DR. RICK JENSEN'S
MASTERS OF BUSINESS GROWTH
Proven Strategies for Acquiring New Clients and Assets
A virtual-live, executive coaching program for financial advisors
delivered by one of America’s premier performance coaches!
STARTS FEBRUARY 8, 2021
LIMITED TO 15 ADVISORS - ENROLL EARLY
As a Financial Advisor, are you looking to:
If so, the Masters of Business Growth program is for you!
Accelerate your rate of business growth?
Acquire more qualified clients and assets?
Work with clients of greater wealth?
Improve your personal and career satisfaction?
Start running your business, rather than it running you?
FACILITATED BY RENOWNED PERFORMANCE COACH - DR. RICK JENSEN
Dr. Rick Jensen has spent his career coaching champions in the world of financial services and professional sports. For two decades, Dr. Rick has coached top advisors from respected firms including Merrill Lynch, Morgan Stanley, UBS, Wells Fargo Advisors, LPL, Raymond James, and numerous RIAs.
In the world of sports, Dr. Rick’s PGA and LPGA clients have combined to win 33 major championships, and in tennis, Dr. Rick has trained winners of all four grand slam championships. He is the author of Drive to the Top of Financial Services and has been featured on CNN, ABC, ESPN, and Golf Channel.
MEASURABLE PROGRAM BENEFITS & RESULTS
Advisors who have graduated from the Masters of Business Growth program have seen measuralbe results. As a group, they've averaged:
- 3x increase in annual net new assets
- 5x annual growth rate of peer group
- More revenue in fewer hours worked
- Increased career satisfaction
WORKSHOPS, PEER COLLABORATION & ONE-ON-ONE COACHING (6-MONTHS)
The Masters of Business Growth (MBG) program is a 6-month, virtual-live course focused entirely on business growth. The interactive curriculum includes monthly workshops, peer collaboration, and one-on-one coaching, all facilitated by Dr. Rick Jensen. Save time and travel costs as you work with Dr. Rick and like-minded financial professionals across a range of learning opportunities including:
- Six 2-hour group workshops
- Six 1-hour group implementation sessions
- Six 1-hour one-on-one coaching sessions
- On demand access to & support by Dr. Rick Jensen
SPRING SEMESTER SCHEDULE & FEE
February 8, 2021 - July 12, 2021 (every other Monday @ 4pm EST)
Fee: $2000 down + $950/mth for six months (or one-time payment of $7700)
- February 8, 2021 Workshop #1 (4-6pm EST)
- February 22, 2021 Implementation session #1 (4-5pm EST)
- To be scheduled One-on-one coaching session #1
- March 8, 2021 Workshop #2 (4-6pm EST)
- March 22, 2021 Implementation session #2 (4-5pm EST)
- To be scheduled One-on-one coaching session #2
- April 5, 2021 Workshop #3 (4-6pm EST)
- April 19, 2021 Implementation session #3 (4-5pm EST)
- To be scheduled One-on-one coaching session #3
- May 3, 2021 Workshop #4 (4-6pm EST)
- May 17, 2021 Implementation session #4 (4-5pm EST)
- To be scheduled One-on-one coaching session #4
- May 31, 2021 Workshop #5 (4-6pm EST)
- June 14, 2021 Implementation session #5 (4-5pm EST)
- To be scheduled One-on-one coaching session #5
- June 28, 2021 Workshop #6 (4-6pm EST)
- July 12, 2021 Implementation session #6 (4-5pm EST)
- To be scheduled One-on-one coaching session #6
CLASS SIZE LIMITED TO 15 QUALIFIED ADVISORS
To ensure personalized attention and maximum results, class size is limited to 15 qualified advisors. To reserve your seat, please schedule a goodness-of-fit consultation for upcoming semester. Advisor qualification criteria:
- Focus on business growth
- Annual revenue > $500,000
- Spirit of peer collaboration
- Commitment to execution
The MBG program draws upon Dr. Rick's collective expertise in business growth, practice management, and performance psychology. Dr. Rick shares field-tested best practices and case studies from top advisors across wirehouses, independent BDs, RIAs, and banks. The program highlights Dr. Rick's 6-12-24 Disciplined Growth curriculum - 6 essential growth disciplines,12 achievement accelerators, and 24 tangible growth deliverables.
PROVEN, PRACTICAL BUSINESS GROWTH STRATEGIES
MASTER 6 DISCIPLINES OF GROWTH
Business growth is not the result of any single client acquisition tactic. Sustained, substantial growth is driven by the execution of an intentional, multidisciplinary business growth plan. Dr. Rick will help you customize your plan by providing actionable strategies and tools across the following 6 disciplines of growth:
Business Specialization: High-net-worth individuals value specialized advice, not commoditized portfolios and products. Learn how to identify your target market, communicate your specialized value proposition, attract A-prospects, and build your specialized practice blueprint.
Exceptional Service: To sustain business growth, you must deliver on your value proposition by providing exceptional service. Your service differentiators not only increase client retention and wallet share, but they appeal to client advocates and centers of influence who are primary sources of referrals.
Capacity Management: Cease being bogged down by the necessary non-essentials that detract you from engaging in high priority activities that drive business growth. Learn to create the capacity to grow by mastering Dr. Rick’s best-fit client segmentation, delegation, and service delivery systems.
Referral and Prospect Generation: Generating substantial referrals and prospects involves much more that buying an accountant a burger or asking for referrals. Learn how top growth advisors build advocacy networks and referral vehicles that repeatedly generate unsolicited, qualified referrals.
Impact Marketing: Stop wasting valuable time and resources on ineffective marketing campaigns that achieve webpage views and social media likes, but no new qualified clients. Create a marketing strategy that builds your brand, pours fuel on your growth strategy, and attracts targeted prospects.
Relationship Development: As advice becomes less transactional and more planning-centric, relationship development skills are needed to increase client retention, wallet share, fees, and referrals. Learn the behavioral finance and advice-giving strategies needed to build trust, inspire confidence, and motivate clients to act.
PRACTICAL, PROVEN BUSINESS GROWTH DELIVERABLES
Each of the 6 disciplines of growth is supported by actionable workbooks comprised of proven deliverables (templates, self-assessments, scripts, diagrams, spreadsheets). These 24 dynamic workbooks, coupled with Dr. Rick' one-on-one coaching, ensure that you can walk-the-talk and implement upon the lessons learned in each workshop.
WHAT IS THE COST OF INACTION?
If you are questioning if now is the time to spend $7700 to accelerate your business growth, consider "What is the opportunity cost of not investing in yourself?" Dr. Rick Jensen's Masters of Business Growth program provides you with world-class coaching that will transform your business growth and satisfaction, year-over-year. When you invest in yourself, the return on your investment is exponential.
Ready to get started?
Contact us today to schedule a complementary goodness-of-fit consultation.
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