Trevor Shakiba, CFP®

In just ten years, Trevor Shakiba grew his financial advisory practice from $250k in GDC to $2.5M with ZERO practice acquisitions. Now a marketing consultant with D2, the same firm he hired to help with his transformation 10 years ago, he’s ready to share his journey with you!

Trevor specializes in helping financial advisors develop and execute a comprehensive marketing plan to drive exponential growth in their business. He focuses on his proven strategy of client acquisition through referrals, events, social media engagement, practice branding, personalized email communication and unforgettable WOW experiences.

Trevor’s own practice shows what you can accomplish with the right goals and a solid plan. Take a look at his results:

GDC                      AUM        CLIENTS ACQUIRED
+900%                    +677%                +110%

2008: $252,529          2010: $40.7M              2008: 19
2018: $2,528,053       2018: $244.7M            2018: 40

NET FLOWS
2013–18: $135.8M

All of Trevor’s growth was 100% organic which has become a lost art within the industry. Trevor can help you reignite this part of your practice and help you build the right mix of motivation, strategy through repeatable systems, and consistency to you help achieve 10X results like he did!

Let Trevor and D2 provide the framework to develop a comprehensive marketing plan which will help you organically grow your practice more than you imagined possible!

Contact Trevor at 832-731-6923 or trevor@dynamicdirections-d2.com.