You have created a thriving business, but what happens when you’re ready to move on to the next phase of your life?

It may be hard to imagine now, but a point will come when you’re ready to move on from your financial advisory practice, whether you’re retiring or pursuing another endeavor.

Ensuring your practice will last beyond your lifetime requires planning to recruit and train the next generation of advisors and business owners.

But how do you even start?

Acquisitions Advisory (A2) will guide you to create

A Specialized succession plan that will help to ensure your legacy

Whether the transition is planned or unexpected, we want to help you protect that legacy.

If you’re retiring, the transition will be smooth because you prepared in advance.

In the event of sudden illness or tragedy, everyone around you will know what to do because they can follow the plan.

Does your succession plan include the following:

  • Are you recruiting and training the next generation of advisors?
  • If not, how will you find the right advisor to take over your practice?
  • Have you determined the value of your practice?
  • Does your plan include specific strategies to protect that value?

Having a succession plan in place will give you and your team priceless peace of mind.

Just fill in the contact form below to start building your plan!


“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

“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

“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

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What’s the Right direction for You?

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