Joseph Jordan
Inspirational Speaker and Behavioral Finance Expert
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New York, NY
Joseph Jordan
Biography
Joe Jordan is the author of the award-winning book Living a Life of Significance (Acanthus Publishing, 2013). He has given hundreds of presentations to over 400,000 financial professions in 28 countries around the world.
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, Joe ran insurance sales at Paine Webber and more recently was a senior vice president at MetLife.
Joe is a founder of the Insured Retirement Institute and has been featured on the cover of Life Insurance Selling magazine.
Joseph Jordan
Featured Video
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Joseph Jordan
Featured Keynote Program
Purpose Driven Retirement Planning
Acclaimed finance speaker and author Joe Jordan has spoken to legions of financial professionals around the world. His latest presentation, Purpose Driven Retirement Planning, has thrilled audiences with an informative and inspirational outlook for our business, outlining how clients need help both planning for their financial future and preparing to have meaning and purpose in retirement.
Advisors will learn why financial planning is becoming more like life coaching, something that AI alone can’t do. He’ll explain the defining issue of the 21st century (the aging population) and the 6 retirement risks clients need help to address. The risks include: longevity/depleting assets, market volatility, safe withdrawal rate, sequence of returns, inflation, and health. These positive trends and Joe’s powerful presentation will equip advisors with the tools they need to prosper in today's golden age of advice!
Key Learning Outcomes:
• The importance of Purpose Driven Retirement Planning that focuses on clients’ need to find meaning in retirement.
• The demographics of an aging population and longer lifespans will shrink programs like Social Security and Medicare while putting financial selfreliance and our profession in a premium position.
• Incorporating the lost art of storytelling into your business (reinforced by monthly stories emailed to attendees).
• Reviewing the major risks that clients face today in retirement that should be addressed so they can achieve their purpose driven goals.
Advisors will learn the ways & means of successful planning and client retention!
Frequently Asked Questions
Quick answers to some of the most common questions about booking Joseph Jordan for your event.
How do I book Joseph Jordan for my event?
Booking Joseph Jordan with Premiere Speakers Bureau is a streamlined 4-step process:
- Availability Check: Contact us with your event date and budget to verify if your desired speaker is available.
- Hold Date: We place a temporary "hold" on the speaker's calendar while you finalize internal approval.
- Contracting: We issue a contract outlining the fee, cancellation policy, and event expectations.
- Logistics: Once signed, our event management team handles all travel booking, itinerary, and AV requirements.
Why should I partner with Premiere Speakers Bureau rather than contacting speakers directly?
Partnering with Premiere Speakers Bureau provides a comprehensive safety net for your event that direct booking cannot match. You get the same speaker for the same price, but with a dedicated team with over 30 years of event experience handling contracts, logistics, and are prepared for any emergency. We know what it takes to run an excellent event.
What makes Premiere Speakers Bureau unique compared to other agencies?
Premiere Speakers Bureau distinguishes itself by having over 30 years of experience while partnering with more than 35,000 events. PSB has also built a streamlined, fully online process that makes booking a speaker, handling travel and payments extremely easy for anyone looking to plan a speaker led event.
How does Premiere Speakers Bureau's 'Zero Cost Service' model work?
Premiere Speakers Bureau operates on a 'Zero Cost Service' model for event planners. Our services—including research, booking, and logistics—are always free to the client. The speaker covers our commission from their standard honorarium as payment for our role in marketing and managing their engagements.
How are speaker fees structured, and what is typically included?
A speaker's fee typically covers the keynote presentation, a pre-event planning call, and standard customization. Travel expenses are usually billed separately.
What are the standard policies for speaker travel and expenses?
Travel expenses are negotiated during contracting. We generally recommend a flat travel fee for simplicity, though we also offer line-by-line invoicing when preferred. PSB ensures these expenses adhere to professional standards, and our Event Portal allows for easy tracking and invoicing.