Video Module Library 
  • 10 virtual classroom sessions
  • Hot seat coaching calls: 15-minute Pre-game or Post-game calls to help you close more plans quickly & get you paid 

  • Total payment
  • 1xFall FP School$0

All prices in USD

What They're saying:

"Hands down the best financial planning language I've been exposed to in my 20-year career.

Mike Bloss
Prudential MD

"Mindshift - THANK YOU so very much for your help with my planning case! It felt very natural and authentic to ask for a $7,500 plan fee plus $5,000 plans for both sons! Great way to hit the ground running I'd say the class & your coaching have paid off significantly already!

Carey Yukich

Financial Planner 

Kevin Dykes 
Financial Planner CA

"After working with Mindshift, my team & I: ︎ Substantially increased our renewal percentage to over 90% ︎ 

Were able to convert my planning clients into investment and insurance clients, thus creating additional revenue out of the plans.


Have able to close larger clients (the largest being a $100,000 annual fee!) Thank you, Mindshift, for the highly effective strategies and sales language."