Keynotes

Advice Matters

It’s Not Just What You Say, but How You Say It

Advice Matters: It’s Not Just What You Say, but How You Say It

Target Audience

Financial advisors striving to shift their practices from transactional to advisory.

Program Deliverables

Provide advisors with the essentials to building long-standing, trusted advisory relationships with clients.

Teaches advisors how to demonstrate the value of their advisory fee, provide more than “commoditize-able content”, and master the “process” of advice-giving.

The growth of low-cost brokerage services and robo-advisors has led clients to ask “What added value do I receive for the fee that I pay to my advisor?” Providing clients with access to investment products, software-generated financial plans, and recommended asset allocations are not enough. Such commoditized advice must be complemented by a valued advisory process that delivers much more. The interpersonal and customized benefits of advice-giving can be achieved only through human interaction – via the advisor-client relationship.

For the foreseeable future, the process of advice-giving will be the differentiator. HOW advice is delivered to and perceived by clients will be what distinguishes advisors from the competition.

Drawing upon his expertise as a licensed psychologist and his extensive experience advising world-class performers, Dr. Jensen shows you how to:

Master the stages of advice-giving

Seek and reflect understanding

Build essential interpersonal skills

Develop long-term, trusting relationships

Motivate clients to take action

Download Program Description

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Contact Dr. Rick

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