Keynotes

Motivating Clients to Take Action

Helping Clients Overcome their Financial Fears

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Motivating Clients to Take Action: Helping Clients Overcome their Financial Fears

Target Audience

Financial advisors striving to better understand and influence client behavior.

Program Deliverables

Provide advisors with the knowledge needed to understand and interpret clients’ resistance to advice and action.

Provide sample scripts of how advisors can motivate clients to move beyond their fears and begin taking action.

Unquestionably, financial advising is a relationship business. Beyond mastering the essentials of investment management and financial planning, financial advisors must be able to “advise” people – – people who have experiences, perceptions, and reactions that influence how they think, respond, and behave.

Drawing upon his training and experience as a licensed psychologist, Dr. Jensen provides you with a crash course in understanding and influencing client behavior. Improve your ability to communicate with tough clients and break through the resistance that prevents clients from embracing and acting upon your advice.

You will learn to:

Better interpret and respond to client reactions

Alter client perceptions and behavior

Present advice through the language of opportunity

Motivate clients to move beyond their fears and to take action

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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