The 3 CEOs: The Three Most Important Roles Entrepreneurial Financial Advisors Play

Travis Chaney is the CEO of Dynamic Directions, an award-winning coaching and consulting team specializing in building better lives and practices for financial advisors. He has coached clients to places on the Barron’s Top 1,200 Financial Advisors list, the Barron’s Top 100 Female Advisor list, and Forbes list of Best-In-State Wealth Advisors. As a speaker, Travis has delivered presentations to companies like Ameriprise Financial Services, Inc., Coldwell Banker, Woodmen of the World, Financial Planning Association, and Kentucky Wesleyan College.

The 3 CEOs: The Three Most Important Roles Entrepreneurial Financial Advisors Play is Travis’ second book. He challenges readers to assume the three essential roles of entrepreneurial leadership to take their businesses to new heights: Chief Executive Officer, Cultural Excellence Officer, and Client Experience Officer. The 3 CEOs model helps entrepreneurs build a framework of personal principles and beliefs, translate those beliefs into a company culture based on their values, and position their businesses to provide a client experience that can’t be matched.

Travis wrote The 3 CEOs not just to help people position their businesses for success, but also to help them become better spouses, parents, friends, and people. He stands by the argument that an extraordinary life is something we get by looking inward first. For many who have gone through this process, it’s been the greatest adventure imaginable.

The 3 CEOS will be available May 13. To learn more about Travis Chaney, visit

Tags:   Financial Advisor  Financial Expert  Financial Planning  Leadership 

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