Katie specializes in creating engaging social media content, designing custom websites, building impactful drip marketing campaigns, and delivering the WOW! factor for all client events and special gifting. Katie is dedicated to helping advisors develop successful marketing campaigns that will produce tangible results with client acquisition.
Ryan Moore is a Financial Advisor and Registered Principal with more than 14 years of experience in the financial industry. He has grown from unlicensed staff to paraplanner to Financial Advisor managing hundreds of advisors including several large, complex team practices.
His knowledge and experience paired with Dynamic Directions’ resources translates to premium comprehensive coaching. Ryan specializes in practice management, team management and plan production.
CONTACT RYAN: 720-808-0017 or firstname.lastname@example.org.
Scott Leibfried is a Private Wealth Advisor, President and Managing Partner at StackStone Wealth and a Growth Coach with Dynamic Directions focusing on financial advisor practitioners located in the upper-Midwest part of the U.S.
Scott has been an advisor for more than twenty years and has led his practice to quadruple reoccurring revenue over the past eight years while maintaining high profit-margins with nearly seventeen percent annualized growth in his business valuation – built organically in one office. Scott has been ranked in the top two percent of advisors at his broker-dealer every year since 2007. In 2017, he was named to the Financial Time’s Top 400 Financial Advisor List.
Previously, Scott was nationally-ranked in top sales and sales-management for The Southwestern Company based in Nashville, TN. He was also the founding President for the University of Northern Iowa Chapter of Pi Sigma Epsilon, a national professional sales and marketing fraternity. Since its founding, the Northern Iowa Chapter has won numerous national awards for management and sales performance. Scott continues to give support as an accomplished alumni.
Scott is married to his first-wife, Laura, and they have two children – Mason and Gracie. Scott is an instrument-rated airplane pilot and enjoys flying his Cirrus SR22 for business and pleasure. He also enjoys snowmobiling in the mountains of Wyoming with his dad. Scott is a huge Chicago Cubs fan and cried tears of joy when they won the 2016 World Series.
CONTACT SCOTT: 563-599-1557 or email@example.com.
Terry Hinnendael is a Private Wealth Advisor with more than 35 years of experience in the financial industry.
Terry earned his BA from the University of Notre Dame. He qualified for his broker-dealer national conference in his first 12 months and presented at it. He has recruited and trained scores of advisors as district manager, moving on to branch manager, registered principal, and franchise consultant. His consultancy finished number one on the 2016 scorecard for his broker-dealer, and at their 2017 national conference, he received the outstanding leader award.
He has orchestrated over 19 successful practice transitions, and specializes in succession planning and achieving compliant mega-growth via scaling opportunities such as legal entities and mergers and acquisitions.
Terry has led advisor excursions to Dublin, London, Paris and Geneva. He is a producer-level investor in Broadway and West End musicals. He loves traveling, scuba diving, Ferraris, race tracks, helping orphans in Uganda (through BOSCO) and the following three quotes:
1) “As an entrepreneur, profit is like oxygen – you’ll die without it; but if you think all there is to life is breathing, you’ll miss a lot”
2) “The problem with winning the rat race is …. You’re still a rat.”
3) “Money is like manure. If you hoard it, it stinks. If you spread it around things grow!”
Terry and his wife of 40 years, Barb, live in Green Bay (Go Pack!) and have four children, two grandchildren and two Boxer pups.
CONTACT TERRY: 920-621-4157 or firstname.lastname@example.org.
Nancy Ainsworth is Vice President of Operations with Hinnendael Leadership and has more than 20 years’ experience in the financial industry. A former supervisor and manager, her primary areas of coaching and consulting include operations and accountability. She helps advisors stay focused on each project before moving on to the next as they continue their growth.
Nancy also specializes in coaching as a “change agent.” She believes that while change is easy, sustaining change is hard. As a trusted coach, she helps clients move from vision to habit in order to create lasting change.
CONTACT NANCY: 920-621-4157 or email@example.com.
Dave Berry is the Human Resources Specialist for Dynamic Directions. Dave has more than 35 years experience in plant management (union & non-union) and in the housing industry. He helps our clients with operational challenges, including but not limited to hiring personnel, performance review preparation and delivery, interviewing techniques and dealing with poor performance of staff.
You can reach Dave at 270-925-1094 or firstname.lastname@example.org.
With more than three decades in the financial industry, Sherrie English was one of the first women to reach $4 billion in sales. Now a business coach, Sherrie provides real world strategies to deal with real world challenges, helping you clarify your goals and untie the knots that keep you from achieving those goals. She is certified as a professional coach and in investment management, exit strategies, financial planning and energy leadership assessment.
Sherrie works with larger group and individual financial services practices which typically average around $1 million in GDC. She believes that when your goals, values and actions are in alignment, many of your frustrations will disappear. Sherrie designs a blueprint to align your beliefs and behaviors in way that produces results. Her wisdom born from experience, along with her ability to challenge you and hold you accountable, will change your business and life.
Sherrie is a mentor at NASDAQ’s Entrepreneurial Center and has facilitated workshops at NASDAQ, The University of Southern California, Texas Wall Street Women, Wells Fargo and Morgan Stanley. She has also been the feature speaker at National Association of Professional Women and the Conference of Executive Women of Texas Government.
To schedule a complimentary consultation with Sherrie, call her at 512-567-6671 or email her at email@example.com.
Mike has worked with financial advisors for more than 17 years, helping them uncover insurance and other opportunities to better meet the needs of their clients. He has experience working with multiple financial and product companies. He knows that for a financial plan to really work, it must include protection. Mike is part of an Ameriprise Private Wealth Practice in the Twin Cities of Minnesota.
BRINGING RESULTS TO YOUR PRACTICE
Mike uses his experience working with advisors who focus in the mass affluent marketplace to uncover opportunities, craft the best solutions using the best products available and close cases. His passion is in helping you bringing creative solutions to your clients.
His areas of focus include, but aren’t limited to:
- Basic Need vs Human Life Value Life Insurance
- Disability Insurance
- Long Term Care (in its various forms)
- Tax-Free Wealth Transfer
- Estate Planning
- Term vs Perm Insurance
GET EXPERIENCE ON YOUR SIDE
Mike is a closer. He knows the industry, the products and the strategies that meet client needs, but he also structures an approach for advisors to close cases. He anticipates client concerns and objections, and offers solutions that are in the client’s best interest and affordable within their finance plan. He can help you grow your insurance business so you can focus on helping your clients.
You can reach Michael at 952-449-6697 or firstname.lastname@example.org.
Jon Randall is a Certified Master Coach™ and Premier Franchise Consultant who hit #1 in GDC Growth on the FC Scorecard for the advisors he works with all over the country. The average GDC for the advisors he works with is more than $1.2 MM. He focuses on helping financial advisors get to where they want to go with their life and practice.
He has been in practice with Ameriprise as an advisor since 1999. Jon started in New York and later moved to North Carolina in 2004. While restarting his practice at that point, he became one of the most successful marketers within Ameriprise. Jon started consulting for advisors in 2003 and joined forces with Dynamic Directions in 2007.
Jon works with some of the top financial professionals in the industry. He is a national presenter at financial service industry conventions and workshops around the country. Financial advisors coached by Jon consistently grow at a significantly higher rate than the average advisor. His specialties in consulting are in the areas of marketing, investments, financial planning and practice management.
Jon’s book Attract More Clients, Better Clients is on sale now.
You can reach Jon at 270-663-7264 or email@example.com.
As Marketing Director, Ben coordinates strategic planning for marketing and communications efforts that deliver the Dynamic Directions message to our clients and prospective clients. He also oversees Dynamic Directions’ online presence and collaborates on other business planning and events.
Director of Wow and Events
As Director of Wow, Jacqueline is responsible for enhancing the client experience and providing the wow factor. She also works with clients to bring wow into their businesses, from branding your business to selecting the perfect gift. She plans and executes all Dynamic Directions events.
Client Concierge and Graphic Design Specialist
As D2’s Client Concierge, Jenny handles all client needs, including the primary responsibility of scheduling client calls. She also assists with marketing duties by providing graphic design services.
Client Service Coordinator
As D2’s Client Service Coordinator, Meghann’s primary responsibility is handling scheduling for our coaches and clients. She also provides administrative and operational support and is likely to answer the phone if you call D2!
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