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Dynamic Directions Building a Better Life and Practice for Financial Advisors
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Financial Advisor Academy Pre-Work

The pre-work outlined below is foundational to the Academy and required for participation. Your completed work will be reviewed during the first small-group coaching session led by Mike Kendra. Please come prepared to engage in the discussion.

Dynamic Game Workbook/Guide

Dynamic Game Plan 

Vision Board

Your Why

Passion & Productivity Exercise

If you have questions about your pre-work, please email Mandy Abney or call the office at 270-663-7264.

At Dynamic Directions, we help you grow.

Our vision is to build an extraordinary life and practice for financial advisors. The best way we know to do that is to grow, so our mission is to help you double your GDC in three years or less with half the clients.

About

Our Team

Success Stories

Coaching

Individual Coaching

Group Coaching

Inner Circle Entrepreneur

Digital Marketing

D2DM Team

Online Courses

Acquisitions Advisory

Buying

Selling

Succession

Entity and Agreements

Resources

Articles

Videos

Store

Events

 

Dynamic Directions
2708 New Hartford Rd, Owensboro, Kentucky 42303
Call: 270-663-7264
Fax: 1-270-713-0290
Email Us:
[email protected]
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