What We Offer

Coaching

Think it sounds too good to be true to double your GDC in three years or less with half the clients? It's entirely possible, if you follow the lead of the coaches at D2. We will help you transform your practice so you can build the life you want.

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Events

Our live events set us apart! Every year, we put on several events with interactive learning, lots of time with fellow successful advisors and a ton of energy, inspiration and fun. Jump start your momentum with our community and keep building at home.

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Resources

Visit our Resources page to find advice on motivating your team, entrepreneurship, investments, being a CEO, building client service models and so much more. We are overflowing with practice, results-based resources that will take you to the next level.

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How has D2 not changed my life? My practice has more than quadrupled in production and assets! We are able to deeply impact our clients from a financial perspective but more importantly Christina and I are now able to give back to our church, university and community.

Trevor Shakiba
Trevor ShakibaCFP®, CRPC®, AAMS®, Private Wealth Advisor

OUR TEAM