Travis Chaney Helps Financial Advisors Take Their Life and Practice to the Next Level
Speaking Presentations by Travis Ray Chaney, CFP®,
Certified Master Coach™
Travis Chaney Will Help You Focus on the Activities that
Experiencing Turbo Growth in Your Life and Practice
In this interactive presentation, Travis reveals how shifting his focus from trying to make money to trying to add value to the lives of the people he works with lead to unprecedented growth in his own award-winning financial planning business. This session is ideal for the business owner who is ready to make a leap to the next level of business – and personal – success. You will leave the session with a new sense of your own purpose, a revived focus on providing a meaningful service to your clients, and permission to reap the tangible and intangible rewards of doing what you love!
Embracing the Success Mindset
Unless your mind is prepared to embrace change based on your motivation to achieve something bigger than a mere jump in statistical measurements, all the tactics in the world won’t help you succeed overall! This high-energy session is tailored for business owners and their key team members and features real stories of advisors who changed their mindset and found tremendous success. Travis will give you and your team the tools to help you focus – as a group – on the larger picture goals. You will leave ready to embrace change as essential to realizing your dreams for growth, and your team will walk away ready to support you in achieving those dreams!
Creating a Money Magnet Marketing Plan
If you are ready to expand your business by adding new clients, join Travis in this session on creating a marketing plan that will bring the money to you! This workshop is ideal for business owners and their team members involved with marketing. You will come out of the session knowing what really works – or doesn’t work – in your marketing mix and have a plan ready to implement.
Integrate Coaching into Your Leadership Style
As the leader in your practice, you are also the Head Coach for your team. Is your entire team performing in alignment with your goals? In this high-energy session, Travis shares some of his experiences as a Certified Master Coach™ to give you strategies and techniques to help you create unity and maximize individual potential to achieve unprecedented results. He will offer proven coaching techniques to make you more confident and intentional in leading your team!
Partial Client List
- Ameriprise Financial Services
- Coldwell Banker Real Estate
- Kentucky Wesleyan College
- Kidcentric Sports
- Woodmen of the World
Life Insurance Society