Keynotes

Using Golf to Drive New Business

Conducting golf events that drive new client acquisition

Using Golf to Drive New Business

Target Audience

Financial advisors interested in using golf to generate referrals and acquire new clients.

Program Deliverables

Train financial advisors how to use golf as a platform through which they can entertain existing clients and acquire prospects who have a passion for golf.

Demonstrate how advisors can use golf language and golf experiences to effectively communicate their value proposition.

Learn to attract and acquire high net worth prospects who have a passion for the game of golf. Drawing from his first-hand experience with high growth advisors as well as with major champions on the PGA and LPGA Tours, Dr. Jensen provides you with the scripts and activities needed to use golf to drive new business.

Come dressed for golf as you experience how to train like the pros while learning to use golf events to creatively convey your unique value proposition.

The presentation addresses:

Conducting golf events that drive new client acquisition

In golf and financial services, “The weakest link breaks under pressure”

What you have in common with golf’s major champions – “It’s the archer, not the arrow”

Using golf to turn clients into advocates

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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