Keynotes

Coaching to the Top!

Leadership Strategies Proven to Develop Champions

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Coaching to the Top! Leadership Strategies Proven to Develop Champions

Target Audience

Managers/Leaders striving to improve their coaching skills.

Program Deliverables

Provide managers and leaders with the coaching strategies needed to drive advisors’ production to the next level.

Demonstrate “coaching in action” to enhance leaders’ ability to walk the talk with their advisors.

Do top producers seek you out for assistance with their practice? Are you confident that you can help advisors at all levels grow their business? Dr. Jensen will share his tour-tested, proven strategies for inspiring and developing champions, in sport and financial services.

Through the use of video demonstrations, case examples, and thought-provoking discussions, Dr. Jensen will teach you how to coach advisors to identify, prioritize, and act upon business opportunities. You will learn practical coaching techniques that you can use immediately with your work with advisors.

This program addresses:

Facilitating the 5 essentials of champions

Tools and techniques for assessing strengths and weaknesses

Coaching across the 4 steps to mastery

Facilitating advisor self-discovery and empowerment

Execution is key – arranging and providing accountability

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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