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!


As a Financial Advisor, are you looking to:

Accelerate your rate of business growth?
Acquire more qualified clients and assets?
Work with clients of greater wealth?
Improve your personal and career satisfaction?
Start running your business, rather than it running you?
If you answered yes to any of the questions on the left, the Masters of Business Growth program is for you!

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

Advisors who have graduated from the Masters of Business Growth program have seen measurable results. As a group, they’ve averaged:
3x increase in annual net new assets
5x annual growth rate of peer group
More revenue in fewer hours worked
Increased career satisfaction

Customized Coaching Focused on Business Growth

The Masters of Business Growth (MBG) program is a customized, virtual-live coaching program focused entirely on business growth. Save time and travel costs as you work directly with Dr. Rick across a range of learning opportunities including:
Two 1-hour one-on-one coaching sessions per month
On demand access to & support by Dr. Rick Jensen
Actionable workbooks, self-assessments, templates, and spreadsheets

Format, Fees & Advisor Qualification

To ensure personalized attention and maximum results, availability is limited. To reserve your coaching opportunity, please schedule a growth consultation with Dr. Rick today.

Individual/Team Coaching

Fee: $3500 down

(typical Engagement is 9-12 months)

Group Coaching
(BD, RIA, Complex, Branch)

Contact Dr. Rick for customized format & fees.

Proven, Practical Business Growth Strategies

The MBG program draws upon Dr. Rick’s collective expertise in business growth, practice management, and performance psychology. Dr. Rick shares field-tested best practices and case studies from top advisors across wirehouses, independent BDs, RIAs, and banks. The program highlights Dr. Rick’s 6-12-24 Disciplined Growth curriculum – 6 essential growth disciplines,12 achievement accelerators, and 24 tangible growth deliverables.

Master 6 Disciplines of Growth

Business growth is not the result of any single client acquisition tactic. Sustained, substantial growth is driven by the execution of an intentional, multidisciplinary business growth plan. Dr. Rick will help you customize your plan by providing actionable strategies and tools across the following 6 disciplines of growth:
Hover over the pulsing icons to learn more about the 6 disciplines of growth.

Business Specialization

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.


Exceptional Service

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.


Capacity Management

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.


Impact Marketing

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.


Relationship Development

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

Each of the 6 disciplines of growth is supported by actionable workbooks comprised of proven deliverables (templates, self-assessments, scripts, diagrams, spreadsheets). These 24 dynamic workbooks, coupled with Dr. Rick’ one-on-one coaching, ensure that you can walk-the-talk and implement upon the lessons learned in each workshop.

What is the cost of inaction?

If you are questioning if now is the time to spend money to accelerate your business growth, consider “What is the opportunity cost of not investing in yourself?” Dr. Rick Jensen’s Masters of Business Growth program provides you with world-class coaching that will transform your business growth and satisfaction, year-over-year. When you invest in yourself, the return on your investment is exponential.

Ready to get started?

Contact us today to schedule a complimentary growth consultation.

Trusted By Thousands Of Customers