LEGENDARY RESULTS START WITH LEGENDARY COLLABORATION

Join an Exclusive Mastermind Program for Industry Leaders

Transform your practice through the power of collaboration

Are you ready to accelerate your growth?

Do you refuse to settle for average results?

Wish you could collaborate with colleagues but don’t know where to start?

If you answered yes to any of these questions, here’s the good news:

D2’s Group Mastermind Program is here to help!

Welcome to D2 Group Mastermind Program

What is the Group Mastermind Program?

  • Targeted Small Groups: Exclusive sessions for Marketing, Operations, and AFAs.

  • Intimate Setting: Limited to 7 participants per group to ensure maximum engagement.

  • Consistent Schedule: Virtual sessions held every 6 weeks, utilizing the proven Rockefeller method for effective masterminding.

  • Purpose-Driven Meetings: Each session is focused, actionable, and driven by collaboration.

Register Now!

THREE POWERFUL GROUPS. ONE BOLD MISSION.

Marketing Leaders

  • Drive growth and innovation
  • Optimize client acquisition
  • Prove marketing ROI
  • Lead with cutting edge strategies

Operational Leaders

  • Streamline processes
  • Time Management
  • Task Management
  • Enhance performance
  • Efficiencies

AFAs

  • Build thriving practices
  • Accelerate client acquisition
  • Optimize ??
  • Drive sustainable growth

 

Advisor and Team Member Champions

Technology Assessments and Tools

Optional 1:1
Coaching Sesssions

HOW IT WORKS

THE POWER OF STRUCTURED EXCELLENCE

 

  • Small, focused groups of 7 participants
  • Virtual sessions every 6 weeks
  • Proven Rockefeller method framework
  • Action-oriented outcomes
  • Peer-tested solutions
One hanging energy saving light bulb glowing different standing out from unlit incandescent bulbs with reflection on green background, leadership and different creative idea concept. 3D rendering.

1:1 Coaching

Interested in going deeper than the group coaching format allows? Mark Colvin is available for 1:1 coaching sessions each month. These sessions will be customized to you, and you must go through the D2 Due Diligence process to find the custom fit of coaching.

Coaching Topics

Want a detailed list of what we’ll cover each month? Just click the button below to see the topic list!

Technology Coaching Topics

FAQS

Got questions? We’ve got answers!

How are the mastermind groups structured?

Each group is limited to 7 participants to ensure maximum engagement and value. Groups meet virtually every 6 weeks using the proven Rockefeller method for focused, results-driven sessions.

What is the Rockefeller method?

The Rockefeller method is a structured approach to mastermind sessions that includes three key components:

  • What’s Working: Share successes and proven strategies
  • Current Challenges: Present obstacles and receive group input
  • Bold Actions: Commit to specific next steps
Q: What is the time commitment?

Groups meet for 60-minutes every 6 weeks.

What if we need specific training information?

Ameriprise has many specific, step-by-step training videos on exactly how to set up the technology programs and structures in your practice. We’ll point you to those videos for specific questions. The role of the group coaching is to improve your workflows to make you more efficient and effective.

Can I go deeper than the group format allows?

We also have 1:1 coaching sessions available where Mark can work directly with you to improve your technology process. Contact us at [email protected] to learn more about this add-on.

When does the program start?

We’ll hold one webinar each month – you can join anytime. Once you register, you’ll receive Teams invitations to each webinar.

How do I sign up?

Click the green button below to go to our sign-up page to get started. You’ll automatically get two free months when you check out. (D2 comprehensive coaching clients email [email protected] for an additional discount.) If you want to add 1:1 sessions, click that checkbox, and we’ll be in touch to start our due diligence process.

What if I still have questions?

If you still have questions, email Mandy Abney or call the office at 270-663-7264 for more information.

INVEST IN YOUR TECHNOLOGY!

$49/Month

Sign up now!

WHAT OUR CLIENTS ARE SAYING

“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

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