How do financial professionals position themselves in the face of unprecedented change?

 

Purpose Driven Retirement Planning is Joe's new presentation in which he discusses how clients need help both planning for their financial future and preparing to have meaning and purpose in retirement, something that AI alone can't do. 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 environment and focus on improving the client experience to be successful. Advisors will learn about the importance of Purpose Driven Retirement Planning, a story-first approach, and why financial planning is actually becoming more like life coaching.

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Further, the demographic trends point to unparalleled opportunities. Joe will explain the defining issue of the 21st century - the aging population - and the 6 retirement risks clients need help to address. Don't miss out on the coming golden age of financial planning! Joe will inspire advisors to make their calls, generate referrals, and add value to their client relationships.

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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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