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2. Growth Mindset
Definition
• Advisor operates from a growth mindset, whereby she/he understands the importance of
continually expanding their client base and revenues associated with their book of business.
• He/she describes the importance of internal motivation and has focused on understanding their
“why” – their life’s internal motivations.
Success Factors
• Drive, Discipline, Work Ethic
• Sales Growth Mindset
• Continuous Learning & Development
• Turning Setbacks into Growth & Fuel
3. Growth Mindset
Introduction
• Best Practitioners agree that a growth mindset is critical to growing a book and staying
resilient.
• The ability to absorb challenges, failures, setbacks and emotional “ups and downs” and turn
them all into fuel for growth are a critical part of sustaining success as an Advisor.
• In order to maintain the level of engagement and excellence need to grow your book over time,
you need to cultivate your Growth Mindset.
Focus Areas
• Growth Mindset
• Grit
• Habits
• Discipline
5. GROWTH FIXED
1. Believes intelligence and
talents can be developed
2. Believes effort is the path to
mastery
3. Believes mistakes are part of
learning
4. Views failure as an opportunity
5. Embraces challenges
6. Welcomes feedback
7. View other’s success as
inspiration
1. Believes intelligence and talent
are fixed.
2. Believes effort is fruitless
3. Believes failures define who
they are
4. Hides flaws
5. Avoids challenges
6. Ignores feedback
7. Views feedback as a personal
criticism
8. Feels threatened by other’s
success
6. GROWTH MINDSET VIDEO
1. Watch this video from Carol Dweck (10:13). It’s aimed at the
development of kids – but you’ll easily see connections to your
own life and role here at PCIA.
2. Complete the Survey questions on the next page.
7. GROWTH MINDSET - SURVEY
1. Where do you receive a grade of “not yet”? List 2-3 areas you’re on a learning curve that are
most relevant to your success at PCIA over the next 12 months?
2. Where are you running from difficulty?
3. Process praise – list a “process praise” statement you would give yourself on these areas:
1. Effort:
2. Strategy:
3. Improvement:
4. Where do I still need to step out of my comfort zone? What does Dweck say happens to our
brains when we do?
5. Other insights or take-aways from this video?
8. Where will I step outside my
Comfort Zone this week?
1.
10. GRIT VIDEO
1. Watch this video overviewing Angela Duckworth’s work on grit.
(6:17).
2. Take this grit assessment. It’s a data point to draw from. Hold it
loosely.
3. Complete the Survey questions on the next page.
11. GRIT – SURVEY QUESTIONS
1. Do you value talent or effort more?
2. What fascinates you about your current role?
3. What’s your strategy for daily improvement?
4. What’s your driving purpose? What keeps you going?
5. What new skills do you need to develop over the next 12 months?
6. What was your grit score? Did that surprise you? Any insights?
13. HABITS VIDEO
1. Watch this video from James Clear on habits. (8:03). He’s the
author of the book, Atomic Habits.
2. Complete the Survey questions on the next page.
3. Extra credit: If you’re really wildin’, check out this idea of WOOP.
The science says “thinking positively” prevents us from achieving
the results we want – because we fail to plan for the struggle.
14. HABITS – SURVEY QUESTIONS
1. What is a habit you’re trying to develop in your professional life?
2. What’s the “implementation intention” you’ll use to help install it? (When/where/how)
3. How can you set up your environment to support the actions you want to take?
4. How can you make it easy to start your habit each day/week, etc?
5. What’s 1 way you can reward yourself for acting on your new habit?
6. Actions provide evidence – they’re votes in favor of who you want to become. Who do you
want to become? What actions support that? How can you make them habits?
16. DISCIPLINE VIDEO
1. Watch this video from Jocko Willink on motivation and discipline.
(19:03).
2. Complete the Survey questions on the next page.
17. DISCIPLINE – SURVEY QUESTIONS
1. Motive. What’s your motive? Your WHY behind why you’re doing this job? Why behind your
success? What’s your motive?
2. “Success and failure are slow processes.” Where can you give away or make up ground
every day? What do you need to be paying attention to daily?
3. Where are you making excuses? Are you believing lies that are limiting you?
4. “Stop looking for a shortcut and go find an alarm clock.” Where do you need to stop looking
for a shortcut and just go get it done?
5. What part of this role will take discipline for you?
18. Mentor Meeting and Discussion Questions
Meet with your mentor or an experienced Advisor and use the Discussion
Questions below to get insights about how they effectively manage time.
1. What are the most relevant skills I need to learn in the next 12 months?
2. What are the daily activities you are committed to that have lead to your success? How have
have those changed over the years?
3. Have you ever wanted to quit? How did you work through it? What are the ways you deal with
deal with discouragement in this role?
4. What’s been most helpful to you – to spark your imagination – to help grow your business?
business? Where do you find inspiration?
5. Who pushes you now? Who challenges you? What does that process look like?
19. Mentor Meeting - SURVEY
1. What new insights did you gain from your Mentor discussion regarding growth mindset?
20. 20
Action Development Plan
1. What specific results do you want to achieve?
2. How exactly will you measure your improvement toward your goals?
3. What specific changes can you make in your behavior to help you achieve your goals?
4. What support and accountability do you need to help you in making those changes?
5. What are the consequences of not achieving your goal, and what will happen if you do?
6. Do you have the knowledge and skills to make the necessary changes?
7. Do you have the encouragement of your peers, family and friends?
8. Do you need help to make the necessary changes?
9. What is the incentive to making these changes?
10. What can you change in your physical space / environment / surroundings to make the
desired behaviors easier?
21. 21
Growth Mindset – BUSINESS PLAN
For your Business Plan slides, there are no “rules” other than they need to be in PowerPoint
format.
On this page, you should create a draft slide which you will be updating throughout the program
as you gain insight and receive feedback.
You will be presenting your final Business Plan at the final workshop in late 2020.
For this slide, think about your Growth Mindset goals. Think about what specific and measurable
actions you need to take to achieve those goals.
How will you cultivate a growth mindset, grit, habits, and discipline to propel your
success?
Use the Action Development Plan on the previous slide to help guide your thinking.
Delete this text and build your draft slide on this page.