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© 2017 Dynamic Directions-D2, Inc.
P A R T N E R S H I P O P P O R T U N I T I E S
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AMERIPRISE FINANCIAL FRANCHISE GROUP
A B O U T D Y N A M I C D I R E C T I O N S
Thank you for your interest in a partnership opportunity for Dynamic Directions events in 2018. We hope that the summary below is useful as you evaluate this investment opportunity. Please do not hesitate to contact us if you have questions.
Operations, Marketing,
Recruiting, Practice Management
Investment Specialist
Insurance
Insurance
Marketing/Entrepreneurship
Human Resources
CEO/COO Development
Specialty Coach
Specialty Coach
Premium Finance Insurance
D Y N A M I C D I R E C T I O N S P A S T E V E N T S
FRANCHISE CONSULTANTS
TRAVIS CHANEYCFP®, CMC™
JONRANDALLCMC™
STEVELENNICK
KARYMANGAT
Michael Brink –
Drew Watson –
Travis Cremeans –
Michael Shall –
Greg DeHaan –
Dave Berry –
Dr. Zach Gerbarg –
Bob Bonfiglio –
Dave Mazzetti –
Harry Armon –
SPECIALISTS
March 29-20, 2017Path To Barron’sMiami, Florida
Attendance - 57
Nov. 16-17, 2016D2 Live
High Point, N.C.Attendance - 78
July 19, 2016D2 Think Tank
Indianapolis, Ind.Attendance - 62
March 29-30, 2016Excellence SummitNew Orleans, La.Attendance - 114
Nov. 10, 2015D2 Live
High Point, N.C.Attendance - 90
June 16, 2015D2 Think ThankNashville, Tenn.Attendance - 92
SHERRIE ENGLISH
T H I N K T A N KM I A M I , F L - M A R C H 2 0 1 8
OUR CLIENTS
We serve approximately 170 Financial Advisors across the U.S. Their locations are represented on the map above. Together our clients manage:
Operations, Marketing,
Recruiting, Practice Management
Investment Specialist
Insurance
Insurance
Marketing/Entrepreneurship
Human Resources
CEO/COO Development
Specialty Coach
Specialty Coach
Premium Finance Insurance
T H I N K T A N K
For almost 10 years, D2 has been hosting live events for financial advisors and their team members. These events are educational opportunities as well as a chance to build community among our advisors and have a great time.
At a typical D2 event, we support each other, share challenges, solutions and ideas, and come home refreshed. Our focus is building a better life and practice for advisors - we promote a growth mindset that leads to results!
We typically hold two or three events a year. Our first event in 2018 will be our Think Tank on March 28 in Miami. We expect to host 100 advisors and team members who spend the day applying new insights to their practices as theyinteract with other Ameriprise advisors and our D2 coaching team.
Think Tank provides an outstanding opportunity to network with with these advisors from throughout the eastern half of the United States as well as a few other areas of the country. The event begins with a cocktail reception the evening of March 27 and concludes with dinner in the heart of South Beach on March 28.
M I A M I , F L - M A R C H 2 0 1 8
D 2 L I V E
On November 15, 2018, we are holding our annual fall conference, D2 Live, in Charleston, South Carolina. Approximately 75-100 financial advisors and team members will work on completing their 2018 business and marketing plans. During the conference they will spend much of the day interacting with other Ameriprise advisors and team members while learning from top advisors with specific presentations geared to grow their results.
D2 Live will provide outstanding access to our advisors from the eastern United States, as well as other regions of the country.
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T H I N K T A N K A N D D 2 L I V E ( S AV E B Y S P O N S O R I N G B O T H E V E N T S ! )
P R E SENTING SPONSOR - $15 ,000 ( 2 MAXIMUM PRESENTING SPONSORS) • Recognition as a Presenting Sponsor in conference communications, registration, agendas and conference venues. • One speaking slot of 30 minutes at each conference. • Provide a speaker for investment Q&A segment at each conference. • Priority booth location at each conference. • Two attendees from the sponsoring company at each conference.
P L AT I N U M S P O N S O R - $ 7 , 5 0 0 ( 5 M A X I M U M P L AT I N U M S P O N S O R S ) • Recognition as a Platinum Sponsor in conference communications, registration, agendas and conference venues. • Provide a speaker for investment Q&A segment at each conference. • Booth space at each conference. • Two attendees from the sponsoring company at each conference.
G O L D S P O N S O R - $ 3 , 0 0 0 ( 5 M A X I M U M G O L D S P O N S O R S ) • Recognition as a Gold Sponsor in conference communications, registration, agendas and conference venues. • Recognition as the cocktail hour sponsor at each conference. • Booth space at each conference. • Two attendees from the sponsoring company at each conference.
S I LV E R S P O N S O R - $ 2 , 5 0 0 ( 1 0 M A X I M U M S I LV E R S P O N S O R S ) • Recognition as a Silver Sponsor in conference communications, registration, agendas and conference venues. • Booth space at each conference. • Two attendees from the sponsoring company at each conference.
You may also sponsor each event individually. Benefits are the same as above, but for one conference only. To sponsor one conference only, the levels are:
P R E S E N T I N G $ 8 , 0 0 0 P L AT I N U M $ 4 , 5 0 0
G O L D $ 2 , 0 0 0 S I LV E R $ 1 , 5 0 0
Sponsor attendees are invited to attend all Conference activities including all sessions, breakfast, lunches and dinners. Upon request, each sponsor may receve signed copies of Travis Chaney’s book, Turbo Growth, to give to their clients.
P A R T N E R S H I P O P P O R T U N I T I E S
C O N T A C T U S
A M E R I P R I S E E V E N T S
Dynamic Directions has a presence at Ameriprise-hosted events, such as NationalConference. We create opportunities to bring our client community together at these conferences through dinners and outings. While activities will vary by event, they are consistantly well-attended by our top clients. If you’d like networking access to this elite group of advisors, let us know that you’re interested in partenering with us fordinner or drinks at any of the 2018 Ameriprise events.
V I D E O S E R I E S
We’ve transitioned our popular Bullish on Business monthly webinar to a video subscription series, providing on-demand expertise for financial advisors on their own schedule. More than 200 subscribers receive each monthly episode featuring a current market update along with an in-depth look at a specific topic such as Niche Marketing, Tax Savings Ideas, Investment Lineups and more. Sponsors of the series get a pre-recorded two-minute spot to showcase your company and products, as well as distribution of your supporting materials to the viewers. Sponsors are promoted in all marketing materials and throughout the video. Monthly sponsorship is $500, payable by credit card. Arrangements can be made for sponsorships with longer durations.
D Y N A M I C D I R E C T I O N S C E O :Travis Chaney
Per broker dealer policy, Presenting Sponsorship opportunities are made available to ALL eligible wholesaler firms. For 2018 Dynamic Directions events, the Presenting Sponsors will be selected based on the first two sponsoring companies to make the commitment for each event.
R E L A T I O N S H I P D I R E C T O R :Steve Lennick
E V E N T C O O R D I N A T O R :Jacqueline Jordan
© 2017 Dynamic Directions-D2, Inc. www.DynamicDirections-D2.com
A BETTER LIFE AND PRACTICEDYNAMIC DIRECTIONS
WWW.DYNAMICDIRECTIONS-D2.COM
PARTNER COMMITMENT Email to Jacqueline Jordan:[email protected]
INDUSTRY PARTNER INFORMATION
SPONSORSHIP SELECTION
PAYMENT INFORMATION AND AUTHORIZATION
Please print or type information exactly as you would like it to appear in all published materials. Please complete all sections.
Company _____________________________________________________________________________________________________
Contact ______________________________________________________________________________________________________
Address ______________________________________________________________________________________________________
City _______________________________________________________________State____________ ZIP ______________________
Telephone ______________________________________________________ FAX _________________________________________
Email ________________________________________________________________________________________________________
Website ______________________________________________________________________________________________________
Think Tank and D2 Live (with discount for sponsoring both)
Think Tank D2 Live Bullish On Business Video SeriesDinner partner
Other: _______________________________________________________________________________________________
Please fill out the credit card information below or make checks payable to: Dynamic Directions, 2708 New Hartford Road, Owensboro, KY 42303
Credit Card Number _____________________________________________________________________ Exp. Date ___________
Name on card _________________________________________________________________________________________________
Billing Address ________________________________________________________________________________________________
City _______________________________________________________________State____________ ZIP ______________________
Amount to charge $________________
The undersigned agrees to the charge by Dynamic Directions for the event sponsorship indicated above.
No refunds or cancellations.
Signature _____________________________________________________________________________________________________
Date _____________________________________________
