What our

Clients are

Saying about

Dynamic Directions:

 

Achieve Immediate Results

 
Plan Production Services

Accelerant Plan Production
Improving financial advice delivery through plan product and efficient processes

Accelerant - The Advantages

  • Reduce your frustrations with delivering advice
  • Integrate the Financial Planning Tool Suite and Ameriprise systems into your practice to benefit from their functionality
  • Increase your total GDC payout by hitting Financial Planning Bonus levels within the Ameriprise scorecard
  • Spend more time with clients and prospects while reducing employee management concerns
  • Hire a  team proficient managing your relationship. We are local, available during U.S. business hours, and experienced in the Ameriprise business model and cultures

Plan Production - 3 Point Preparation

Discovery

  • Engage client in annual planning
  • Build emotion around their dreams and concerns
  • Collect data, clarify assumptions and create draft analysis

Strategy

  • Review draft and discuss relevant strategies
  • Adjust analysis and prepare advisor recommendations

Advice Delivery

  • Finalize advice illustrations to implement with your client

Advisor Benefits

MAKE FINANCIAL PLANNING SIMPLER!

  • Use Plug N’ Play –Turn Key Solution to Financial Planning
  • Increase efficiency in advice delivery
  • Build systemized approach to guide advice delivery
  • Provide high level, well-documented advice with rationale
  • Outsource data input and document creation

Thomas A. Dranger

Tom has over 6 years of experience supporting financial advisors in the area of plan production. Tom offers plan production services and coaching to advisors in search of a consistent, turn key process and efficient workflow. Tom has the capability to work with advisors in any location and currently works with advisors in Illinois, Missourri, Iowa, Kansas, California and Kentucky.

tdranger@dynamicdirections-d2.com

1.866.280.2465
 
To inquire about kicking your practice into Turbo Growth with Dynamic Directions coaching services, simply click here or call 1.866.280.2465.