What am I all about? I believe that we all deserve to live a fulfilled life. I know that we don’t all make the right choices to get there. I am about helping people to build a mindset, a framework, and a set of principles that give them freedom to test their ideas, take risks, accept consequences without fear and access the courage they need to push forward and experiment. I am about creating a framework for decision making that helps people be reminded that they are connected to something bigger. That bigness is a vision. It’s a vision around leading a quality personal life and driving results (as defined by you) in your practice. It’s about helping people make choices that will help them get where they want to go professionally, socially, and financially. It’s all about living a balanced life in the Turbo Growth mode.I am a former award winning financial advisor and still involved in a group practice with Drew Watson and act as CEO of Dynamic Directions. I speak, coach, write, consult, and train financial advisors to create an intense metamorphosis in their practices and personal lives. I hold a Certified Master Coach® designation and I am also a CFP™. I present and facilitate teleseminars and live workshops. My team works with approximately 50 practices from all over the country, provides coaching to other Franchise Consultants (representing approximately 230 financial advisors) and I am a full time Franchise Consultant and Coach.Specialties: Our team specializes in transforming successful financial planning practices with teams of at least three or more team members, want to grow their GDC by 30% plus annually, coachable, directable, values based, hungry to grow, veteran advisors with youthful minds with 5 years or more in the industry.
Listed skills include Executive Coaching, Leadership, Strategic Financial Planning, Coaching, and 11 others.
