Disciplines of Growth: How Top Producers Consistently Acquire New Clients and New Assets
As you learn to maximize your acquisition efforts, you will be challenged to take a critical look at your book management, your referral networks, and your existing client acquisition plan. You will leave this program with actionable takeaways that you can execute immediately.
The presentation addresses:
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