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SMOOTH SELLING: A PROVEN PROCESS TO DRIVE INCREDIBLE RESULTS 

You’re a financial advisor, but you don’t feel like one.

Your GDC is down and you haven’t landed a new client in weeks.

Even when a prospect does darken your door, you’re not sure how to start the conversation, and they usually don’t come back.  

You’re afraid to ask for more business and referrals from your existing clients.

You’re not hitting your goals.

You just don’t know where to turn.

And that’s just the beginning. You’re having trouble:

  • Getting prospects to respond
  • Closing the business
  • Generating good leads
  • Matching pricing with value
  • Connecting with the decision makers
  • Tracking prospects and knowing when to follow up 
  • Knowing what to say in networking situations
  • Getting your prayers answered from your “Spraying and Praying” marketing activities
  • Having enough new business in the pipeline
  • Staying focused on goals
  • Creating urgency for yourself, prospects and clients 

Or maybe you're building a team of advisors, but you are finding you don’t have enough time and energy to spend with your new advisors.  

They aren’t catching on as quickly as you would like, and their implementation ratio shows it. You are getting frustrated with the lack of coaching you are providing, and the lackluster results your advisors are achieving.

The good news? There is hope!

  • What if you could hear consistently from someone who has walked your path and come out on top?
  • What if you had access to experts who gave you the exact scripts they use to beat these challenges over and over? 
  • What if you had a circle of colleagues who could give you instant feedback, encouragement and inspiration? 

Our next session starts March 25, 2019!

At Dynamic Directions, we have heard thousands of financial advisors over the last two decades bemoan the same challenges you are facing.

Smooth Selling distills our collective wisdom into a methodology that enables you to engage prospects and clients so you can communicate advice in a genuine, organized and non-manipulative manner that serves their best interests.

Our sales coaching fosters a spirit of leadership, rather than just focusing on technique, and we facilitate the development of new and empowering behaviors, attitudes, and sales skills that lead to success. There is no silver bullet in sales, especially when it comes to giving professional financial planning advice.  

But we have built a toolbox filled with the exact tools that help you master the fundamentals of communicating and creating urgency with clients so they will take action to meet their goals. 

Here's how we set you up for success:

Monthly Webinars

Learn from Smooth Selling coaches and top advisors - including Barron's Top 1,200!

One-on-One Coaching

This is where the true work gets done - and we have the best coaches in the business.

Practical Exercises

Workbooks and exercises designed to put principles into practice.

Practice Analysis

Analysis and valuation designed to tell you how much your practice is worth.

Mastermind Groups

Share challenges and solutions with other advisors. (If participating in group program.)

GDC Boosters

Sales and marketing ideas to bring money in the door!

Resources and Reports

Videos, articles and more, plus accountability to keep you on target.

Live Workshops

Live events that will leave you inspired!

What You Will Learn

  • Understanding how Beliefs influence Behaviors and Results
  • Sales and communication philosophies
  • Creating urgency with yourself, prospects and clients
  • SMOKE Principles
  • Understanding your own “Why” and motivation
  • Scripting a vision for your practice
  • Setting specific goals that are yours – not someone else’s
  • Target and Harvest marketing approach
  • Developing niches to pursue
  • Identifying the Top Shelf Clients in your practice to duplicate 
  • Marketing strategies that work: Purple Teeth Marketing, Building a Referral Culture, Niche Marketing and more
  • How to leverage a Client Advocacy Board
  • How and who to ask for referrals
  • Conducting small intimate social events to duplicate your best clients
  • Matching pricing with value
  • Increasing your average financial planning fee
  • Increasing your financial planning engagements
  • Creating and delivering wow to your client base
  • Accountability with a bi-weekly scorecard
  • Becoming a leader
JOIN SMOOTH SELLING NOW!

Smooth Selling Coaches

Travis Chaney

CEO, Coach and Consultant (Learn more)

Sherrie English

Coach and Consultant (Learn More)

Kary Mangat

Coach and Consultant (Learn more)

Jon Randall

Coach and Consultant (Learn more)

Steve Lennick

Coach and Consultant (Learn more)

Smooth Selling Packages

Choose the level that works best for you:

S2 Value Package

  • Monthly topic webinars
  • Follow-up action items - participation and results scorecard
  • Workbook and tools by topic
  • Supporting videos
  • Articles and white papers
ENROLL NOW

S2 Gold Package

  • Monthly topic webinars
  • Follow-up action items - participation and results scorecard 
  • Workbook and tools by topic 
  • Supporting videos 
  • Articles and white papers 
  • Six virtual group mastermind sessions (if participating in group)
  • Practice analysis (your top opportunities)
  • Practice valuation estimate
  • D2 Live and D2 Think Tank (registration at 50% off)
  • Includes one person per practice. Additional participants receive reduced rate.

 S2 Platinum Package

  • Monthly topic webinars
  • Follow-up action items - participation and results scorecard 
  • Workbook and tools by topic 
  • Supporting videos 
  • Articles and white papers
  • Six virtual group mastermind sessions (if participating in group)
  • Practice analysis (your top opportunities)
  • Practice valuation estimate
  • D2 Live and D2 Think Tank complimentary registration ($1,798 value)
  • Access to Bullish on Business video series
  • Monthly individual coaching sessions (30-minute session per month)
  • Kick-off period coaching (two extra sessions in first 60 days)
  • Includes one person per practice. Additional participants receive reduced rate.

The Value package is an automated subscription series that will get you started. The Gold Package adds a mastermind group to keep your motivated, and the Platinum Package is packed with one-on-one sessions and requires an intense commitment to excellence. It’s fine if you’re not ready for that level yet – the two lower levels will give you a solid foundation to build on. 

Apply now - we kick off March 25!

Why D2?

Smooth Selling is a division of Dynamic Directions, an award-winning coaching and consulting firm specializing in building a better life and practice for financial advisors. We have been named Franchise Consultant of the Year by a leading broker-dealer three of the last six years, and we currently work with more than 75 practices across the country, including members of the Barron’s Top 1,200 Advisors and Forbes Top 200 Women Advisors.  

D2 coaches have already experienced highly successful careers in sales and sales management, and now use the D2 sales methodology in their mission to educate others on how to achieve success. The D2 sales education and performance improvement approach focuses on helping you drive revenue and grow long-term client relationships. 

Get Started Before Time Runs Out: 

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Here's how our registration process works:

1. For the Value and Gold Packages, just click the "Enroll Now" buttons above to purchase the course. For the Platinum Package, enter your email address below to receive a short assessment that will help identify whether you are a good fit for Smooth Selling.

2. Send your assessment in and complete a phone interview with a D2 Coach.

3. Jump into Smooth Selling!

What are you waiting for? Put your address in now:

Contact Us

  • 2708 New Hartford Rd, Owensboro, KY 423030
  • 270-663-7264

Learn More

Find out more about how Dynamic Directions can help build a better life and practice for you:

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