Success Stories

Testimonials

How has D2 not changed my life? My practice has more than quadrupled in production and assets! We are able to deeply impact our clients from a financial perspective but more importantly Christina and I are now able to give back to our church, university and community.

Travis and D2 listened to my needs and helped me establish a better plan for my practice, prioritize my goals and implement appropriate systems while holding me accountable to the dreams I had for my clients, my team and myself. I can say I am truly a happier person and more successful advisor as a result.

When you engage D2, you not only get the help of your coach, but also you will learn from all of the advisors in the D2 community. Travis and his team are masters at setting up events, joint calls and webinars that support best practice sharing to help you break through barriers in your practice. Some of my best friends in the company are part of this group. We have helped and supported each other in so many ways.

The transformation for myself, my team members and family has been tremendous. Change is never easy but the decision to hire Dynamic Directions was led by my deep desire for growth, which they have delivered on every level … everything they stated has come to life for me and my practice. I only regret not hiring them earlier.

Case Studies

 

Michael Hancock

Find out how Michael Hancock transformed his business with the help of Dynamic Directions.

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Michael Hancock

Lester Matlock

Learn how Lester Matlock reduced clients, doubled his GDC and continues to grow as a leader!

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Lester Matlock

Dan Gamm

Find out how Dan Gamm grew his Insurance GDC by almost 800% – and became a better entrepreneur!

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Dan Gamm

Bryan Grisak

See how D2 helped Bryan learn to manage his practice as it grew.

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Bryan Grisak

Jim Ritter

Find out how Jim learned to segment clients to better serve them.

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Jim Ritter

Jimmy Scotchie

Jimmy took his father’s practice to new heights with improved marketing.

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Jimmy Scotchie

 

Matt Granite

FInd out how Matt changed his business model to drive results!

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Matt Granite

Todd Bloom

Todd doubled his GDC by focusing on client segmentation and service.

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Todd Bloom

Mark Stone

Mark expanded his staff and partnered with other advisors to increase results!

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Mark Stone

Take the first step toward growing your financial services practice – contact Dynamic Directions today!