IGNITING “NEXT-LEVEL” GROWTH 🚀
Advisors with Financial Resources Group recently gathered for an energizing experience at the Business School of Growth — and left empowered to elevate their practices to the next level.
A powerful session with renowned performance coach, author, and speaker Dr. Rick Jensen, whose work with elite financial advisors has helped them unlock new levels of success. His message sparked a fire🔥inspiring attendees to think bigger, lead with purpose, and build their “exceptional office across the street.”
From defining their ideal client and standing out in a crowded market, to real-world case studies and invaluable insights from industry leaders at Delaware Life Insurance Company, A Group 1001 Company, Federated Hermes, and Security Benefit — the first of two workshops was packed with practical tools and bold vision.
The feedback from advisors has nothing short of glowing. Participants walked away not just with ideas đź’ˇ, but with clarity, confidence, and a renewed commitment to growth.
Dr. Rick is pictured along with other speakers, Jonathan Rodriguez and Kristen Vitale, Business Consulting team, who went over ways to leverage LPL tools for client segmentation and Jennifer Hallmark, Marketing, who shared insights on digital marketing opportunities and deliverables available to help them get started.
“No surprise — the feedback on Dr. Rick Jensen has been overwhelmingly positive, and we couldn’t be more thrilled,” said Jon, who has led the program for Financial Resources Group. “His clear, compelling delivery and the impactful stories and case studies from his years of experience left a lasting impression. We’re excited to support participating advisors as they put these insights into action.”
