Subscribe to “Advisor Quarterly" to receive great tips and techniques to Achieve Turbo Growth!
What if you could DOUBLE Your GDC with Half the Clients in 3 Years or Less?
"Travis taught me to really focus on getting things in place to have my business run a lot smoother..."
~ Scott Sosna , CFP®, CRPC®
Financial Advisor
Paramus, NJ
Format
Live Workshops!EXTRAordinary Advisor Series Each session will tackle several topics and go deep for learning and action steps to transform your practice.
Monthly 60 Minute Teleseminars!Each session will be dedicated to a topic instrumental to your growth with case studies and guest speakers. These sessions will include live instruction, use of case studies, best practices, and much more!
On-Line Tools!You will be able to refresh yourself on the key areas of practice transformation at the click of your computer.
Detailed Work Books!You will receive a detailed work book for each topic related to the Extraordinary Advisor Program. With the work book and on-line support, you can go at your own pace to integrate the enhancements as slow or as fast as you want.
One on One Support!You can choose the Platinum Package for the most extensive one on one support. If you want less one on one support, choose the Community Package.
Monthly Touches!Each month you will receive information pertinent to your practice transformation along with recommendations on specific books you should consider reading to supplement your professional growth.
Books, Audio Series, DVD’s!You will receive special rates on all products offered through Dynamic Directions.
Broker Dealer Resources! We will help you leverage the resources that best fit your practice.
Pick the package that works best for you!
Community Package - Entry Level and Low Investment
This is a great way to begin with Dynamic Directions. You will have access to all of the group programming and coaching, as well as all of the materials and exercises you will need to kick your practice in Turbo Growth mode. The Community Package offers one on one support with one coaching session per quarter.
Gold Package - Mid Level and Medium Investment
If you need more one on one support the Gold Package is a great selection to move in the Turbo Growth lane with your practice. Aside from access to all of the group programs, coaching and materials, you will receive monthly individual coaching sessions. Your staff will receive coaching and will be able to have access to all of the live workshops.
Platinum Package -High Level, Intensity and Investment
This is your best ticket to achieving Turbo Growth by doubling your revenue with half the clients in 3 years or less! You and your team have full access to coaching and training on a regular basis. Aside from two coaching sessions per month you will have access to spot coaching and consulting on specific client cases and practice issues. You will witness first hand how a top notch practice executes with your day and a half visit to our headquarters. This high octane coaching package will be the perfect fuel to feed your Turbo Growth!
Contact Travis @ 1.866.280.2465 for a Free Consultation
Time Commitment
One Year
TWO years
TWO years
*Day and a Half Visit to Dynamic Directions: You and your team will be invited to spend a day and a half visit with the Dynamic Directions’ team. You and your team will experience the inner workings of a successful practice.
**One Day Think Tank: Each year there will be at least one Think Tank to discuss practice obstacles and challenges in order to find solutions. Space will be limited.
