"I had reached a point where I knew I had to transform my practice. I committed fully to change and Travis held me accountable through his weekly coaching and consulting. The results are great-we are up100% in year-over-year Total GDC."
Derek Eldridge CRPC®
Financial Advisor
Freehold, NJ
"Participating in the Dynamic Directions Program was a major decision. However, results were immediate. By causing me to focus on 'what is important to me', I was able to make some major decisions that I had been procrastinating about. Like any changes in one's life, 'the road' can be bumpy with uncertainties and distractions. My Transformation Guide provides guidance and helps me stay focused. I am not where I want to be yet--but definitely can see great progress thus far! As he often reminds me, 'a mind once stretched never returns to its former size.'"
Dennis Blair, CFP®
Financial Advisor
Muncie, IN
"Travis has unique wisdom and skill. He understands all aspects critical to being a successful advisor and goes beyond the numbers to help you focus on your individual needs as a person. He has helped me expand my belief and accomplish more than I ever thought possible."
Daniel J. Mannen, CFP ®, CRPC®
Financial Advisor
Midlothian, VA
Doug is up over 60% in total revenue after one year with Dynamic Directions!
"Prior to working with Dynamic Directions, my business had stagnated for the last three years. It was more and more a struggle to bring on new clients. I wasn't satisfied with the way my staff relationships were working out. And I was looking for a new direction."
Doug Wilks, CFP ®
Financial Advisor
Bellville, IL
"Many people have trainers, coaches or mentors, but few have someone with the integrity of Travis Chaney. I have seen him work with several individuals over time and one thing is certain... Travis cares; he genuinely cares. I believe this is what sets Travis apart from other coaches. Rarely do you see someone who cares about the person, along with the result. I think so highly of Travis' coaching because he's an empathetic leader who knows how trust and accountability can synergize to create dramatic results."
Steve Mattus
Mid America Market Group
Evansville, IN
"After working with Travis, one thing he told me that was very important, is that I was a very left brain person. I suffered from analysis-paralysis. Being an ex-engineer, I dealt in numbers, and I thought that was what people wanted to know."
David A. Thomas
Financial Advisor
Madisonville, KY
Dear Dynamic Directions: "Knowing what your strengths may be, and utilizing them in my career were worlds apart for me, prior to joining the Dynamic Directions team. After 20 years in the financial services industry, I woke up to find that walking in step with the masses of my profession had led me away from my passions. I no longer believed I was making a difference in people’s lives. My personal values were running at cross purposes with systems I saw built on money and self interest. I felt fenced in.
The Dynamic Directions program reminded me that greatness seldom walks in step with the crowd. Whenever I feel fenced in now, my coach is there, showing me the gate. My influence has grown exponentially with my clients, and they are amazed at the change in my practice. For anyone wondering if there is a better way, I would encourage you to consider the Dynamic Directions program."
Robert Lunsford, CFP®
Financial Advisor
Muncie, IN
"Travis helped me improve how I run my financial planning practice with dramatic results from 245K in GDC to $600K in three years! We are taking those principles to the advisors in the branch with much success. Travis has a strong ability to analyze the situation and apply the right solution."
Michael Lloyd, CFP®
Branch Manager
and Financial Advisor
Indianapolis, IN
After learning how to separate himself from the competition, Dave’s revenue increased 86% over a two year period!
"My buisiness before I got involved with Dynamic Directions was like every other business in this financial planning industry. In that, we were doing everything that everybody else was doing. "
David Rodebaugh, CFP®
Financial Advisor
Indianapolis, IN
..."I was very fortunate to have the opportunity to bring Travis to the New Jersey Market Group to provide consulting services on both an individual and group workshop level. I expect to see an average YOY lift of 50% in business results from the 7 advisors that Travis works closely with in a 1 on 1 relationship."
Thomas M. North II, CFP®, ChFC®
New Jersey Market Group
Paramus, NJ
“I was going through some struggle and tough times when I met Travis. I was in a very tough place. I had lost my sense of joy and happiness in my practice, and to some extent, in my life. There was a waning of confidence in what I was about as an Advisor. By listening well and asking gentle, probing questions, Travis was able to help me see, again, what tremendous gifts I do bring to the table and what great things I can do for folks. Now, I have a sense of confidence about myself as an Advisor and a Human Being again.”
Dan Mannen, CFP®, CRPC®
Financial Advisor
Midlothian, VA
