How to Take Your Financial Business to New Heights

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Managing a financial business during times of unprecedented market volatility is both challenging and scary. Herewith practical principles and proven strategies for building business success and leading more fulfilling lives is Dynamic Directions CEO, Travis Ray Chaney. His company helps financial advisors build extraordinary practices that align with personal values, and he shares his insights.  

Travis Ray Chaney’s first book, Turbo Growth, fueled a discussion about how financial advisors should build their businesses. In his new follow-up, The 3 CEOs: The Three Most Important Roles Entrepreneurial Financial Advisors Play, Chaney raises the stakes by challenging financial professionals to assume the three essential roles of entrepreneurial leadership as they take their businesses to new heights:

  • Chief Executive Officer
  • Cultural Excellence Officer
  • Client Experience Officer

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