Prospering In a Post-COVID World | Presented by Joseph Jordan

Tue, Jul 27, 2021 10:00 AM – 11:00 AM PDT

This presentation seeks to take the business from the head to the heart. Jordan would like to propose a solution that fits into your existing situation to inspire advisors and provide them with up-to-date, actionable ideas. Faced with volatile markets, capricious government policies, and fearful clients, this is your best opportunity to proactively reach out to clients and new prospects, build trust and relationships, and deliver extraordinary value. You will be inspired to make calls, generate referrals, and add value to your client relationships.

Key topics in this presentation:

  • Right mindset dealing with COVID’s aftermath
  • Power of gratitude
  • Our products and services were made for markets like this
  • Client centricity – 4 pillars of a significant life
  • Built on 2 foundations – prospecting and everything else
  • The 6 retirement risks

Joe Jordan, inspirational speaker and behavioral finance expert, is the author of the award-winning book, Living a Life of Significance. The book has sold over 125,000 copies, is translated in five languages and was featured in Nick Murray’s “The Advisor’s Essential Library.” He has given hundreds of presentations to over 400,000 financial professionals in 28 countries around the world.