High inflation, rising interest rates, market volatility...

 

How do financial professionals position themselves in the face of unprecedented change? Joe Jordan’s presentation, Prospering in a Post-Covid World, answers this question. He reveals the huge competitive advantage of financial professionals and how to excel in today’s marketplace.

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Joe presents an informative and inspirational outlook for our business, outlining why advisors must adapt to the new Post-COVID environment and focus on improving the client experience to be successful. Advisors will learn about the importance of Purpose Driven Retirement Planning and a story-first approach, and why financial planning is actually more like life coaching.

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Joe will explain the defining issue of the 21st century and the 6 retirement risks clients should address in pursuing their retirement goals. Clients need a partner and a plan to be successful, and that partner is their financial advisor!

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Joe's presentation addresses the three major issues facing everyone in financial services:

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• Increasing per rep productivity

• Selling a more balanced mix of business based on clients’ needs

• Building a culture based on value, not price

 

Joe Jordan is available for agency meetings, industry and association events, client appreciation and education events and more. His presentations can be customized based on your audience and meeting objectives. Call 917-601-3917 or click here to inquire about availability. 

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