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How the Mindshop Program works

STEP 1: Select Internal Champion Advisors

Based on your organization’s size and advisory goals, select one or more internal champions to become Mindshop advisors as part of the Mindshop program. These will be the early adopters who will build and grow a high performing advisory business with the support of Mindshop.

When you know how many Mindshop advisors you want to start with, select the Mindshop support package right for you. For example our Individual support package provides boutique firms and independent consultants complete support for one advisor who can drive advisory high performance across the firm.

Are you a larger firm? Join several advisors to ensure you accelerate new skills across multiple front-line advisors and embed advisory across your teams with our Accelerator or Enterprise packages.

Do you have questions about how to select an internal champion?  Read our article for some ideas.

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STEP 2: Commence Mindshop Program

A monthly license fee gives selected advisors access to the four components of the Mindshop program to build skills, success and advisory mastery. The four Mindshop program components are Coaching, Tools & Resources, Training & Network. Access to Mindshop’s support elements such as coaching, tools, pre-built advisory services, online training and much more is provided via Mindshop Online, Mindshop’s great learning and coaching platform. All advisors new to the Mindshop Program are on boarded through our comprehensive induction program to ensure that they make a quick start to achieving their business advisory goals.

1. Coaching

All Mindshop advisors involved in the Mindshop program are allocated an experienced support coach, chosen from the ‘best of the best’ Mindshop advisors in your region to guide and support all aspects of your advisory journey.

Build confidence knowing that your coach will guide you on how to close larger client opportunities, save years of time wasted heading down the wrong strategic paths and shape a successful advisory model. Tailored to achieve your unique goals our confidential coaching support involves:

  • Confidential 24/7 access to your coach via the Mindshop Online learning and development platform

  • Capture your plans, training course progress and much more

  • On-boarding calls to shape your business advisory plans and goals

  • Quarterly check-ins each year to keep you on-track

  • Experienced, just-in-time sounding board for:

    • Developing and refining your advisory business model and service line
    • Pricing client opportunities
    • Support when you hit hurdles
    • Answering questions when you complete Mindshop Online courses
    • Delivery tips and techniques leveraging the Mindshop resources to grow your firm

2. Tools & Resources

Stop reinventing the wheel and save yourself week’s of time each year with access to a wealth of tools and resources to use in your business and on the front-line with clients. Developed over the last 25+ years and continuously enhanced annually, our proven resources are accessible when and where needed. These tools and resources include:

Advisory ‘how to’ guides
A wealth of step-by-step documents and webinars covering: 

  • What business advisory services to offer clients

  • How to promote your advisory services on your website

  • How to price your advisory services

  • Developing an income matrix

  • Building your contact program

  • How to boost referrals

  • Example advisory websites, models and proposals


There’s a tool to help you solve and drive to action almost any client issue or opportunity. Use the tools as a structure for 30-minute or half day client sessions. Over 150 business and personal tools, each including a demonstration video on how to deliver the tool in the field, a step-by-step guide and supporting documents. Tools are continuously enhanced and cover categories such as:

  • Strategy Development

  • Problem Solving

  • Profit & Efficiency

  • Implementation

  • Sales

  • Leadership

Here’s one example video from our toolbox library – the One Page Plan.

Pre-built advisory services

Deciding what to offer clients and how to create a ‘product’ can be confusing and time consuming. Tap into pre-built services ready to customise with your logo complete with marketing material, how-to documentation, webinars, presentations (with timings and presenter notes), handouts and report templates. Leverage pre-built service lines including:

  • Business Health Checks

  • Strategic Planning Days

  • Monthly or Quarterly Coaching

  • Implementation Support

Plus 18 different half-day workshops on a variety of topics from growth and visioning, to leadership and profit improvement.

Online diagnostics

Mindshop diagnostics allow advisors to have existing clients or prospects rate themselves against a series of questions about a specific topic. In a matter of minutes, the respondent is provided an indication of their strengths, weaknesses and areas to improve.

Mindshop’s 16 diagnostic tools can be embedded on your website to generate leads, deliver paid business health checks, shape conversations on difficult topics or collect group insights pre-workshop. Quick and easy to deploy either on a website or via direct links, the diagnostics are full of features:

  • Responsive design to work on PC’s or mobile phones
  • Clients or prospects answer a series of questions or statements (marking them strongly agree or disagree)
  • After the diagnostic is submitted, success factors are immediately displayed in red, yellow or green to signify areas of strength or weakness
  • Respondents can benchmark their results against global averages
  • Advisors can group team results together for an overall team average
  • See which questions relate to the top three areas of strength or weakness and all answers for a full debrief
  • If advisors have a client using Mindshop Online, those online members have their diagnostic results stored on the platform
  • For ease of access, advisors have the option to display multiple diagnostics on a single embedded page on their website

What online diagnostics are available?

  • Growth and Profit Solutions (GPS) Diagnostic. Try the diagnostic here.

  • Coaching Ability Diagnostic. Try the diagnostic here.

  • Change Success – Business Diagnostic. Try the diagnostic here.

  • Marketing Diagnostic. Try the diagnostic here.

  • Emotional Intelligence Diagnostic. Try the diagnostic here.

  • Listening Diagnostic. Try the diagnostic here.

  • Change Success – Personal Diagnostic

  • Leadership Diagnostic

  • Performance Enhancement Diagnostic

  • Family Business Diagnostic

  • Personal Resilience Diagnostic

  • Culture Diagnostic

  • Innovation Diagnostic

  • Sales Diagnostic

  • Survival Diagnostic

  • Life Balance Diagnostic

  • Profit / Efficiency Diagnostic

Build your own custom business health check diagnostics

Mindshop advisors can now create an unlimited amount of custom online advisory diagnostic tools to use with existing clients, prospects or workshop participants.

Use these powerful tools to discover key strengths and weaknesses on any topic and kick start a wide array of advisory discussions over and above the 16 prebuilt Mindshop diagnostics.

Embed these diagnostics on your website or send to clients using a direct link, they are a powerful tool any Mindshop advisor can easily set up and deploy.

Watch this 2 minute video to learn more about custom diagnostics.

3. Training

No time to upskill in new advisory capabilities? Mindshop believes that learning is a lifelong journey and understands different people learn in different ways and at varying paces. Acquire the capabilities you need ‘just-in-time’ with a wealth of online training courses coupled with world-wide face-to-face training events for a deeper understanding of how to implement advisory services in the field.

Training Workshops

Attend full-day, face-to-face training workshops three times per year in your region, featuring senior advisors sharing best practice, these practical workshops allow you to learn and apply new skills, working on your businesses strategy and plans in the session. Annual surveys of the global Mindshop community determine training day topics so they are highly relevant to immediate business needs for advisors.

Annual Conferences

Held in Europe, Asia Pacific and North America, our conferences cover two days of intensive learning and great networking (an additional nominal fee applies)

Online Training

Each Mindshop online training course has between 12-20 modules with videos, step-by-step guides, worksheets plus a final multiple-choice exam. Become a ‘Mindshop Accredited’, Mindshop’s quality stamp after completing 10 Mindshop courses. For more information about the Mindshop Accredition Program click here.


  • Advisory Fundamentals

  • Problem Solving Skills

  • Strategic Planning

  • Winning New Business as an Advisor


  • Change Success

  • Coaching & Developing People

  • Facilitation Skills

  • Growth Strategy

  • Leadership Development

  • Personal Growth

  • Personal Resilience

  • Pivot / Adapt

  • Profit Improvement

  • Project Team Implementation

  • Time Management

  • Sales


  • Business Intuition

  • Developing Strategy in Volatile Times

  • Entrepreneur Course

  • Lean Management

  • Mindshop Online High Performance Coaching

  • Sales Performance

  • Self Confidence

Each course has between 12-20 modules with videos, step-by-step guides, worksheets plus a final multiple-choice exam. Become ‘Mindshop Accredited’, Mindshop’s quality stamp after completing 10 Mindshop courses.

Quarterly ‘how to’ webinars

Our on demand webinars deliver 20-minute bursts of practical learning on hot advisory topics each quarter. Tap into the library of previous webinars to search for topics as needed.

4. Networking

Mindshop has spent over a quarter of a century building its diverse, global community of hundreds of independent coaches, specialists and advisors from professional service firms across 11 countries.

One of the most valuable elements of joining Mindshop will be collaborating with and learning from this high quality peer group, online and at our face-to-face events.

  1. Learn from and share ideas with specialists in sales, marketing, HR, family business, corporate finance, strategy, small business and accounting

  2. Create virtual teams to work jointly on projects. All the benefits of a large advisory group, with none of the downsides.

  3. Our core values promote a sharing environment where people are happy to reveal pricing examples, proposals, client insights, opportunities, what worked and what didn’t.

  4. A safe ‘no selling’ culture. There are no sponsors at any of our events for maximum networking and learning opportunities with the right quality of peers

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STEP 3: Leverage Mindshop Products

When you are ready to take your advisory business to the next level you have the option to continue to add on Mindshop products to gain greater leverage when building your high performance advisory business.

Mindshop Advisors

Add more advisors to the program.

Learn more

Mindshop Online

Leverage Mindshop technology to coach and train team members and clients.

Learn More

Growth Hubs

Run quarterly community networking and training with client groups.

Learn More
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