Discover the strategies, insights, and opportunities that redefine success.
EMPOWERING ADVISOR MASTERY
We found a better way, and are excited to share it.
At Mindset Solutions, we are dedicated to empowering Financial Advisors to thrive in an evolving industry.
Every day, we engage in conversations with head office executives, advisor associates, and financial advisors—from broker-dealers to registered investment advisors. These discussions reveal a shared concern: the uncertainty of options, the future of the industry, and how to ensure business growth while providing exceptional service.
The good news? There are unprecedented opportunities and proven best practices to help you achieve your goals.
This site is where we share the insights and ideas shaped by these conversations.
Enjoy!
WHAT OUR CLIENTS SAY
Erik Shifflett CFP®
First Vice President
2025 Forbes Best-In-State Wealth Advisor Teams
I’ve worked with Mindset Solutions going on three years. We’ve focused not only on improving how I present myself and my team to existing clients and prospects, but also have completed two unique book acquisitions and have added staff to my team in that time frame. David and his team have done a great job helping me with these changes to my business and have been instrumental in assisting with my new hires in making sure they are a great fit for the practice."
Kim Shapee
Senior Vice President - Financial Advisor
2024, 2023, and 2022 Forbes/Shook
Best-In-State Advisor
David is an incredible coach who truly listens and understands our team dynamics. His responsiveness and keen insights consistently help us recognize challenges and opportunities before we even see them ourselves. Working with Mindset Solutions has been a game-changer for our team!"
Cash Freeman
AAMS®, AIF®, AWMA®, JD*
Senior Vice President ‑ Branch Director
I have worked with David and his team for 10 years, and I highly value his insight, guidance, and expertise. I credit our partnership as one of the largest contributors to the growth and success of my wealth management business. Our professional relationship has evolved, and I now consider David a close friend! You will not find someone better-positioned to provide the expert, candid, and dedicated advice you need to take your business to the next level."