Proven Strategies for Acquiring New Clients and Assets
Business Growth Coaching
A virtual-live, coaching program for financial advisors delivered by one of America’s premier performance coaches!
DR. RICK JENSEN’S MASTERS OF BUSINESS GROWTH
As a Financial Advisor, are you looking to:
Facilitated by Renowned Performance Coach – Dr. Rick Jensen
Dr. Rick Jensen has spent his career coaching champions in the world of financial services and professional sports. For two decades, Dr. Rick has coached top advisors from respected firms including Merrill Lynch, Morgan Stanley, UBS, Wells Fargo Advisors, LPL, Raymond James, and numerous RIAs.
In the world of sports, Dr. Rick’s PGA and LPGA clients have combined to win 33 major championships, and in tennis, Dr. Rick has trained winners of all four grand slam championships. He is the author of Drive to the Top of Financial Services and has been featured on CNN, ABC, ESPN, and Golf Channel.
Measurable Program Benefits & Results
Customized Coaching Focused on Business Growth
Format, Fees & Advisor Qualification
Fee: $3500 down
(typical Engagement is 9-12 months)
(BD, RIA, Complex, Branch)
Proven, Practical Business Growth Strategies
Master 6 Disciplines of Growth
High-net-worth individuals value specialized advice, not commoditized portfolios and products. Learn how to identify your target market, communicate your specialized value proposition, attract A-prospects, and build your specialized practice blueprint.
To sustain business growth, you must deliver on your value proposition by providing exceptional service. Your service differentiators not only increase client retention and wallet share, but they appeal to client advocates and centers of influence who are primary sources of referrals.
Cease being bogged down by the necessary non-essentials that detract you from engaging in high priority activities that drive business growth. Learn to create the capacity to grow by mastering Dr. Rick’s best-fit client segmentation, delegation, and service delivery systems.
Referral and Prospect Generation
Generating substantial referrals and prospects involves much more that buying an accountant a burger or asking for referrals. Learn how top growth advisors build advocacy networks and referral vehicles that repeatedly generate unsolicited, qualified referrals.
Stop wasting valuable time and resources on ineffective marketing campaigns that achieve webpage views and social media likes, but no new qualified clients. Create a marketing strategy that builds your brand, pours fuel on your growth strategy, and attracts targeted prospects.
As advice becomes less transactional and more planning-centric, relationship development skills are needed to increase client retention, wallet share, fees, and referrals. Learn the behavioral finance and advice-giving strategies needed to build trust, inspire confidence, and motivate clients to act.
Practical, Proven Business Growth Deliverables
What is the cost of inaction?
Ready to get started?
Contact us today to schedule a complimentary growth consultation.
Trusted By Thousands Of Customers
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