Mindshift Financial Coaching

Education · Pennsylvania, United States · 1-10 Employees

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Overview

Headquarters

1515 Aidenn Lair Rd Ste 100, Ambler, Pen...

Phone Number

(215) 806-4044

Revenue

<$5 Million

Industry

Education Training Business Services Project Management
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Mindshift Financial Coaching

Mindshift Financial Coaching provides coaching and training programs for high-impact financial advisors looking to increase profits while working less. Their services include a proven roadmap to shift businesses towards charging for ongoing financial advice, ensuring clients experience exponential growth without additional workload. Designed by financial advisors, Mindshift offers programs for financial advisors, new advisor bootcamps, and practice growth by design, assisting clients in modernizing their advising and selling methods for long-term success and client satisfaction.Explore more
Mindshift Financial Coaching's Social MediaPopular SearchesMindshift Financial Coaching LLCMindshift Financial CoachingSIC Code 82,829NAICS Code 61,611Show more

Mindshift Financial Coaching Org Chart

PhoneEmail
SK
United States flag for contact location.

Financial Advisor

PhoneEmail
MD
United States flag for contact location.

Transformation Advisor & Coach

PhoneEmail

PhoneEmail
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Compare insights from companies similar to Mindshift Financial Coaching, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Mindshift Financial Coach...

<$5M
1-10
Private
-
2018
SK
Steven KaplanFinancial Advisor
$8.6M
11-50
Private
-
2010
MG
Michael GoodwinFounding Partner
$5.8M
1-10
Private
<$5M
2013
MG
Michelle GagnonSenior Manager, Client Services & Operations
<$5M
1-10
Private
-
1993
EM
Elizabeth McClellanManager, Client Communications
<$5M
1-10
Private
-
2009
Casey O'Leary, President at Trinity Wealth Management
Casey O'LearyPresident
<$5M
1-10
Private
-
2014
<$5M
1-10
Private
-
2007
KS
Kristin SullivanOwner and Contract Manager
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Company Profile Activity

i

Among all Education companies

Low Activity

High Activity

Activity Insights

Mindshift Financial Coaching is experiencing very low activity levels compared to other companies in the Education sector.

What does this means?

Mindshift Financial Coaching is drawing exceptional interest within the Education industry, suggesting notable developments or strong market momentum, learn more about Mindshift Financial Coaching.

Mindshift Financial Coaching Tech Stack

A closer look at the technologies used by Mindshift Financial Coaching

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Frequently Asked Questions Regarding Mindshift Financial Coaching

What is Mindshift Financial Coaching's official website?
Mindshift Financial Coaching's official website is www.mindshiftfinancialcoaching.com
What is Mindshift Financial Coaching's Revenue?
Mindshift Financial Coaching's revenue is <$5 Million
What is Mindshift Financial Coaching's SIC code?
Mindshift Financial Coaching's SIC: 82,829
What is Mindshift Financial Coaching's NAICS code?
Mindshift Financial Coaching's NAICS: 61,611
How many employees does Mindshift Financial Coaching have?
Mindshift Financial Coaching has 1-10 employees
What industry does Mindshift Financial Coaching belong to?
Mindshift Financial Coaching is in the industry of: Education, Training, Business Services
What is Mindshift Financial Coaching competition?
Mindshift Financial Coaching top competitors include: Casco Bay Wealth Advisors, Sterling Total Wealth Solutions, KMR Wealth Advisory, Sullivan Financial Planning
What technology does Mindshift Financial Coaching use?
Some of the popular technologies that Mindshift Financial Coaching uses are: WordPress.org, PHP, ONTRAPORT, Google Cloud Web Serving
How do I contact Mindshift Financial Coaching?
Mindshift Financial Coaching contact info: Phone number: (215) 806-4044 Website: www.mindshiftfinancialcoaching.com
What does Mindshift Financial Coaching do?

Mindshift Financial Coaching provides coaching and training programs for high-impact financial advisors looking to increase profits while working less. Their services include a proven roadmap to shift businesses towards charging for ongoing financial advice, ensuring clients experience exponential growth without additional workload. Designed by fin... ancial advisors, Mindshift offers programs for financial advisors, new advisor bootcamps, and practice growth by design, assisting clients in modernizing their advising and selling methods for long-term success and client satisfaction.Read More

What are Mindshift Financial Coaching social media links?
Mindshift Financial Coaching Linkedin page
Is Mindshift Financial Coaching a public company?
Mindshift Financial Coaching is private company therefore does not currently have an official ticker symbol
See more information about Mindshift Financial Coaching

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