Keynotes

Disciplines of Growth

How Top Producers Consistently Acquire New Clients and New Assets

Disciplines of Growth: How Top Producers Consistently Acquire New Clients and New Assets

Target Audience

Financial advisors pursuing business growth and new client acquisition.

Program Deliverables

Provide advisors with the knowledge, tools, and strategies required to exponentially grow their business.

Help advisors shift from a start-up survival mindset (pursuing any prospect with a pulse) to a disciplined approach to growth that attracts and lands targeted, profitable prospects.

Reviewing business case studies from inside and outside the world of financial services, Dr. Jensen demonstrates how top producers implement the Disciplines of Growth. Dr. Jensen draws from his 20 years of coaching multi-million dollar producers as he demonstrates what it takes to build and execute sustainable habits that accelerate business growth.

As you learn to maximize your acquisition efforts, you will be challenged to take a critical look at your book management, your referral networks, and your existing client acquisition plan. You will leave this program with actionable takeaways that you can execute immediately.

The presentation addresses:

Positioning your practice for growth

Defining your target markets

Differentiating and branding your practice

Maintaining consistent contact with people with money

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TESTIMONIALS FROM FINANCIAL PROFESSIONALS

Dr. Rick genuinely cares about making a difference in the lives of advisors and their clients. His credibility and authenticity differentiate him from his peers, and his message is educational, captivating, and actionable.

– Mike Cress, Sr. Vice President and Wealth Management Advisor, Merrill Lynch

Dr. Rick was masterful at providing an environment that was conducive to people sharing. Within the last year, I’ve seen my growth quadruple from a 3% rate to a 13% rate year-over-year.

– Eugene Demmler, Owner, E. Demmler & Associates

Dr. Rick has a unique ability to draw upon his expertise in psychology, golf, and financial services to illustrate that success is not happenstance; it is the consequence of coaching, deliberate practice, and sustained execution.

– Demetra Sullivan, Vice President, Regional Market Executive, Charles Schwab

Where Rick is most impactful, whether he is on a conference call or emailing you, is that he really cares. He wants to see you be successful. There’s a lot of genuine feelings from him.

– Marv Waider, Certified Financial Planner, Waider Financial & Insurance Services

I’ve worked with a number of business coaches in the past, but what is unique about Rick is that he’s personable, he really gets our industry, and he has a ton of experience working with other advisors.

– Richard Hill, Founder and President, Compass Financial Group

Dr Rick Jensen stands alone as a performance improvement expert that has delivered captivating and tremendously well received programs for our Financial Advisors for years. Rarely will you find a featured expert that can combine incredibly engaging and relatable stories of his personal success coaching with the country’s top elite athletes with tactical change strategies that have delivered proven results for our Financial Advisors.

– Mark Ricca, Market Executive, Director, Merrill Lynch Wealth Management