From Sales to Service: Jackie Bradley is
Redefining Success in Financial Advice
Unleash Your True Value™
A Breaking Money Silence® Podcast
In this episode of the Unleash Your True Value podcast,I speak with Jackie Bradley, Practice Transformation Consultant of MindShift Financial Coaching and co-creator of the Financial Planning School.
Jackie shares her remarkable career journey – from her early days selling municipal bonds in a “money guys” culture to becoming one of the most respected “teaming coaches” in the financial services industry. Her story is a testament to the power of authenticity, reinvention, and courage to redefine what success looks like.
Together, Kathleen and Jackie break money silence around how advisors can move beyond product-driven sales and build practices that reflect their true value and serve clients in more meaningful ways.
Listen to this podcast and discover:
- The unique way Jackie was hired into the industry
- How she pivoted from sales to practice management
- Why Jackie started The Financial Planning School
- The impact of shifting your mindset from sales to service
- Why being authentic leads to greater professional fulfillment
Want to connect with Jackie? Here’s how:
Special Offer: 10% Tuition Discount
If you want to turn advice into revenue, Mindshift’s Financial Planning School is for you. Discover a proven system to confidently charge for planning without leaving product sales behind. For more information, schedule a free consultation with Jackie today or sign up here.
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