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Click here to purchase the Turbo Growth Book - Be Bullish on Life Series for Financial Advisors


Have you forgotten your dreams and want to reclaim their influence in your life? Do you want to embrace change in your life – all encompassing change that blows out the barriers that have held you back personally and professionally. “Turbo Growth! Proven Strategies to Create an Extraordinary Life and Financial Planning Practice” walks you through the Turbo Growth experience.

“This practical and visionary book guides you skillfully through a step-by-step process to achieve ultimate success in your practice and life. Travis Chaney is a master at delivering a road map for happiness in life and success in your career. Travis has walked in the shoes of an advisor, graduated from the school of hard knocks and brought to life a winning formula for success as a top financial advisor. A must read for anyone who wants to ‘take it to another level’ and make the most of this life”

Bill Williams, Executive Vice President Ameriprise Financial Corporation
Dynamic Directions Transformation Application


In order to apply for the Dynamic Directions Coaching Program, please complete the below application. Once your application is received and reviewed (incomplete applications will not be reviewed) you will receive a communication letting you know if you made it to the next step. The next step is an interview conducted by a representative from Dynamic Directions. After the interview, you will receive notification of the status of your application within 48 hours.

Action item: Email the following practice reports to
tchaney@dynamicdirections-d2.com

(download the reports and send all pages via email - most recent dates)

·         Advisor Summary

·         Advisor Performance Statement

·         Book of Business Detail Value Report


Please fill out the form below and then look in your inbox for a copy of the below information.

Name
Email
Phone
Ameriprise Status
2010 Total GDC
2010 Total HVC's Acquired
2010 Total Clients Acquired
Are you currently working with a Franchise Consultant?

If yes, who is your Franchise Consultant?
How did you hear about the 100% HVCA Payout Coaching Program?
What does winning the marketing game mean to you?
What marketing skills and techniques do you want to enhance?
What is keeping you from winning in the marketing arena?
Three years from now, when you look back what kind of success will you have experienced in marketing through participation in this program that will make you proud?

What strengths in marketing do you need to leverage more?

What gaps in marketing do you need to close?

What will it take in order for you to achieve the marketing results you desire?

What are you willing to sacrifice to earn the marketing results you want?

What do you need to do differently in order to free up additional time to focus on market?

What are you unwilling to change as it relates to your marketing efforts?

On a scale of 1 to 10 (one being the highest and 10 being the lowest), how committed are you to making the necessary changes to obtain the results you want from your marketing efforts?     

Please explain your commitment level to making positive changes to increase your High Value Client Acquisition results.

On a scale of 1 to 5 (one being the highest - you feel the most comfortable leveraging and five being the lowest - you feel the least comfortable implementing), rate yourself on the following marketing activities as it relates to using them in your marketing plan: 
  • Asking for referrals
  • Generating referrals
  • Following up and tracking referrals
  • Setting up productive COIs and Alliances
  • Branding your practice
  • Interpreting the value you offer to clients/prospects
  • Developing a niche to attract
  • Networking to generate leads
  • Leveraging web presence and Social Media for visibility
  • Getting clients to bring qualified leads to events
  • Conducting events that produce new clients
   

Why should we accept you in this program?



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