Joseph Jordan | Inspirational Speaker and Behavioral Finance Expert

Joseph Jordan

Inspirational Speaker and Behavioral Finance Expert

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Joseph Jordan
Biography

Presentations Living a Life of Significance Success is about yourself. Significance is about the impact you have on the lives of others. True value is not measure by how much money you make; it is measured by the size of the problem you can solve. And tell me what profession solves bigger problems than the ones we can? Who protects the innocent when someone dies prematurely? Who guarantees a worry-free retirement with income they can't outlive? Who protects their assets if they get sick? And finally, who can provide a legacy when they die? Only you can do all of that. Tell me that is not a life of significance. By helping a client connect emotionally, we become advocates. We become passionate protectors for those who can't speak for themselves -- for the beneficiaries, families and employees. We bring humanity back to a sales process that's become dependent upon fancy graphs and complicated projections. As important, we bring passion and motivation to ourselves and our clients so we can both wholeheartedly believe we are doing one of the most important things in the world. We live a life of significance by doing the right thing. It is always the right thing when you approach a customer with their best interests at heart. They feel it and respond. You know it and will not only earn your business, but feel terrific about the impact you're making on others' lives. Biography Joe Jordan, inspirational speaker and behavioral finance expert, is the author of the award-winning book Living a Life of Significance (Acanthus Publishing, 2013). It has sold over 90,000 copies and is translated in five languages. Formerly, Joe ran insurance sales at Paine Webber and more recently was a senior vice president at MetLife. He was responsible for retail product development and started their fee-based financial planning program and behavioral finance department. Joe is also a founder of the Insured Retirement Institute (formally known as the National Association of Variable Annuities or NAVA) and has been featured on the cover of Life Insurance Selling magazine. For three consecutive years, he has been honored by Irish America magazine as one of the "Top 50 Irish Americans on Wall Street." He was inducted into the Fordham Football Hall of Fame and has played rugby for the New York Athletic Club for 30 years.

Joseph Jordan
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Living a Life of Significance

Success is about yourself. Significance is about the impact you have on the lives of others. True value is not measure by how much money you make; it is measured by the size of the problem you can solve.

And tell me what profession solves bigger problems than the ones we can? Who protects the innocent when someone dies prematurely? Who guarantees a worry-free retirement with income they can't outlive? Who protects their assets if they get sick? And finally, who can provide a legacy when they die? Only you can do all of that. Tell me that is not a life of significance.

By helping a client connect emotionally, we become advocates. We become passionate protectors for those who can't speak for themselves -- for the beneficiaries, families and employees. We bring humanity back to a sales process that's become dependent upon fancy graphs and complicated projections. As important, we bring passion and motivation to ourselves and our clients so we can both wholeheartedly believe we are doing one of the most important things in the world.

We live a life of significance by doing the right thing. It is always the right thing when you approach a customer with their best interests at heart. They feel it and respond. You know it and will not only earn your business, but feel terrific about the impact you're making on others' lives.

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Joseph Jordan

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