What is Advisor Coaching?

A structured process-driven relationship between a trained professional coach and an individual or team which includes: personal assessment, practice assessment, examining values and motivation, developing a clear vision of the future, setting measurable goals, defining focused action plans and using validated behavioral change tools and techniques to assist you to develop competencies and remove blocks to achieve valuableand sustainable changes in your practice and personal life.

What Are You Looking For in a Coach? Click the play button to learn more.

Why does Advisor Coaching work?
It helps you clarify objectives and goals; aligns values, goals and actions; keeps you accountable; offers support; challenges; keeps you focused, reinforces changed behaviors; is the best of many disciplines. It’s based on validated techniques to change behavior.

Who works with our Transformation Guides?
Our niche is working with financial advisors. We typically work with the financial advisor who is also the owner of the business which leads to other one on one and group activities with the key team members of the business. Our clients typically are open minded successful financial advisors, future based thinkers, committed to practicing principle based decision making, action oriented, willing to commit to achieving goals, are coachable, want turbo growth in their practice, and have a positive bullish attitude.

What sets Dynamic Directions Apart?
Our Transformation Services are distinct for the following reasons:

• Credentials: our Transformation Guides have advanced personal and business training in coaching and related areas as Certified Master Coaches® with the Behavioral Coaching Institute. Dynamic Directions holds a strategic alliance with The Behavioral Coach Institute for ongoing support and continuing education. Some of our Transformation Guides are financial advisors who have blazed the path of success with their own practices. Some of our Transformation Guides have experience in specific areas of marketing, human resources, systemization and work flow, client service, and investment planning.
• Experience: our Transformation Guides have experience performing transformation within a variety of practices
• Level of Assignments: our Transformation Guides have experience working at the ownership and executive-leadership levels in small businesses
• Entrepreneurship: our Transformation Guides are experienced business owners and are considered leaders within their professional experience
• We Focus on Behavioral Change: Development of the game plan and the dynamic execution to follow through to the needed changes of behavior and desired practice results
• Leverage Proven Transformational Processes: We use scientific focus that create the conditions of sustainable change in mindset and behavior
• An alliance with the Behavioral Coaching Institute: The Behavioral Coaching Institute is considered an International leader in the areas of behavioral coaching

Who is a candidate for Transformation?
Our recent Transformation assignments are as varied as the following examples:

• Financial Advisors takes new direction with business and requires the creation, implementation and monitoring of a strategic plan
• Build and implement a Money Magnet Marketing Plan to duplicate the advisor’s Top Shelf Clients
• A financial advisor wants to increase the profitability of his practice by over serving the top 20% of existing clients
• A financial advisor seeks investment alternatives to improve overall positioning to move up market to attract more affluent clients
• Financial Advisor works to improves overall revenue and profits which requires assessment of current sales process and sales presentation
• Financial Advisor and team undergo assessments and training schedule for implementation of new sales systems and client presentations
• A financial advisor is having difficulty finding the balance between work and home roles
• A financial advisor and his team struggle with activity and time management issues. A process to uncover each team member’s strengths and weaknesses are initiated. Based on the results, key activities are realigned to increase productivity and efficiencies. Delegation and the principle of interdependence are applied for the advisors to focus only on key activities that he or she is passionate about that also generates greater profits
• A financial advisor desires to create and implement systems for their entire business operations to ensure the employee and client experience is dynamic, consistent and value added
• Development of business acumen and skills for decision making around day to day business operations and short to long range planning. Analyzing business data, trends, and projecting revenue and expenses
• Targeted skill-building assignments to improve a financial advisor’s performance in their present role (e.g., customer service, strategic planning, sales performance, affluent messaging)
• Developmental assignments focused to ‘round out’ and groom an individual for new areas of responsibility

Private Circle Benefits of Dynamic Directions

Dynamic Directions has many transformational programs to offer for groups, companies and individuals.

Private Circle Members must have a minimum of a One Year Transformational Engagement.

Private Circle Members will receive the following benefits:

• Unlimited access to Travis Chaney and Drew Watson by email
• Inclusion in the Exclusive Guest List for annual Gatherings at no cost to the member
• Special rates for team members and clients for Gatherings and other Dynamic Educational offerings
• Quarterly 60 minute tele-seminars on meaningful and relevant brain changing ideas
• Monthly mailings from Travis (current articles, books and relevant research)