PERFORM LIKE A PROPERFORM LIKE A PROIN TIMES OF UNCERTAINTYIN TIMES OF UNCERTAINTY

Strategies for Sustaining Peak PerformanceStrategies for Sustaining Peak PerformanceDevelop the behavioral finance skills needed to help clients overcome their financial fears, appreciate the value of your advice, and re-enter the markets with confidence.

Leverage the expertise of Dr. Rick Jensen, a performance psychologist and coach to world-class athletes and financial advisors.

Webinar Series for Financial Advisors

Motivate Clients to Act: Prepare Clients for a Return to the Market

Purpose: Learn the process and behavioral strategies needed to move clients from fear to action

In these uncertain times, clients’ risk tolerance has been tested. As time goes on, clients ponder the risks associated with returning to the market. A risk that often goes overlooked is the “risk of inaction.” In times of uncertainty, your advice is only as good as that which is executed. Learn to draw upon four skills used by psychologists to move clients from fear to action. Dr. Jensen provides strategies to:

• Prepare your clients to re-enter the market• Help clients see and focus on opportunities, not threats• Motivate clients to act upon your advice

The Cardinal Rule: In Uncertain Times,Deliver a Dose of Certainty

Purpose: Help advisors understand and address clients’ negative reactions to uncertainty

When faced with uncertainty, some clients react in the extreme. Clients may resist or reject your advice even when it is well-founded and in their best interest. Behavioral psychologists are trained to look beyond these reactions and focus on the underlying causes. Learn to uncover and manage the causes (i.e., the real risks) that push clients to the extreme. Dr. Jensen helps you:

• Focus on the cause (not the symptoms) of client reactions• Position and leverage your risk management capabilities• Intervene early . . . via a dose of certainty

Rick Jensen, Ph.D., is a renowned performance coach, sport psychologist, and author. In financial services, Dr. Jensen has consulted with top broker dealers, record keepers, and insurance companies including Merrill Lynch, Morgan Stanley, Wells Fargo, UBS, AIG, Transamerica, and Prudential. He regularly coaches financial advisors, sales teams, and relationship managers.

In golf, his clients have combined to win over 200 tour victories and 33 major championships. Dr. Jensen has trained tennis champions including winners of all four Grand Slam championships. He has been featured on ABC, ESPN, CNN, and Golf Channel, and is also a contributing writer for Golf Digest and GOLF Magazine.

To Care for Others, We Must Care for Ourselves: Self-Care in Times of Uncertainty

Purpose: Deliver proven self-care strategies for financial professionals

Professional athletes perform under pressure by relying on mental toughness strategies to stay focused, manage thoughts, and control emotions. You can utilize the same strategies to remain healthy and effective as you serve others during uncertain times. Learn how you uniquely manifest stress and the self-care strategies best-fit for you. Drawing upon his work with world-class athletes, Dr. Jensen will help you:

• Identify and manage personal reactions and stress• Understand how to support stressed staff and colleagues• Apply the self-care strategies needed to build resilience

In the Middle of Uncertainty Lies Opportunity:Be on the Lookout for Business Growth Purpose: Identify and pursue business growth opportunities during times of uncertainty

In times of uncertainty, opportunities emerge for advisors to attract and acquire new clients and assets. As prospective clients question their current financial situation, they explore alternatives that may deliver better results. Put yourself in position to provide inquiring prospects with the information, answers, and options they seek. Dr. Jensen provides advisors with concrete ideas to:

• Attract and acquire new clients and assets• Generate referrals from an engaged advocacy network• Create referral vehicles that attract qualified prospects

It’s All About Trust: How Uncertain TimesCan Deepen Client Relationships

Purpose: Develop the interpersonal skills needed to build long-term trusted relationships

Under adverse conditions, clients turn to those they trust for advice and guidance. The more clients trust you, the more likely they are to implement your recommendations. Learn the conversational strategies used by professional psychologists to uncover and address clients’ primary needs in times of uncertainty. Present yourself as the credible, go-to advisor in these difficult times. Dr. Jensen will show you how to:

• Use the “3 C’s of Trust” to deepen client relationships• Establish and promote your credibility• Facilitate meaningful, client-centric conversations

Webinar Series for Financial Advisors

The Value of Advice: Now is the Time to Demonstrate Your Specialized Value

Purpose: Help advisors demonstrate and deliver upon the value of their advice

Shifting your practice to an advisory, fee-based model requires more than a simple change in fee structure. You must also be able to convey the value of your advice when clients challenge you to justify your proposed advisory fee. In the absence of value, clients begin questioning fees. Leverage today’s uncertainty to demonstrate the value of your specialized advice. Dr. Jensen helps you:

• Differentiate your advice from the competition• Address targeted opportunities in these uncertain times• Clarify and communicate the value of your advice

To book Dr. Rick for your advisor webinar, email rick@drrickjensen.com or call 954-752-3333

PERFORM LIKE A CHAMPIONPERFORM LIKE A CHAMPIONIN TIMES OF UNCERTAINTYIN TIMES OF UNCERTAINTY Life Lessons Learned from Sports’ ChampionsLife Lessons Learned from Sports’ Champions

Provide clients with valuable life lessons and a needed break from the monotony and hardship of being confined at home. Drawing upon his experiences coaching

world-class athletes, Dr. Rick Jensen will entertain and educate clients to perform like champions in these uncertain times.

Webinar Offering for Clients

Drive to the Top: Timeless Life LessonsLearned from Sports’ Greatest Champions

Purpose: Learn to apply the principles used by world-class athletes to take your performance to the next level

Are you interested in learning what it takes to become best in the world at what you do? Top performers, in sport, business, and life, design and execute plans that focus upon identifying, prioritizing, and acting upon the greatest opportunities in their field of play. As a result, these champions achieve higher levels of success with less effort. Through the lens of professional sports, Dr. Jensen helps you:

• Remain focused on what’s essential• Identify, prioritize and act upon your opportunities• Walk-the-talk - execute

The Weakest Link Breaks Under Pressure: Keys to Performing When It Counts

Purpose: Understand why people “choke” under pressure in sports, business, and life . . . and what to do about it

Whether you are trying to sink a putt to win a golf match or close an important business deal, performing under pressure is essential. Too often individuals feel they “choke” when it matters most, and proclaim themselves as lacking mental toughness. Dr. Jensen provides you with the keys to performing to your potential under pressure, in sports, business and life. You will learn to:

• Identify the causes for your cracking under pressure• Shore up the weak links in your performance chain• Think like a champion when it counts

Rick Jensen, Ph.D., is a renowned performance coach, sport psychologist, and author. In financial services, Dr. Jensen has consulted with top broker dealers, record keepers, and insurance companies including Merrill Lynch, Morgan Stanley, Wells Fargo, UBS, Delaware Life, AIG, and Prudential. He regularly coaches financial advisors, sales teams, and relationship managers.

In golf, his clients have combined to win over 200 tour victories and 33 major championships. Dr. Jensen has trained tennis champions including winners of all four Grand Slam championships. He has been featured on ABC, ESPN, CNN, and Golf Channel, and is also a contributing writer for Golf Digest and GOLF Magazine.

Building Your Personal Resilience: ManagingStress in Times of Uncertainty

Purpose: Understand your personal reactions to uncertainty and the stress management strategies best-fit for you

While performing under adversity, professional athletes rely on mental toughness strategies to stay focused, manage thoughts, and control emotions. You can utilize the same strategies to remain healthy and effective as you manage yourself in these uncertain times. Learn how you uniquely manifest stress and the self-care strategies best-fit for you. Drawing upon his work with world-class athletes, Dr. Jensen will help you:

• Identify and manage personal reactions and stress• Understand how to support stressed friends and family• Apply the self-care strategies needed to build resilience

Lessons from the Pros: Tour-Tested Secrets to Taking Your Golf Game to the Next Level Purpose: Apply lessons from top touring pros to break through your scoring barrier

Have you hit a plateau in your golf game? Are you looking to finally break 100, 90, 80, 70? Gain an insider’s perspective into the practice and playing strategies of your favorite touring pros. Take away lessons from the pros that you can apply to your game immediately – regardless of your handicap. Learn how to improve your driving distance, iron play, and short game, Dr. Jensen teaches you:

• The 4 steps to mastery - building skills that stick• How to practice like the pros• The secrets to Tiger’s dominance and what’s changed since

Motivating and Nurturing Champions: Supporting Your Children’s Dreams

Purpose: Learn proven strategies for contributing to and nurturing your children’s achievements

Uncertain times can create opportunities for reflection and self-improvement. As our children have some time to reflect upon their life aspirations, we can improve our contributions to their success. Do you question the strategies that you use to motivate, encourage, and support your children as they pursue their academic, career, and athletic endeavors? Dr. Jensen will provide you with proven strategies to:

• Help children clarify their career interests and goals• Support your children’s academic and athletic endeavors• Establish valued relationships with your children

Webinar Offerings for Clients

Take Your Golf Game from the Range to the Golf Course . . . Where it Counts!

Purpose: Learn the playing and mental strategies used by top touring pros to take their games to the golf course

Do you struggle to take your golf game from the practice range to the golf course? Do you miss shots at the most inopportune times? Can you play to your potential when it counts? Learn the strategies used by top touring pros to ensure that their skills transfer from the practice arena to the golf course – where it counts! Dr. Jensen teaches you what tour pros know (and do) that you can to. Learn how to:

• Build skills that transfer to the course• Be a master of transfer training - the missing link• Develop the mental skills needed to perform under pressure

To book Dr. Rick for your client webinar, email rick@drrickjensen.com or call 954-752-3333