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.
Trevor Shakiba, CFP®, CRPC®, AAMS®, Private Wealth AdvisorAmeriprise Financial
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.
Lester Matlock, CFP®, CRPC®, Financial AdvisorAmeriprise Financial
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.
Bob Bonfiglio, CFP®, MBA, Private Wealth AdvisorAmeriprise Financial
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.
Michael Spears, CRPC®, APMA®, Financial AdvisorAmeriprise Financial
Take the first step toward growing your financial services practice – contact Dynamic Directions today!