technology group coaching

Making your practice more efficient and effective

Are you overwhelmed at the thought of implementing better technology into your practice?

Frustrated with your current technology setup?

Tired of getting the wrong data from the wrong reports?

Wish you could be more efficient with technology but don’t know where to start?

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

D2’s Technology Coaching Group is here to pave a smooth technology path for you!

Welcome to D2 Technology Coaching!

Benefits include:

  • Finally getting the right technology setup for your practice
  • Implementing best practices for Box, E-Meeting, Salesforce, the Client Online Experience, and more
  • Increasing practice efficiencies
  • Reducing staff work load
  • Wowing clients with your service

One webinar each month – join anytime!

D2 TEchnology coaching includes:

A Dedicated Technology Coach (Mark Colvin)

12 Monthly Group Webinars (Replays available)

Best Practices for: Box, E-Meeting, Salesforce, Client Experience, more

 

Advisor and Team Member Champions

Technology Assessments and Tools

Optional 1:1
Coaching Sesssions

INVEST IN YOUR TECHNOLOGY!

$49/Month

Sign up now!

YOUR TECHNOLOGY COACH

Mark Colvin, CFP®, BFA™, CLU®, ChFC®, has practiced as a financial advisor for 25 years, growing his practice to $1.5M in GDC with two AFAs and five team members. As a National Consultant Trainer for Oakridge Training Center, he applied new technology to automate and systematize his practice, leading to his success.

Mark has developed technology strategies for practices ranging from solo practitioners to ensembles to small and large teams. He believes technology should be applied to solve individual practice needs, not used just because it’s new and exciting.

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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!

Who is D2 Technology Coaching for?

The technology coaching group is for anyone who deals with technology in your practice. This could be an advisor or an operations or marketing team member – anyone who deals with Box, Salesforce, E-meeting, etc.

What does the program include?

The D2 Technology Group Coaching program includes 12 monthly group webinars led by Mark Colvin, each focusing on a specific aspect of the technology process in your office. You’ll also have access to replays of each webinar. Every participant will also take a Technology Assessment at the beginning of the program to determine where they need to focus. Tools and templates will also be available throughout the program. 1:1 technology coaching will be available at an additional cost.

Is this a training program for beginners?

No. This group assumes you have a basic level of understanding of the technology your office uses. It is NOT an introductory, step-by-step guide on how to use each program. Mark is a consultant and trouble-shooter who will teach you more about the functionality of each program and will consult with you about best practices.

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, contact us at [email protected] or 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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