AFA Rapid GDC Growth Program

Designed to increase GDC and ramp up client acquisition, this program includes several groups starting at various times throughout the year. We are limited to eight AFAs in each group. The program is led by Kary Mangat, D2’s Coach, Consultant and Transformation Guide.

Group Programming – Includes nine monthly group training webinars and follow-ups on key aspects of how to grow your GDC. Led by award-winning advisors and coaches, sessions include:

  • Goal Setting and Tracking
  • Marketing and Referrals
  • Financial Planning (Part 1) (with Bob Bonfiglio)
  • Financial Planning (Part 2)
  • Target and Harvest Marketing
  • Professional Alliances (with Greg Mullaney)
  • Life and LTC Insurance
  • Beating the Competition on Rollovers (with Drew Watson)
  • Leadership

The group will also meet separately for several mastermind sessions to help each other find solutions to their challenges.

1:1 Sessions and Bi-Weekly Reporting – Each AFA will receive monthly 30-minute one-on-one sessions with Kary to check on goal and action item progress. AFAs will also complete a bi-weekly report listing their key activities and statistics related to driving their goals.

More Info

To Register – Our next group starts October 2, 2017.  To begin the registration process, contact Kary Mangat at 732-319-9719 or kary@dynamicdirections-d2.com.

You will fill out an application and SWOT analysis as part of your application:

Kary was great at helping me focus on what is important to drive growth and supplying me with the knowledge needed to get there.

Charlene Thibeault
Charlene ThibeaultRise Private Wealth Management
Charlene’s results: Dec. 2015 Dec. 2016 Growth
GDC $333,210 $462,487 +38.7%
Plan Counts 72 92 +27.7%
Advisory Fees $82,625 $108,514 +43.4%
Managed Counts $14.8M $15.4M +8.9%
AUM $37.5M $40.1M +6.9%