THOUSANDS OF PRESENTATIONS TO OVER

400,000 FINANCIAL PROFESSIONALS

Technology. Regulation. Demographics...

How do financial professionals position themselves in the face of unprecedented change? Joe Jordan’s presentation, A GUIDE TO THRIVING IN A CHANGING WORLD, answers this question. He reveals
the huge competitive advantage of financial professionals and how to excel in today’s marketplace.

Joe deals with the three major issues that everyone in financial services deals with:

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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 617-717-8294 or click the button below to inquire about availability. 

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Adapt

Learn How Financial Professionals Can Adapt To Today's Changes

Connect

Connect With  Clients Using The Lost Art Of Storytelling

Grow

Increase Productivity & Reinforce A Client-Centric Culture

PAST SPEAKING EXPERIENCE INCLUDES

HUNDREDS MORE...

ABOUT JOE JORDAN

Award-winning author of Living a Life of Significance (Acanthus Publishing, 2013). It has sold over 100,000 copies and is translated in five languages.

Formerly, ran insurance sales at Paine Webber and more recently was a senior vice president at MetLife. 

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Founder of the Insured Retirement Institute and has been featured on the cover of Life Insurance Selling magazine.

For three consecutive years, honored by Irish America magazine as one of the "Top 50 Irish Americans on Wall Street."

Inducted into the Fordham Football Hall of Fame and played rugby for the New York Athletic Club for 30 years.

SPEAKING TESTIMONIALS

Jim Ruta

Co-Founder, Program Director and Emcee

Canada Sales Congress

"As the co-founder, program director and emcee for the annual Canada Sales Congress in Toronto, I can say without reservation that we have had no better closing speaker for our 1400 delegates than Joe Jordan in 2018. In fact, in the 6 years we have produced the event, and the more than 80 speakers we have seen, Joe is without question one of the very best speakers of them all – I’d have him tied for top spot.

I recommend Joe Jordan without any hesitation to any organization or company looking to add a highlight reel speaker to their convention or conference program. If you are working for financial advisors anywhere in the world, you cannot do better than bringing Joe in for your event. He’ll make you look like a genius for doing it."

Joe Jordan did a phenomenal job as our keynote speaker at the 2019 Medicare Supplement Conference. You will not find a more focused, inspirational and relevant person to use as a speaker or partner for your event. He was right on target when he said that our business needs to evolve from a commodity/ transactional business model to a service planning model. His presentation went beyond Medicare and also talked about the need to create a lifestyle sustaining income. I’ve known Joe for years... and, for those of you who know me, I’m not easily impressed. Joe CONTINUALLY impresses me! 

Jesse Slome,

Director

American Association for Medicare Supplement Insurance