Steve LennickCoach and Consultant
Steve has worked in the financial service industry since 1984. In the course of his career, he built and ran the third-ranked Ameriprise branch in Dallas and the fifth-ranked branch in the upper Midwest.
As a coach and consultant in recent years, he has guided full transformations for financial advisors and other clients in the following areas of their 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
With Dynamic Directions, Steve focuses on comprehensive coaching and consulting, along with targeted packages aimed at specific areas.
His experience in guiding full practice transformations and the years he spent as an advisor and owner are invaluable as he uses his skills to change the life and practice of financial advisors, who can then help their own clients achieve their goals.
You can reach Steve at 715-635-8000 or firstname.lastname@example.org.