For nine years, Mike served as Operations Manager for a Top 25-producing practice at Ameriprise. The practice showed explosive growth over 3.5 years in GDC (+194%), Planning Fees (+398%), Financial Planning Engagements (+345%), Acquired Clients (+100%), Assets Under Management (+51%) and Managed Account GDC (+51%).
Mike joined Dynamic Directions in 2016 as a Transformation Guide specializing in practice management, operations, recruiting and marketing. His success at the highest levels of the financial service industry can play a valuable and strategic role in transforming your practice. He has engineered solutions for the common problems you are facing.
He and his wife, Jennifer, live in Delaware close to the Atlantic Ocean. They have two children.
Bringing Results to Your Practice
Mike is not a pie-in-the-sky theoretical coach. He is a boots-on-the-ground, results-oriented transformation guide who specializes in all aspects of operations, including the implementation of a performance management and team development process so managers can more efficiently and strategically lead an office.
Success in his previous roles has positioned Mike perfectly for his primary focus in the following areas:
• Practice Management
• Operations Manager Development
To schedule a complimentary consultation with Mike, contact us or call our office at 270-663-7264.