Financial Advisor Academy
The D2 Financial Advisor Academy was built to develop the next generation of elite advisors through a structured 12-month journey designed by top producers, not corporate trainers. This is a blueprint for real-world performance combining mindset, sales mastery, and entrepreneurial thinking to help advisors rise from good to elite.
Why it exists
Let’s be honest—our industry has gaps no one’s fixing. Most advisors were taught how to plan, but not how to sell. They’ve had mentorship, but not mastery. They can manage money, but leading people takes skills no one is teaching. Many want to grow but don’t have a model to follow, craving the structure and real-world guidance that only those who’ve been in the trenches can provide.
Franchise owners feel the pain just as much. Advisors often lack sales discipline and initiative, forcing owners to spend more time managing than leading. Profitability suffers when advisors don’t think like business owners, and growth stalls when teams can’t close confidently.
The result? Frustration, burnout, and untapped potential on both sides. The Academy exists to fix that.
The Academy Builders
Drew Watson
Private Wealth Advisor | Align Wealth Management
Barron’s Top 1200 Advisor (#1 in KY two years in a row), 20 plus year CAC Advisor winner, a new money magnet for his practice with massive inflows from an affluent client base of 294 millionaires while leading a team of 27 members in 6 different locations.
Scott Leibfried
Private Wealth Advisor | StackStone Wealth
Barron’s Top 1200 Advisor, multiple year CAC Advisor qualifier and practice acquisition specialist who excels at developing a team of 24 in four different locations while working with a small affluent client base.
Travis Chaney
Chief Executive Officer | Dynamic Directions
Has either personally won or coached the Franchise Consultant of the Year 7 times, coaches 45 Forbes Best In State Practices, is a founding partner in a Barron’s Top 1200 financial planning practice, owns multiple businesses (social media, financial planning, consulting, digital news services, and song publishing), and has delivered over 30,000 coaching sessions in his career.
Mike Kendra
Coach and Consultant | Dynamic Directions
Coach and Consultant at D2
Owner/CEO FP Solutions RI
Former officer in the U.S. Army
Sherrie English
Chief Coaching Officer | Dynamic Directions
is a former top financial advisor that once landed a $200M client, leads the D2 women’s group coaching (FIRE) and is the Chief Coaching Officer for D2
The Academy Difference
Unlike corporate-run programs led by managers or mediocre producers, our Academy is taught by real advisors — Barron’s Top 1200 Advisors, Forbes Best-In-State Advisors, and top 1% producers who have achieved elite success.
Your Title Goes Here
Mindset & Emotional Intelligence
Build awareness, resilience, and influence so you perform under pressure, lead yourself before leading others, and drive confidence in every room you enter.
Sales Mastery
Ask better questions, listen actively, and close with confidence so you convert more opportunities, deepen trust faster, and consistently move clients to decisive action.
Entrepreneurial Thinking
Learn the economics of advisory success and run it like a business so you understand the numbers behind growth, protect profitability, and think like an owner, not an employee.
Client Experience Excellence
Deliver WOW moments that create advocacy and loyalty so your clients become fans, your referrals multiply, and your reputation becomes your best marketing.