About Dynamic Directions
We created this company to help YOU attract wealth, increase your practice revenue, add greater flexibility to your life, stand out from the crowd, and to make a big difference in the lives of others by being able to say YES!
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 and tools imaginable to set you on a course toward Turbo Growth! Because, if you don’t succeed, we don’t succeed!
Dynamic Directions is 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 and army of fearless, Street Smart Advisors who are growing at a blistering pace. Dynamic Directions provides all of the resources for you to be a successful Franchise Consultant.
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
Drew Watson, CFP™, is an award winning advisor who is in his 13th 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, ChFC®, CRPC® (Franchise Consultant)
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
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 a Transformation Guide for Dynamic Directions. As a Transformation Guide, she is 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.
swetzel@dynamicdirections-d2.com
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
