Stop working for the hope of a sale.
Start charging for your advice.
The proven program that helps financial advisors replace unpredictable commission swings with predictable fee-based income — without giving up product. You don’t lose product. You add a new revenue stream on top.
500+ advisors trained · $10M+ planning fees generated · 80–90% renewal rate · 98% also implement products
Ben, Steve & Jackie · Still in the trenches
We were you.
Ben was on the verge of a nervous breakdown. Financially successful on paper. Emotionally bankrupt behind the scenes.
Steve watched his own dad break down from the weight of this business.
Jackie sat across from advisor after advisor asking the same questions: How are others shifting to this model? What are they charging? Are they charging every year? What do they say to their current clients?
The questions told her everything. The shift was happening. Advisors just didn’t have the roadmap.
We gave planning away for free for ten years.
— Ben, Steve, and Jackie
Then we figured it out.
Not from a book. From stepping on every landmine ourselves — and writing down what worked.
Today, Ben and Steve have collected over $2.5M in planning fees between them. Still practicing. Still in the trenches.
You got into this business to have impact.
Somewhere along the way, it turned into something else. Working harder than ever. Delivering more value than ever. Waking up at 3 a.m. unable to get back to sleep.
→ Tap the one that hits hardest right nowWe hear this one most.
There’s a specific module built for the exact thing you just clicked. Click any pain to see which one fixes it.
Module 04 · Profitable First Meeting LanguageThe model is broken.
You were trained to sell products and hope planning would happen as a byproduct. That worked in your grandpa’s era. It doesn’t work now.
The objection isn’t coming from your clients. It’s coming from YOU.The value isn’t in the 500-page plan.
The value is in YOU.
From the model that’s burning you out to the one that gives you your life back.
Before Working For Hope
- Over-delivering 500-page plans for free
- Hoping the product sale closes
- Unpredictable commission income
- Blurring AUM and planning
- You’re the bottleneck
- Stress your family feels
After Charging For Your Advice
- Simplified process, clear value
- Paid upfront for your expertise
- 80–90% renewal rate, year over year
- Planning AND products (98% do both)
- Clear role, scalable team
- Present at dinner. Present on vacation.
We call it Financial Management Oversight™
Not “financial planning.” That word comes with baggage. FMO is an empty bucket. The client fills it with what THEY need — everything that hits them financially. We marry the academics of planning with behavioral finance, then fix what’s inefficient. We trademarked it because the industry craves differentiation.
What does your fee revenue actually look like?
Drag the sliders. Watch your year-one fee revenue change. Then look at the renewal compounding. Most advisors are stunned by how fast the math gets real.
Default assumption: 15 new fee clients in Year 1 at $3,000 each · 85% renewing each year. Adjust the sliders to match your own pace — many FPS grads land 12–30 in their first year.
What happens when you claim your value.
Picture your business twelve months from today.
- Your revenue is predictable. 80–90% of clients rehire every year.
- You walk into first meetings with tested language. Not guessing. Not pitching. Real conversations that end in “yes.”
- You’re not the bottleneck. Year-one roadmap. Quarterly review cadence your team can run.
- You’re present at dinner. Present on vacation. You stopped waking up at 3 a.m.
- And 98% of your planning clients still buy products from you. Implementation becomes obvious.
The life on the other side of the shift
Every skill you need to charge, convert, and grow.
Eleven core modules. Six months. Click through — see exactly what’s inside each one.
Mindset Mastery
Stop hesitating. Start charging. Shift your internal dialogue from doubt and guilt to confidence and clarity so you can unapologetically charge for planning. The objection isn’t coming from your clients. It’s coming from YOU. Every other module is built on this one.
Quantitative Value
Articulate in dollars the value you put back in clients’ pockets. Never get stuck answering “what am I actually paying for?” again. Charge with conviction because you can prove the math.
Decision Personas Decoded
Identify how each client actually makes decisions. Selling the same way to everyone gets you 25% close rates. This module takes advisors to 75%. Commanders, Mathematicians, E-Motors, Harmonizers — you’ll know which is sitting across from you within the first ten minutes.
Profitable First Meeting Language
The exact words that have generated over $10M in planning fees. Guide prospects with confidence, quote your fees with clarity, and get hired without feeling salesy. 30-year veterans tell us this is the best language they’ve ever encountered.
Preventing Objections
No more “I need to think about it.” Surface concerns early, address them naturally, and lead prospects from uncertainty to action. Get to a quick yes or a quick no so you stop chasing people.
Business Owner First Meeting Language
Go deeper with closely-held business owners than any other advisor in their orbit. Uncover succession, continuity, disability, and exit gaps. Earn the right to do oversight where the real value lives.
Converting Existing Clients
Six proven approaches to transition existing clients from free to fee without damaging relationships. Most advisors find their clients are relieved the conversation is finally happening.
Financial Planning Process Simplified
Deliver big value without overworking. Year-one roadmap and quarterly review cadence that drives renewals. Wins without the overwhelm.
Positioning Products with Projections
Eliminate double-dipping doubt. Present planning and products as distinct, valuable services so clients say yes to both. 98% of our planning clients also implement products with their advisor.
Investments Under a Planning Model
How to distinguish investment management under a planning model vs. AUM-only. Stop blurring the lines and start charging for distinct, valuable services.
Mastering Renewals & COI Marketing
Create a business where 80–90% of clients rehire you each year. Renewal scripts and value-based language to make “yes again” easy. Plus the COI marketing framework that turns renewed clients into a referral engine.
This isn’t theory. It’s what happens when you claim your value.
Before MindShift, I delivered 17 financial plans and collected $20K in planning fees. After participating, I finished the year with 40 fee clients totaling between $90K and $100K. I’ve doubled the plans delivered while doubling the fee per plan.
Quadrupled revenue in 12 monthsMy first win happened within hours. After my very first class, six hours later, I closed my very first fee planning case and thought, ‘WOW, this works.’ Qualitatively, my anxiety has dropped.
First fee case in 6 hoursWe heard MindShift speak on an industry best practices call and hired them immediately. Why recreate the wheel when there’s a proven system? After our first program, we closed 67 fee plans, $200K of additional first-year revenue, and $168,000 in recurring fee revenue. We’re still working with MindShift today, with over $400K in recurring planning fees.
$400K+ recurring · ongoingI was all in on the MindShift program after 2 meetings because of the immense value. We’re going to book at a minimum $250K in planning fees. I experienced growth of 10 to 15x at a minimum over what I paid in less than a year.
10–15x ROI in under a yearSince starting with MindShift, we substantially increased our renewal percentage to over 90%. I’ve been able to close larger clients, including my largest $100,000 annual fee, thanks to the strategies and sales language from MindShift.
$100K largest single fee
After my first year with MindShift, I charged just shy of $90,000 in fees. In my second year, I’m on track to be over $100,000. I recently signed the largest single fee of my career. Not only has MindShift improved my professional life, it has improved my personal life in a big way.
$100K+ in Year Two fees
Five reasons Financial Planning School actually works.
→ Tap each card to flip and reveal the answer
Still In The Trenches
Tap to revealBen and Steve are practicing advisors who’ve collected $2.5M+ in planning fees. Language tested every month in real client meetings.
Landmines Already Stepped On
Tap to revealEvery failed conversation. Every objection we missed. We wrote down what works so you don’t repeat the pain.
Mindset First, Tactics Second
Tap to revealScripts only work when the conviction behind them is real. The objection comes from YOU. We start there.
You Keep Products
Tap to reveal98% of MindShift planning clients also implement products with their advisor. You’re not replacing commissions. You’re adding fees on top.
Built By Advisors, For Advisors
Tap to reveal500+ trained. 50% higher retention than industry average. Three of the top 10 women advisors in a 10,000-advisor firm are MindShift grads.
Two ways to start your shift.
Every advisor learns differently. Whether you want the live cohort experience or the self-paced version, you get the full MindShift Method.
Financial Planning School — On-Demand
The do-it-yourself version
Annual access · renewable each year
- All 11 core modules — download immediately
- Handwritten workbook & materials
- Complete video library
- Bonus: Kolbe — Uncovering Your Unique Talent
- Bonus: Pricing — What To Charge For Planning
- Bonus: Ideal Client — A Different Perspective
- Bonus: The Grief-Ready Advisor
- Bonus: LinkedIn for New Client Acquisition (Mando Sallavanti III)
- Bonus: Elevate Your Onboarding (Libby Greiwe)
- Live weekly classroom sessions
- 15-min hot seat coaching calls
- Bi-weekly Open Office sessions
- 1:1 Next Steps coaching call
- Direct access to Ben, Jackie, & Steve
Financial Planning School — Live
The 6-month transformational group experience
6 months · live coaching · full community
- Weekly live classroom sessions (Wed, 12pm ET)
- All 11 core modules, taught live
- Bi-weekly MindShift Open Office sessions
- 15-min hot seat coaching calls as needed
- One 30-min 1:1 Next Steps call ($497 value)
- Full video library & handwritten materials
- Private community of advisors making the same shift
- Session recordings sent within 48 hours
- Direct access to Ben, Jackie, and Steve
- All 6 bonus trainings included
Here’s the math.
One planning client at $3,000–$5,000 pays for the Live program. One client at $997 pays for On-Demand the first day you use the language. The average advisor coming out of FPS closes multiple new clients DURING the program itself.
You have two options.
Option A: Stay The Same
Keep working for hope. Keep giving away your best work for free. Keep wondering when it’s finally going to feel easier. Maybe you figure it out on your own in 11 years like we did. Maybe you don’t.
Option B: Shift Now
Join a proven system built by advisors who’ve already walked this path. Compress a decade of learning into six months. Start charging for your value this quarter.
Change happens when the pain of change is less than the pain of staying the same.
Frequently asked questions.
What if I can’t attend every live call?
How much time do I need to commit?
What if I’ve never charged a planning fee in my life?
What about my existing clients? Won’t they be upset?
Will this hurt my product sales?
Is this compliant?
What’s the difference between Live and On-Demand?
What if I’ve tried other programs and they didn’t stick?
The advisor you wanted to be when you started?
That version of you is still in there. Financial Planning School is how you become them.
Enroll NowBen, Jackie, and Steve are waiting for you on the other side.