You’re Already a Great Advisor…
But That’s Not Enough
Become a Highly Effective CEO, Driving Equity into Your Business
Do you know what your practice valuation is? How much equity you’re leaving on the table? What return you’re getting on every outflow? The key metrics and key initiatives you need to hit?
Most advisors want to focus on exactly that—being a great financial advisor. But that’s not enough to have a 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.
Dynamic Directions’ Financial Advisor Coaching includes:
- Personal assessment.
- Practice assessment.
- Examination of your values and motivations.
- Development of a clear vision for the future.
- Setting measurable goals.
- Defining focused action plans.
- Using validated behavioral change tools and techniques.
- Assisting you to develop competencies and remove blocks to achieve valuable and sustainable changes in your practice and personal life.
Why Does Advisor Coaching Work?
Dynamic Directions’ advisor coaching helps clarify objectives and goals; align values, goals and actions; keeps you accountable; offers support; keeps you focused; and reinforces changed behaviors. As the best of many disciplines, it’s based on validated techniques for changing behavior.
Who Works with Our Transformation Guides?
Our niche is working with financial advisors. We typically work with the financial advisor who is also the owner of the business, which leads to other one-on-one and group activities with the key team members of the business. Our clients typically are open minded successful financial advisors, future based thinkers, committed to practicing principle based decision making, action oriented, willing to commit to achieving goals, are coachable, want Turbo Growth in their practice, and have a positive bullish attitude.