If you need help growing but you’re not ready to commit to individual coaching, a group program may be perfect for you. You’ll focus on a specific period of time, on a specific goal, with a group of other like-minded advisors, guided by some of the best coaches in the business.

Do you look at the results top advisors achieve and think, “I wish they could show me how they do that”?

You want to reach their level, but you don’t know how to increase your capacity, how to really drive referrals, how to recruit new advisors, how to build systems to support the growth.

What if you could hear directly from these advisors about how they achieved their massive growth?

What if they could show you how to do the same thing?

You don’t have to wonder anymore. The opportunity is here!

Our Group Courses

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Financial Advisor Group
Traditional Marketing

This course is designed to equip your group with the fundamental knowledge and skills necessary to develop effective traditional marketing strategies for your business. We cover the principles and concepts of traditional marketing, including market research, target audience segmentation, messaging and more!

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Financial Advisor Group
Digital Marketing

This course is designed to give your group with the knowledge and skills needed to develop and implement effective digital marketing strategies. You will learn how to utilize digital channels such as search engines, social media, email, and online advertising to promote products and services.

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Financial Advisor Group
Client Experience

The course will cover the principles and concepts of client experience, including customer journey mapping, client segmentation, and client feedback mechanisms. Deliver personalized experiences for your clients’ by learning how to identify and understand their needs, preferences, pain points, and more.

Not Sure if Group Coaching is Right for You?

If you don’t think group coaching will work for you, click here for individual coaching or here for self-study.


“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 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

“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

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