Steve Lennick joined Dynamic Directions in 2016 as a Transformation Guide specializing in comprehensive coaching and consulting. He has worked in the financial service industry since 1984.
In the course of his career, Steve built and ran the third-ranked Ameriprise branch in Dallas and the fifth-ranked branch in the upper Midwest. As a result, he has seen just about every situation imaginable
in a financial advisory practice, and he knows how to get you through whatever you are facing.
Steve lives on Madeline Island on Lake Superior, in La Pointe, Wisconsin. Steve and his wife Anna have been married for 30 years and they have two white Labrador Retrievers — Bella and Willow. Steve is a long-distance bicyclist and a cross country skier.
Bringing Results To Your Practice
As a coach and consultant, Steve has guided full transformations for financial advisors. He also offers packages targeted at the following areas of financial industry practices and businesses:
- Organization/reorganization of firms (including staffing)
- Building infrastructure to add new clients and assets
- Creating business and marketing plans
- Practice management (including model weeks, segmentation, referrals, marketing, client acquisition and more)
- Client meetings
- Executive leadership
Get Experience On Your Side
Steve’s experience in guiding full practice transformations and the years he spent as an advisor and owner are invaluable. He will use his skills to change your life and practice so you can then help your own clients achieve their goals.
To schedule a complimentary consultation with Steve, contact us or call our office at 270-663-7264.