Webinar Offerings

Webinar Offerings


Inspirational, educational, and entertaining programs
for financial advisors and clients

As you looking for a dynamic webinar that:

Helps advisors drive business growth?
Facilitates advisors transition to advisory services?
Motivates advisors to take their business to the next level?
Engages and entertains clients and prospects?
Nurtures relationships with client advocates & centers of influence?

If so, contact Dr. Rick today to discuss your needs & interests!

Dr. Rick will customize and deliver webinars that address your greatest needs and interests. Whether you are providing professional development for advisors or engaging clients and prospects, Dr. Rick has a program for you. Below are sample webinars delivered by Dr. Rick.


  • Drive to the Top of Financial Services
    • ​Through the lens of professional golf, learn 5 essential business lessons for taking your practice to the next level.
  • Become a Master of Business Growth
    • ​Learn proven, advisor-tested strategies for acquiring new clients and assets
  • Develop Advocacy Networks that Generate Referrals
    • Create your referral generation strategy by going beyond buying burgers and asking for referrals.
  • Transition to Advisory
    • Believe in, position, and communicate the value of your advice
  • Excel in "Major" Events: Sustain Peak Performance in the Biggest Moments
    • Apply proven strategies for managing the disruption and demands of uncertain times.
  • It's All About Trust and Opportunity: How to Motivate Clients to Act
    • ​Learn the interpersonal skills and behavioral strategies needed to build trusted relationships and move clients from fear to action.


  • Mindset of a Champion: Timeless Life Lessons Learned from Sports Greatest Champions
    • ​Learn and apply the principles used by world-class athletes to take your performance, in business and life, to the next level.
  • Build Your Personal Resilience: Managing Stress in Times of Uncertainty
    • Understand your personal reactions to uncertainty and build resilience strategiest best-fit for you.
  • Lessons from the Pros: Tour-Tested Secrets to Improving Your Golf Game
    • Execute the same training strategies used by top touring pros to improve your game and break through your scoring barrier.
  • Take Your Golf Game from the Range to the Golf Course . . . Where it Counts!
    • Learn the playing and mental strategies used by world-class golfers to successfully play to their potential on the golf course.

Ready to plan your next webinar?

Contact us today to discuss your webinar needs and interests.


"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