About our Franchise Consultant Extraordinary Advisor Program
We created this program to help YOU attract wealth, increase your practice revenue, add greater flexibility to your life, stand out from the crowd, increase the equity in your practice, and to make a big difference in the lives of others. We are here to assist you in succeeding beyond your wildest dreams! We believe success is an all inclusive concept. What that means is that we must provide you with the best resources, top notch coaching, and the most effective tools imaginable to set you on a course toward Turbo Growth! Because, if you don’t succeed, we don’t succeed!
We are dedicated to the Street Smart Advisor who is down in the trenches working with clients, helping clients connect their money with their dreams, charting courses through troubled financial waters, and acting as a financial guide during the highs and lows of client’s lives. The Street Smart Advisor is clever, creative, innovative, and completely client centered. Everything we create has you – the Street Smart Advisor - in mind. Our mission is to create an army of fearless, Street Smart Advisors who are growing at a blistering pace.
www.dynamicdirections-d2.com
Travis Chaney, CFP®, CMC®, Franchise Consultant, a former award winning Financial Advisor, is still involved in a group practice with Drew Watson (CAC Advisor) and is CEO of Dynamic Directions – a coaching and consulting firm. Prior to becoming a full time franchise consultant, Travis finished in the top 130 GDC producing advisors with 140 clients and only working 1 week per month in his practice. As an authority in the area of financial services, Travis speaks, coaches, writes, consults, and trains Financial Advisors and Franchise Consultants to create an intense metamorphosis in their practices and personal lives. He holds a Certified Master Coach® designation and he is also a CFP®. Travis works in a coaching/consulting capacity with over 40 advisors from 10 different states and 9 Franchise Consultants. Dynamic Directions Franchise Consultant Group (41 Advisors) ranked number 1 out of 135 Franchise Consultants in Year over Year Growth verses the National Average for 2009. Travis also won Franchise Consultant of the Year for 2009. He specializes in working with advisors to drive Turbo Growth in their practices. Travis is the author of several audio series including Achieve Turbo Growth! and will release his first book in the spring titled: Extraordinary Advisor and Extraordinary Life!
tchaney@dynamicdirections-d2.com
1.866.280.2465
Drew Watson, CFP™, is an award winning advisor who is in his 15th year of a successful top notch financial planning practice and he is in the top 1/2% of overall production in his firm. Through his association with Dynamic Directions, Drew speaks, coaches, consults, and trains financial advisors to create turbo growth in their practice in the areas of marketing and investment portfolios. Drew participates in the monthly teleseminars and live workshops. Drew also works with advisors on case analysis for high net worth clients.
dwatson@dynamicdirections-d2.com
Donald Zajac
Donald Zajac, ChFC®, CRPC® (Franchise Consultant) joined IDS in 1987. Prior to that he formed Franchise Development Corporation where he worked with entrepreneurs assisting them in developing Franchiseable Models. Don qualified for PAC in 1994 and was a member until 2006. In 2000 Don was inducted into the Diamond Ring Club and was a 2006 Hall of Fame inductee. In 2002 Don became a Branch manager and in August 2006 sold his personal practice. Don is currently a Franchise Consultant, the Chairman Emeritus of the Franchise Consultant Advisory Committee (FCAC) and an Advisor Champion with recognized expertise on REITs, SMAs, and Active Portfolios. Don is a full time Franchise Consultant.
DZajac@DynamicDirections-D2.com
Kary Mangat is a former CAC member and has a comprehensive 26 years working in the financial planning industry with various designations including: CFP®, CRPC®, MBA, MS, Finance from Rutgers University and most recently the CIMA® designation from the Wharton School of Business and IMCA. He is an active member of the Financial Planning Association and a founding member of the International Association of Advisors in Philanthropy. He is currently enrolled in a program at the American College to
become a Chartered Advisor in Philanthropy. Kary has extensive knowledge of estate and stock option planning as well as expertise in international and advanced charitable giving strategies, and has been a point of contact for many advisors looking to solve complex cases via a turnkey system. Kary has also received a coaching certificate from Strategic Coach in Chicago and through his involvement with Dynamic Directions he performs the role of Transformation Guide for advisors by helping them achieve Turbo Growth in their life and practice. Kary works with advisors located in New Jersey, New York, Delaware, Washington DC/Baltimore, and Pennsylvania.
kary@dynamicdirections-d2.com
Jon Randall is one of the Top Seminar Marketers in the country with 8 years of top notch experience in the industry. He successfully runs a systematic way to acquire High Value Clients and has outstanding results to prove it! In 2006 he accumulated $15,000,000 in New Assets! He consistently quadruples national average seminar results. Through Jon’s association with Dynamic Directions he performs the role of Transformation Guide for advisors by helping them achieve Turbo Growth in their life and practice. Jon works with advisors located in North Carolina, South Carolina, Virginia, Georgia, Florida, Alabama and Mississippi.
jon@dynamicdirections-d2.com
Doug Wilks has almost two decades of experience in the financial services industry as an advisor. Doug operates a successful practice in Belleville, Illinois with two full time team members and one part timer. Over the last 18 months Doug has almost doubled his revenue and is eager to pass on what he has learned to other advisors. A big believer in life and work balance, Doug likes travel, boating, fishing, good food, good wine, and quality time with friends and family. Speaking of family, he and his wife Lynn, have two children, Hannah (9)and Reed (6) with one Cocker Spaniel - Daisy. Through his involvement with Dynamic Directions he helps advisors achieve Turbo Growth in their life and practice as their Transformation Guide. Doug works with advisors in Illinois, Missouri, Kansas, Kentucky, Indiana, and Tennessee. Doug is a Certified Financial Planner™.
dwilks@dynamicdirections-d2.com
Ted Williams, CFP™, MBA
Insurance Specialist: Would you like to leverage proven sales skills from a top insurance GDC producer to enhance a client’s financial position through appropriate insurance solutions? Ted’s Insurance Specialist program will introduce you to 20 years of experience running a balanced practice that includes life insurance, making up 35% of his GDC on average. You will learn how to keep insurance on a level playing field and be as passionate about presenting it as you are about other services. You will learn the seven minute presentation that helped a CAC advisor go from less than $6,000 in Life GDC to over $115,000 in six months. You will also learn 12 easy to implement sales ideas including Estate Planning and Small Business Planning. Through Ted’s group work in Senior Partnering, he is the only Senior Partner to drive over 100% of participants to exceed goal on two different occasions. He is a two time CAC advisor, recipient of the President’s Recognition Award for Advisor, a Circle of Success member since 1991, and a Diamond Ring winner.
info@dynamicdirections-d2.com
David Berry is the Human Resources Specialist for Dynamic Directions. David has over 35 years experience in plant management (union & non-union) and in the housing industry. David specializes in Human Resource Coaching assisting Advisors with interviewing techniques, hiring staff, training staff, implementing performance evaluation systems and carrying out tough conversations with troubled team members.
dberry@dynamicdirections-d2.com
Shannon Wetzel is the Director of Wow for Dynamic Directions. As Director of Wow, she is responsible for enhancing the client experience, teaching the “WOW Factor” to clients with their gifts, events and client experience timeline. She is responsible for quality control verifying that we are living our promise to our clients to Build a Better Life for Financial Advisors. She is also responsible for managing all website design and maintenance, collaborating on all marketing and event planning, assisting Travis Chaney in consulting with clients in specific areas and cultivating relationships with potential and existing clients for Dynamic Directions.
swetzel@dynamicdirections-d2.com
1.866.280.2465
Tom Dranger 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 processes 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
Brent Trentham CFP™ is an award winning advisor who is in his 19th year of a successful top notch financial planning practice and he has won numerous awards. He has been a CAC Advisor for 6 years. His areas of focus are retirement, tax and estate planning. He has two office locations to serve his clients: Knoxville and Alcoa, TN. Brent enjoys community service and volunteer work at the Sunset Gap Community Center, Habitat for Humanity and the Knoxville Community School for the Arts in Knoxville, TN. Brent values spending time with his wife Rachel and their daughters Emmie and Belle.
btrentham@dynamicdirections-d2.com
Meredith McNulty Herr
Meredith has over 13 years of experience supporting financial advisors and their team members in the area of practice management. She joined Ameriprise in 1993 as a Paraplanner and in 1996 became a Technology Education Specialist for 150 advisors and staff. In 1998 she became Practice Management/Staff Education Specialist working with advisors in Illinois, Indiana and Kentucky and also held the same position in Northern California from 2001 – 2004. In the Practice Management/Staff Education Specialist position she organized staff education conferences annually in the region to ensure staff had an opportunity to get exposure to training and to share best practices. In 2004, Meredith joined her husband, Randy Herr as Business Manager/Paraplanner and is currently in this role. Meredith specializes in creating systems to contact clients consistently, prepare for appointments as well as processing business and follow up items. Meredith is dedicated to leading your team members to become more efficient and effective with your work flow and business infrastructure. Meredith has two children; a boy and a girl and enjoys boating, snow and water skiing and reading.
mmcnulty-herr@dynamicdirections-d2.com
Anjuli Kumar - Money Magnet Marketing Process
Anjuli has worked in the financial planning industry for over 12 years as both a Senior Planning Assistant and Paraplanner in the Washington, DC area. Since 2006 she has been working with Kary Mangat, a Franchise Consultant as an Associate Coach to assist financial advisors with staff coaching and training. Her experience includes developing and implementing extensive marketing programs which include event planning, web development, drip marketing systems, and public relations. She brings with her an extensive knowledge of implementing marketing strategies and developing client acquisition and retention programs that have been proven successful. Most recently, Anjuli has been working in the marketing capacity to assist financial advisors on mainstreaming their marketing activities through the development of a marketing plan and implementation of marketing systems. Anjuli is dedicated to helping advisors develop successful marketing campaigns that will deliver tangible results with client acquisition. Currently, Anjuli is completing an Executive Coaching program at New York University. She has been a member of the American Marketing Association for over seven years. She is the mother of two daughters, and is actively training to run the Cherry Blossom 10 mile marathon in the Spring of 2010.
anjuli@dynamicdirectionsd2-.com
Notes
There will be no make up sessions if advisors miss a live workshop and/or teleseminar.
