Get the Best Practices and Proven Techniques to Transform Your Financial Services Practice and Life

Advisor Coaching

It’s not enough to just be a great financial advisor. To have a highly successful practice, you also have to become an entrepreneur and think like a CEO. We can help you become that CEO and play that role, driving your top and bottom line while driving equity into your business.

Coaching for Financial Advisors

Comprehensive Coaching and Consulting

To achieve optimal growth at the pace you want, you have to be a great financial advisor while you embrace the CEO role in your business. Through comprehensive coaching and consulting, we can help you learn your role, at the same time guiding you in addressing specific, unique needs you have around processes and procedures for your practice.

Comprehensive Coaching and Consulting

Coaching the Coach Program

As the leader in your practice, you are also the head coach for your team. Through this series of workshops, webinars and one-on-one calls, you will learn the differences between coaching and managing – and gain the tools for positioning your team for maximum GDC growth! This program offers proven coaching techniques to make you more confident and intentional in leading your team.

Coaching the Coach Program

Human Resources Coaching

Are you spending too much time on unproductive administrative activities and not enough time on activities that produce revenue? Dynamic Directions assists financial advisors with defining the roles of team members, interviewing techniques, hiring staff, training staff, implementing performance evaluation systems and carrying out tough conversations with troubled team members.

Human Resources for Financial Advisors

Money Magnet Marketing Process

Our money magnet marketing process can help drive new assets, opportunities and referrals to your business while helping to counteract clients leaving or passing away, down markets or clients reaching their goals and taking money out. Best of all, we can show you how marketing your practice effectively and creating a referral culture doesn’t have to be difficult!

Money Magnet Marketing Process for Advisors

Plan Production Services

If you’d like to increase efficiency in advice delivery, build a systemized approach to guide advice delivery, provide high-level, well-documented advice with rationale and outsource data input and document creation, we can help. Our plan production and efficiency processes are your financial planning turnkey solution.

Plan Production Services for Financial Advisors

Practice Management Consulting

Dynamic Directions specializes in guiding you in creating your custom Client Services Model to contact clients consistently, prepare for appointments and process business and follow up items, allowing you to build an efficient structure for the growth of your financial services business.

Practice Management for Financial Advisors

Support Staff Coaching

We can work with your team to help them become more efficient and effective in implementing the changes needed to realize your dreams for your business. Dynamic Directions specializes in helping teams become more efficient and effective in the areas of client service, workflow, management, practice knowledge and practice tools.

Support Staff Coaching for Financial Advisors