Dr. Jensen is not your average speaker. As a licensed psychologist who trains world-class athletes, coaches, and business leaders, Dr. Jensen delivers a level of credibility, knowledge, and experience unmatched by most presenters. He aligns quickly with audiences through his storytelling, his creative use of visual aids, and his captivating presentation style. Sharing first hand experiences with world champion athletes and leading business professionals, Dr. Jensen provides audiences with actionable takeaways to ensure they can walk the talk.

   

Topics:

JENSEN’S MOST REQUESTED ADVISOR PRESENTATIONS:

Valued strategic partners demonstrate an understanding of advisors’ primary needs – investments, business growth, transition to advisory, team management, productivity, etc. Delivering desired advisor presentations create opportunities to deliver valued training while positioning and selling your products. Following are titles of highly requested advisor presentations. Contact us for full program outlines. These include:

• Habits of the Top 1%: How the Best of the Best Separate from the Pack
• Become a Master of Business Growth
• Communicate and Demonstrate the Value of Your Advice • Swim Upstream: Attract and Acquire High-Net-Worth Clients
• Go Beyond Buying Burgers and Asking for Referrals: Develop Your Advocacy Network
• Motivate Clients to Act: Develop and Leverage Your Behavioral Finance Skills
• Transition to Advisory: It’s About More than the Money
• Drive to the Top of Financial Services: Business Lessons Learned from Sports’ Greatest Champions 

 

Example of one of Dr. Jensen’s Program Details:

HABITS OF THE TOP 1%: HOW THE BEST OF THE BEST SEPARATE FROM THE PACK:
Purpose:

• To share insights into the challenges and best practices of industry top advisors and teams.
• To deliver proven, tangible strategies that highly motivated advisors can use to achieve optimal results.

Target Audience:

• Financial advisors striving to maintain or achieve dominance in their market.

Centers of Influence:

• Firm, regional, complex and branch managers responsible for attracting and retaining top producers.
• Personnel (platform sales, meeting planning, conferences) involved with advisor training and development.
• Home office support teams providing tools and resources designed for addressing HNW clients’ needs.

Program Description

Are you among the top performers in financial services and looking to take your practice to even greater heights? Champions in sport and financial services engage in proven habits that drive continuous improvement and business growth year-over-year. The best of the best develop the discipline and behaviors needed to realize their potential and generate greater results with less effort. Drawing upon his extensive experience advising world-class athletes and financial professionals, Dr. Rick Jensen shows you how to:

• Do More than Keep Score

o Focus on what truly separates the best from the rest

o Engage in deliberate, intentional activities

• Surround Yourself with Winners o Develop and leverage your player support team
• Execute While Others Procrastinate

o Turn best practices into actionable habits

o Surround yourself with people, tools, and resources that support peak performance

Venue

• National and regional conferences, complex and branch meetings, informal luncheons, dinners, & happy hours Timeline / Format
• 45-90-minute presentation • Audio visual (screen & projector) where available

Follow-up Deliverables

• Dr. Jensen’s autographed book – Drive to the Top of Financial Services >

 

CREATIVE ADVISOR PROGRAMS – OUT-OF-THE-BOX:

When the partnering opportunity is not the typical conference keynote, breakout, branch meeting, or webinar, consider proposing an out of the box program that still hits the mark. Go above and beyond by customizing a program to meet the stated needs of your COIs and advisors. Below are titles of creative, out-of-the-box advisor programs. Contact us for full outlines. These include:

• Masters of Business Growth Workshop Series
• Advisor Coaching Sessions (Individual or Team)
• Use Golf to Drive New Business
• Top Golf: Take Your Business and Golf Game to the Next Level
• Lessons from the Pros
• Connect and Build Trust with Celebrities (Sports & Entertainment)

 

LEADERSHIP PROGRAMS – DEEPEN RELATIONSHIPS WITH KEY CENTERS OF INFLUENCE:

As you partner with leaders within your client firms, be proactive in delivering programs that align with their stated goals and priorities. Beyond delivering programs for advisors, consider how you can contribute to the leadership development of those at the top of the organization. Below are programs designed to help leaders achieve goals by enhancing their ability to recruit, coach, and motivate those they lead. Contact us for full outlines. These include:

• Scout and Recruit Champions: Build a High-Performing Team of Advisors
• Coach to the Top: Leadership Lessons Learned from Sports’ Greatest Champions
• Leadership Matters: The 5 Best Practices of Top Leaders

 

ENTERTAINING CLIENT EVENTS:

Advisors are continuously searching for ways to deepen relationships with their existing clients and to introduce themselves to targeted prospects. As a valued strategic partner, consider how you can team with your top advisors and prospective producers to deliver programs of interest to end clients. On the following pages are titles of entertaining client events. Contact us for full outlines. These include:

• The Mindset of Champions: Timeless Life Lessons Learned from Sports’ Greatest Champions
• Excel in “Major” Events: Peak Performance Strategies from the Upcoming Major / Grand Slam
• Lessons from the Pros: Tour-Tested Secrets to Taking Your Golf Game to the Next Level

 

ACTIONABLE DELIVERABLES:

Dr. Jensen’s programs are supplemented with actionable deliverables that create follow-up sales opportunities and incentive for advisors to execute on reviewed best practices. Deliverables include dozens of practice management workbooks as well as Dr. Jensen’s autographed books.

 

Contact us for full program outlines on all of the sessions on this page.

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About Dr. Jensen:

Rick Jensen is a nationally recognized performance consultant and sport psychologist. Dr. Jensen is the author of Drive to the Top: 5 Timeless Business Lessons Learned from Golf’s Greatest Champions. In golf, his clients include more than 50 touring pros on the PGA and LPGA Tours who have combined to win over 200 tour victories and a total of 33 majors.

Dr. Jensen trains tennis champions including winners of all four Grand Slam championships, and he has worked with champions from the worlds of Major League Baseball and the National Hockey League. He has a corporate background in strategic consulting.

Dr. Jensen has trained Fortune 500 executives, financial professionals, insurance agency owners and representatives at all levels with the biggest brands. Dr. Jensen has been featured on ABC, ESPN, CNN, and the Golf Channel, and is also a contributing writer for the Golf Digest and GOLF Magazine.