About Us

Our passion is finding better ways to achieve excellence—and sharing those insights with anyone who can benefit. At Mindset Solutions, we are dedicated to empowering elite professionals and their companies.

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Our team has partnered with investment management companies, financial advisors, financial wholesalers, accountants, and lawyers to transform how they conduct their businesses and elevate performance. We believe success is built through shared expertise, strategic alignment, and a commitment to continuous improvement.

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We employ a simple yet powerful formula for achieving fast and effective results:

Your Brand = Your Value ⨂ Your Process ⨂ Your Connections

 (Tensor Product (⨂): Symbolizes the intricate, multidimensional relationships that form the backbone of your Brand, much like a spider’s web, where each strand strengthens the whole.)

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With over 40 years of industry experience in management, business development, consulting, and technology, our founder began his journey as a financial advisor with an established broker-dealer. David later built his own successful firm, leveraging structured systems and processes to drive results.​

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As a team, we share that same relentless pursuit of innovation. David pioneered one of the first software tools to analyze and compare competitive estate planning and insurance products, seamlessly integrating them into financial plans. His experience as an advisor, branch manager, and coach led him to specialize in business consulting for financial professionals.

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At Mindset Solutions, we are driven by a shared commitment to "finding a better way." Our program is designed to help advisors identify, implement, and master best practices. Together, we refine our ideas, approaches, and coaching programs to stay ahead of the rapid changes in the industry and the world around us.

Join us in your pursuit of Advisor Mastery—we’re here to support your journey every step of the way.