Private Wealth Advisor

Dan Gamm

Since he hired D2, Dan has almost doubled his total GDC and has more than doubled his assets under management. The real growth, though, is in Insurance, where he has experienced 773% growth thanks to his work with an insurance specialist. He now regularly produces six figures of Insurance GDC each year.

See Dan’s full case study here for more details on how he drove results with the help of D2.

Private Wealth Advisor 

Ed Poach

Before hiring D2, Ed ran his small practice with the mindset of an individual advisor even though his team included one other advisor and two support staff.

Fast forward after a few years of coaching from D2 and Ed has become a focused entrepreneur and transformational leader with an executive team. He has brought a partner into the practice and his team has increased to seven advisors and seven support staff, each with well-defined roles.

Ed’s total GDC has more than tripled as he has grown both organically and through mergers & acquisitions. As he applied intentional congruence to his life and practice, he also bought more commercial real estate to house his firm.

See Ed’s full case study here for more details on how he drove results with the help of D2.

Private Wealth Advisor

Jay Woerdeman

Before hiring D2, Jay had a small team (himself and three team members), but he thought and acted like a solo practitioner. He was focused on a lot of things, but not necessarily the right things – he needed help becoming a better leader and systematizing his practice so he and his team would be much more organized.

Dynamic Directions helped Jay solve for all of these problems. Led by D2, Jay put systems into place to better serve a growing practice. This paid off when he began experiencing improved organic growth (his financial planning fees increased significantly) and completed several practice acquisitions.

See Jay’s full case study here for more details on how he drove results with the help of D2.

Private Wealth Advisor

Jimmy Scotchie

Before hiring D2, Jimmy Scotchie was in a practice with his Dad as a partner. They had one support staff person and needed help building systems that would enable them to increase the engagement of their current clients, acquire more new clients, and offer an outstanding client experience.

With D2’s guidance, Jimmy eventually phased his Dad out of the practice and brought in his brother as an advisor. His full team includes three total advisors, five team members, and two consultants. As the team has grown, Jimmy has become a better leader and has focused on building a culture with the right team members.

See Jimmy’s full case study here for more details on how he drove results with the help of D2.

Private Wealth Advisor

Leah Burnett

Leah was a practicing advisor with a total team of three people. She wanted to grow (and grow big), but she needed guidance on how to make it happen.

D2 CEO Travis Chaney started with Leah’s mindset by challenging her to think differently in order to grow (rather than just looking at numbers). With the new mindset, she has brought on a partner, an executive team, and more support staff (including an investment specialist), growing to a total team of nine.

Along the way, she has purchased three practices, completed one merger, and done three partial sales to reduce clients who did not align with her mission.

See Leah’s full case study here for more details on how he drove results with the help of D2.

Private Wealth Advisor

Randy Perkins

Randy had a team of five total people when he first hired D2 in 2010, but he did not function as a true leader and CEO. He needed help developing his leadership and entrepreneurship skills and building the operations system and client experience to enable his practice to grow at an increased level.

Randy now has a business partner and an executive team – his practice includes nine total people along with a couple of interns. He has worked hard on becoming a better entrepreneur and leader with increased focus, and his numbers show the results of his work – his GDC is up more than 300% and his managed acount GDC is up almost 800%.

See Randy’s full case study here for more details on how he drove results with the help of D2.

Private Wealth Advisor

Scott Leibfried

Scott had a book with too many out-of-segment clients, no financial plans, low reoccurring revenue, and low return-on-assets. He and his partner, though sharing an office together, operated as “silos.” Scott wanted to transition from a “jack-of-all-trades” to the CEO of a finely-tuned business.

With D2’s help, Scott is turning goals into results. He has built a team that includes two minority-interest owners and has rebranded as StackStone™ Wealth.

See Scott’s full case study here for more details on how he drove results with the help of D2.