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Transform your life and practice!

Turbo Growth: Be Bullish on Life Series for Financial Advisors

By Travis Chaney

Hardcover Book – $29.95 | Audio Book – $13.97

Proven Strategies to Create an Extraordinary Life and Financial Planning Practice

Have you forgotten your dreams and want to reclaim their influence in your life? Do you want to embrace change in your life—all encompassing change that blows out the barriers that have held you back personally and professionally?

Travis Ray Chaney’s book Turbo Growth: Proven Strategies to Create an Extraordinary life and Financial Planning Practice walks you through the Turbo Growth experience. Step by step, you will reintroduce yourself to buried dreams, create a Vision Board to express your life’s most cherished values, channel your passion and productivity and surround yourself with the right people.

You will learn the importance of mentors, gurus and coaches, realign your attitudes about money and avoid the traps of Unproductivitis and Open Loop Syndrome. Most importantly, you will witness how others have taken the Turbo Growth journey and experienced unparalleled transformation in their life and practice.

The 3 CEOS: The Three Most Important Roles Entrepreneurial Financial Advisors Play

By Travis Chaney

Hardcover Book – $29.95  |  Audio Book – $13.95

Take Your Business to New Heights

In his first book, Turbo Growth, Travis Chaney focused on how financial advisors should build their business.

In The 3 CEOs, he raises the stakes by challenging you to assume the three essential roles of entrepreneurial leadership as you take your business to new heights:

  • Chief Executive Officer
  • Cultural Excellence Officer
  • Client Experience Officer

The three CEOs model yields exponential results in the face of continual change and disruption. It will help you:

  • Build a framework of personal principles and beliefs
  • Translate those beliefs in a company culture based on your values
  • Position your business to provide a client experience that can’t be matched

The 3 CEOs will not only position you for success – it will put you well on your way to becoming a better spouse, parent, friend, and person. An extraordinary life is something you get by looking inward first. For many who have gone through this process, it’s been the greatest adventure imaginable.

WHAT OUR CLIENTS ARE SAYING

"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

“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

“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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