Dynamic Directions helps you grow.

Our vision is to build an extraordinary life and practice for financial advisors.

Our mission is to help you double your revenue in three years or less with half the clients.

You just have to tell us what extraordinary means for you.

Confident business woman with her arms crossed.

The Power of Dynamic Directions: Transforming Financial Advisors Lives

  • We work with more than 450 advisors and practices
  • Our clients manage more than $177M in GDC annually
  • Their Book of Business is more than $22.5B
  • We feature 20 coaches and consultants
Meet the D2 Team

WHAT OUR CLIENTS ARE SAYING

"My decision-making skills have certainly increased over the past six months, and my optimism with where we are now as a team has not been this strong in a long time. I am grateful for the knowledge and experience."

- Paula Dougherty, Private Wealth Advisor
Springfield, MO

“The number one thing D2 has helped me with is accountability. They make me think about the solutions that are necessary for myself personally, and for my entire practice and for my team.

The results have been wonderful and the investment in D2 is one hundred percent worth it. 

- Ed Poach, Private Wealth Advisor, CEO, FORTIFY Private Wealth Management
Canonsburg, PA

“Working with Dynamic Directions has made a huge difference in our growth. We have become more focused on processes and how people fit into specific roles. It would be very difficult to achieve the results we have without their guidance. Most important is, they grow with us! That has been a key to our successful relationship.”

- Jay Woerdeman, Private Wealth Advisor, CEO, The Woerdeman Financial Group
Kingston, MA

“Our investment in coaching with D2 initially helped our team to appreciate our value to clients and to raise pricing and productivity while instilling the confidence to make strategic investments in staff and infrastructure to create a platform for growth.

Travis and the team have also been instrumental in working through staff challenges and offering a la carte advice to address growing pains and to make smart decisions around investments and practice acquisitions. 

- Randy Perkins, CFP®, CRPC™, Private Wealth Advisor, Perkins-London Wealth Advisors
East Meadow, NY

“My coaching relationship with D2 has help me think differently than before. By thinking differently, I have been able to drive exponential growth while keeping work-life balance intact.”

- Scott Leibfried, Private Wealth Advisor, CEO, StackStone Wealth

“Dynamic Directions has helped me grow my business and understand it better. They have helped me stay on the cutting edge so I continue to do things very few advisors are doing. It has evolved from a mentor/mentee relationship to friendships. I value it very much both on the professional side and the personal side. D2 has answers to almost everything, and they’re always available for you.”

- Dan Gamm, Private Wealth Advisor, President, TW Financial Group
Warwick, RI

Contact us

What’s the Right direction for You?

We help financial advisors build an extraordinary life and practice. Fill in the form below so we can find out what extraordinary means for you.

Name(Required)
Email(Required)