Coaching works because sometimes you don’t. You can have all the want-to in the world, but you need an experienced guide who is skilled at helping you develop a plan for needed change and growth and then support the execution of that plan.

A coach will hold you accountable and help drive you to results you wouldn’t have achieved on your own.

Continuing to do the same things that got you to where you are today will not take you to the next level. If you want to grow into a more successful advisor, you need to expand your skills in business and leadership.

Are you facing these kinds of challenges?

  • Initiating and leading change
  • Attracting the right type of clients
  • Charging appropriately for your services
  • Building the team and infrastructure to support your growth
  • Growing through acquisitions
  • Expanding your digital footprint

All these problems have solutions – individual coaching ensures you don’t have to find them on your own.



  • Client Acquisition
  • Revenue Growth
  • Marketing
  • Digital Marketing
  • Mergers and Acquisitions
  • Investments
  • Referrals
  • Insurance
  • AUM


  • Recruiting
  • Human Resources
  • Hiring
  • Accounting Consulting
  • Process Improvement
  • Agreements


  • Culture
  • Mindset
  • Business Planning
  • Entrepreneurship
  • Developing Team Members
  • Transformational Leadership
  • Team Management
  • Junior Advisor Coaching


  • Value Interpretation
  • Financial Planning
  • Developing Wow
  • Client Segmentation
  • Client Advocacy Board
  • Client Experience
  • Timeline


“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

“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

“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


Our due diligence process will help us both determine if we’re a good fit for each other. Follow the steps below to start the process. We look forward to learning more about you!

How it Works

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Step 1

So you’re interested in hiring D2

Fantastic! Here’s how the process works.

Step 2

Mini-Practice Analysis

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Step 3

Are you coachable?

Answer these questions to see if you match the top characteristics of D2 clients.

Step 4

Set an appointment

Let’s talk. Set up a complimentary consultation to tell us what extraordinary means for you.

Step 5

D2 Application and Assessment

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