Share on X (Twitter)Share on LinkedInShare on Instagram

Join us for an In-Person Mindshop Advisor
Best Practice Workshop

  • In response to your feedback, we've transformed our traditional conference into a hands-on, two-day learning workshop exclusively for Mindshop Advisors, hosted at Withum, Houston Offices.
  • Facilitated by Mindshop Founder, Dr. Chris Mason, this high-impact workshop is designed to equip North American advisors with practical insights and proven frameworks to elevate coaching and advisory delivery.
  • This practical workshop explores best-practice structures, facilitation techniques, and powerful tools. You'll learn how to bring greater energy, authenticity, and time management into your sessions while leveraging Mindshop’s full suite of resources and AI-driven systems to streamline delivery and maximise impact.
  • Through live demonstrations, peer exercises, and real-world case studies, you'll refine your ability to solve client problems on the spot, deliver strategic visioning sessions, and commercialise your service lines with confidence. Walk away with a personalised plan, new pricing strategies, and fresh thinking to drive growth, deepen client relationships, and build a more scalable advisory model in 2025/2026 and beyond.

Workshop Details

  • Date: Monday 27 & Tuesday 28 October, 2025
  • Time: Day 1: 9:00am - 4:55pm. Day 2: 9:00am - 2:20pm
  • Venue: Withum - Houston Office, 5847 San Felipe St, Houston, TX.
  • Investment: $295 per Mindshop advisor.
    Includes morning tea & lunch each day plus a 3-course dinner and drinks on Monday 27th October.

Meet the Facilitator

Chris Mason founded Mindshop in 1994 and is the Chairman of the Mindshop Group of companies. 

Chris' role involves coaching senior people within the Mindshop Network, coordinating Mindshop's strategic direction and the development of business tools and processes. 

Workshop Program

  • Day 1
  • Foundations for Coaching & Delivery Success: Explore key frameworks, session structures & delivery tips, including how to build energy, authenticity and using AI for impact.
  • Leveraging Mindshop Resources: Hear practical how to's for transforming Mindshop from a digital tool to a central component of your advisory business to allow you to support more people, more effectively.
  • Ad Hoc Problem Solving Techniques: Insights and demonstrations for application of core foundational tools with hands-on scenario exercises and peer feedback so you can address any client or team issue.
  • Business Health Check Design and Delivery: Learn how you can leverage AI and templates to deliver impactful Business Health Checks and explore how to commercialize and embed them into client offerings.

    Day 2
  • Simple Strategy & Visioning: Participate in a simple strategy case study and practice delivering a strategic visioning exercise.
  • Pricing & Commercialization: Discuss pricing models, building an income matrix, and using diagnostic tools to drive value-based selling.
  • Project Planning & Opportunity Identification: Identify personal commercial opportunities and develop initial action plans.
  • Strategy to action: Refine your key actions, wrap-up and key insights,
  • Close

Dinner Event

King Ranch Texas Kitchen

Join fellow workshop attendees on Monday 27th October at King Ranch Texas Kitchen, a prime steakhouse in the Galleria, a short drive from Withum, Houston Offices. With a rich Texan history that dates back to 1847, King Ranch has been defining excellence for steakhouses in Houston for decades. Guests will enjoy a three course seated dinner and drinks.

Date: Monday 27 October
Time: 6:30pm
Address: 1605 Post Oak Blvd, Houston, TX 77056

CPE Information

Delivery Method: Group Live | Program Level: Basic | Prerequisites: None |

Advanced Preparation: None | Recommended CPE: 13 credits | Field of Study: Communication and Marketing | $295pp fee to attend

Mindshop International is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Cancellations prior to 26 September 2025 will be refunded however after this date, there will be no refunds issued. For more information regarding refund, complaint and program cancellation policies, please contact our offices at +61 3 8807 0163

Stay up to date with the latest information and don't forget to view our 2025 calendar.

2025 Advisor Events Calendar