Keynotes

Running Your Business Instead of It Running You

Management Strategies Designed to Maximize Effectiveness and Efficiency

Running Your Business Instead of It Running You: Management Strategies Designed to Maximize Effectiveness and Efficiency

Target Audience

Financial advisors striving to gain control of their business, time & life.

Program Deliverables

Provide advisors with practical business and time management strategies that will help them become more productive and efficient.

This program provides advisors with the knowledge and strategies needed to maximize their organizational effectiveness and efficiency. Reviewing the best practices of elite performers in the worlds of business and sports, Dr. Rick Jensen provides advisors with what it takes to get the most from their time, energy, and resources.

Dr. Jensen reveals the specific, field-tested management systems that champions use to manage people, time, and tasks. Practical tools and best practices are reviewed to ensure that participants are able to “walk-the-talk.”

The program will address:

Learning to effectively juggle multiple roles & responsibilities

The 6 essential champion management systems

Time management strategies for maximizing efficiency

Spending time doing the right tasks with the right people

Download Program Description

Ready to get started?

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