top of page

MFIS PSA 1 - Introduction

"We are what we do repeatedly do. Excellence the, is not an act but a habit."

 - Aristotle

WHY is this meaningful to you?

Achieving your vision both professionally and personally is important to your continued success and overall quality of life.  The Proven Strategies Advantage program will allow us to carefully review your business in a highly structured and thorough manner.  Our goal is to help you implement our best practices in a way that strategically supports you and your vision. 

The Proven Strategies Advantage program has 4 Pillars we will carefully review together: 

  • Client Analysis

  • Client Experience

  • Client Onboarding

  • Client Rebranding 

As we work through each of our 4 Pillars together, we will fully integrate people, process and systems.  This means we are clearly defining roles and responsibilities, carefully documenting our processes to ensure high standards of quality control, and fully integrating systems to support the processes we are building (fully using your CRM - Maximizer).


WHAT you need to know


HOW to Take Action & Implement Successfully?


Success in this program requires diligent effort to complete tasks and activities as well as a determined focus on implementation. Without implementation, you will not realize the optimal results.

The PSA Binder

Use your PSA Binder to store and organize the Proven Strategies Advantage program content and assignments.

Tools to Get You Started

How to Review the Proven Strategy Advantages Content

  1. Your Comprehensive Proven Strategy Advantage Training

    • All program information is fully included in this Proven Strategies Advantage Guidebook in print form.  We encourage you to review these prior to each call as they offer important insight into each Proven Strategy.

  2. PSA On Demand

    • Everything you need to succeed in this program in terms of learning the theoretical aspects is contained in this On Demand training portal - and we mean everything. 

    • The purpose of each PSA is clearly outlined and supported by articles that help us understand "why" it is important. 

    • All of the “tools” you will actively use to manage/organize your practice or use directly with your clients are also found in this portal - this is the "what" and the "how".  

    • And, if you miss a call, you will be able to find a recorded webinar of a previous session to review at a time that is convenient to you.

  3. Your Participation

    • Prior to each PSA Call you will be sent a Reality Check with a few key questions related to the PSA strategy we are covering.  You are required to complete it and send it along to the Mindset Consulting Coach prior to the PSA Call.

    • During each of the PSA Coaching Calls you will be participating in Polls and dedicated Work Time directly related to the strategy being discussed (this time varies from 1 to 3 minutes).

    • You are also encouraged to either ask questions during the coaching call, chat your questions online or email them directly to the Mindset Consulting Coach so they can be addressed.

  4. Your Implementation

    • The Follow Up Email will be sent after each Group Coaching call and is used to outline the Action Items directly related to each PSA covered. In addition, there will be distinctive break-points throughout the program where you are to provide specific deliverables related to the PSA Program.  These completed items will form the basis for the one-on-one coaching calls to ensure your successful implementation.

  5. Have fun!

    • Look forward to the PSA with enthusiasm and excitement - because we do!

How to Stay Connected with Others

You are about to embark on the Proven Strategy Advantage and it’s important you have a few things in place at the outset of this program.  Some of this may already be in place and some of it may not.  Covering this now will make going through the program easier for each of you from an implementation standpoint.

  1. Set up a meeting with your Financial Plannor Mentor & their Assistant to discuss the following:

    • Understand how they operation as it relates to client servicing and management. 

    • Discuss how client referrals and client realignment will work between everyone so the process is clear and we all have the same understanding and expectations.

    • Determine standard communication protocol for referral and other work requests. 

  2. Set up a Monthly Meeting with your Mentor.

    • Review the Monthly Team Meeting Guidelines on the following page.

    • Review the Monthly Team Meeting Implementation.

    • Use the Sample Agenda as a starting point for creating this routine.

  3. Show your gratitude and appreciation - always.

    • When working with anyone at the branch, make sure you are professional, respectful and follow all protocols for work requests made. 

    • Take the time to adequately acknowledge and thank others for their efforts in assisting you.  Remember: A little thanks goes a long way.

Special Instructions for MFIS 

Please note that when it comes to the Weekly Team Meeting for MFIS this may happen in a couple of ways. First, this may in fact be a meeting you have with yourself as part of your regular planning and preparation each week to keep you on track.  Second, this may be a meeting you participate in with the financial planner and/or assistant at your organization (if applicable) so you all stay closely connected, especially as it relates to any clients being realigned from one individual to the other.

Watch Here to Learn More



bottom of page