
Jacqueline Bradley
Co-founder & practice transformation coach at MindShift Financial Coaching, helping financial advisors shift to fee-based financial planning; known as "Jaclyn" or "Jackie" Bradley.
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Sep 15, 2026
404: Planning Fees, AUM & the Question Every Advisor Is Asking
10:10
10:35
10:42

Jacqueline BradleyGUEST
Do you know anyone who has done it, who's done it successfully, uh, who charge ongoing, who, um, have been able to go back to existing clients and, uh, convert some of those clients to this model? And I would say, "You know what? Yes, I do.

Jacqueline BradleyGUEST
It's one of my favorite things to do." So Ben, being a, a good friend and colleague, said sure.

Jacqueline BradleyGUEST
About after the 10th call, he said, um, "Jac, I'll do anything for you." But n- an advisor at this level, or any advisor for that matter, is not gonna make this change because they had a h- half an hour phone call with Ben.
46 MINS LATER
L
57:11Libby GreiweHOST
So for people listening, where can they find out more about MindShift, ab- about your fee-based planning course and cohorts, where can we find you online?