Speaking
BOOK JOE JORDAN FOR YOUR NEXT AGENCY,
INDUSTRY OR ASSOCIATION MEETING!
Your Purpose As A Financial Professional
Joseph Jordan - Living a Life of Significance
Joe Jordan Speaking Clip - June 2017
THOUSANDS OF PRESENTATIONS TO OVER
400,000 FINANCIAL PROFESSIONALS
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 for a "Life of Significance" with meaning and purpose in retirement. He reveals the huge competitive advantage of financial professionals and how to excel in today’s marketplace.
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 and a story-first approach, why financial planning is actually more like life coaching, and how clients too should be Living a Life of Significance.
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!
Joe's presentation addresses the three major issues facing everyone in financial services:
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Increasing per rep productivity
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Selling a more balanced mix of business based on clients’ needs
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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.
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
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Award-winning author of Living a Life of Significance (Acanthus Publishing, 2013). It has sold over 150,000 copies and is translated in five languages.
Joe is the recipient of the 2023 John Newton Russell Memorial Award. The award is the highest honor accorded by the insurance industry for outstanding services to the institution of life insurance.
Formerly, ran insurance sales at Paine Webber and more recently was a senior vice president at MetLife.
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
FOR MEETING PLANNERS
Speaker Kit
Speaker Intro - Click here to download PDF version
** Please read word for word on day of event**
Media Kit - Click here to download PDF
Room/AV Setup - Click here to download PDF