Multi-Dimensional
Financial Advisor Consulting
with Heart & Brains.
Kolbe Certified Financial Advisor Coaching
I'm Dawn Drewitz, MBA, CFP®. After 20+ years helping Broker-Dealers, Independent Financial Advisors, and RIA firms—navigating growth challenges, succession planning, and operational inefficiencies across wirehouses, banks, and independents—I’ve seen it all: burnout costing 15+ hours weekly, succession flops risking 20% client loss, plateaus stunting 70% of firms.
At Dimensional Delta Consulting (DDC), we take a human-centered approach to operational excellence. Our multidimensional financial advisor consulting blends practice management advisors' expertise with Kolbe Certified financial advisor coaching, slashing stress by 50%, boosting profits by 30%, and building legacies—because every RIA deserves structure and soul.
WHAT SETS US APART:
Proven Financial Advisor Coaching
to Strengthen Leadership & Boost Growth
Our personalized, hands-on approach ensures your RIA practice operates efficiently, grows strategically, and retains more clients. Combining industry expertise with proven leadership coaching, we help you streamline operations, strengthen your team, and create a scalable business model that drives long-term success.
DIRECT ACCESS
TO EXPERTISE
There are no junior consultants—you work directly with me, Dawn, leveraging 20+ years for 2x faster results than corporate firms.
KOLBE-DRIVEN FINANCIAL ADVISOR COACHING
We optimize team performance with natural strengths—a 60% friction cut and a 35% retention boost via our RIA team alignment strategies.
CUSTOM STRATEGIES,
NOT TEMPLATES
Every RIA is unique—our bespoke RIA consulting triples AUM with tailored plans, not one-size-fits-all fixes.
EXECUTION BEYOND ADVICE
We don't just advise; we implement—40% efficiency gains, and $50K+ savings are measured and delivered.
The 3D Dimensional Financial Advisor Practice Management Framework
1
GROWTH
Triple revenue and referrals with strategic roadmaps—20% AUM boosts.
2
OPERATIONS
Cut chaos by 40% with streamlined workflows and tech—15+ hours
reclaimed weekly.
3
PEOPLE
Sync teams with financial advisor coaching—50% faster decisions, 70% harmony.
FAQs About Multi-Dimensional Financial Advisor Consulting
What makes Delta Dimensional Consulting different?
20+ years of multi-channel RIA consulting and Kolbe Certified financial advisor coaching—40% gains, human-centered wins.
What’s Dawn’s background?
Dawn rebuilt a wirehouse team, scaled independents, and coached $1B+ RIAs—expertise you trust.
Do you work with RIAs of all sizes?
Yes! We tailor RIA consulting to double growth from $100M to $5B.
What is the 3D Framework?
Growth (20%+ revenue), Operations (40% efficiency), People (60% team sync)—our RIA consultants’ backbone.
