Client Testimonials

“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. As an easily distracted CEO and practitioner, the added focus and accountability are another bonus from our work together.”

Randy Perkins
Private Wealth Advisor
Perkins-London Wealth Advisors | East Meadow, NY

“I wholeheartedly and enthusiastically recommend D2 coaching services. Their unparalleled expertise, unwavering support, and transformative impact on our business systems and processes make than an absolute must for any organization seeking outstanding results. Our achievement of $58 million in net flows and the addition of over 170 new clients stand as a testament to their exceptional capabilities. Highly, highly recommend.”

Sarah Hennigar
Associate Financial Advisor
Joshual Denning & Associates | Fort Madison, IA

“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
TW Financial Group | Warwick, RI

Scott Leibfried
Private Wealth Advisor
StackStone Wealth | Dubuque, IA

“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
Achieve Private Wealth | Springfield, MO

“Not only has Travis become a source that I rely on to make difficult decisions, celebrate successes and keep me focused on where my time is best utilized, his team of competent and caring coaches have guided both my operations leader and my AFAs to a more successful path. I could not have done this without D2.”

Leah Burnett
Private Wealth Advisor
Aurora Wealth Advisors | San Diego, CA

“Coaching has helped me step back and take an honest look at myself—my strengths, weaknesses, and how I think. That self-awareness gave me a boost in confidence and made me more intentional with my time.

I’ve learned how to not just market my business, but market myself. D2 helped me develop strategic, purposeful ways to build strong relationships in my community and understand what truly motivates prospective clients.

Bottom line: I’m operating at a higher level—with more clarity, confidence, and connection.”

Greg Johns
Financial Advisor
StackStone Wealth | Dubuque, IA

I couldn’t have done this without D2. I wouldn’t be ready to acquire and grow in the way that I am without Sherrie and Travis. I would recommend them to anyone who wants to grow their business.

Tim Corkum Fifield
Private Wealth Advisor
Tuck Point Financial Group | Wakefield, MA

“Last year, I had to take 14 weeks off—and I have two little kids at home. Despite all that, I’m already up 62% this year. Everything feels more attainable now. I feel confident, capable, and in control—not just in my business, but at home too.

Working with Sherrie has been tremendous. I’m so grateful.”

Caitlin Kerswell
Financial Advisor
Crestpoint Financial Group | Worcester, MA

“I am averaging a new planning client each week, up 47% in GDC Y/Y, up 416% in inflows, brought in a $2MM account this week.  When I look at my pipeline, I know that number are going to jump substantially even from here.

The main things that made the difference was when we restructured my mindset around the difference between something that is “expensive” and when something is an “an investment” in me and my business.

I now have a structure that serves me.  I feel more confident in my process and what I’m doing. I’m at a 99% conversion ratio because I’ve clarified who I work with.  I know the value I provide and who that value is made for, which makes for an easy conversation of how I help the client with their pain point, because I know what the pain point is of the people that are supposed to be mine. Basically if I meet with them, they will become a client unless I  tell them no. There is such a joy of being able to share this with a group of women who understand. I love that these are MY numbers, not anyone else’s.  This has been fun.

Kelly Bays
Private Wealth Advisor
LifeBranch Wealth Partners| North Barrington, IL