Market-centric advisory practices are unsustainable. Developing a customer-centric model is therefore imperative to ensure long-term business sustainability.
In this episode, Adam Holt & Derek Notman rethink what it means to run a sustainable advisory practice. Adam and Derek bring Joe Jordan into the Rethink tank to share his profound vignette phrases and wealth of experience in the power of attitude and perspective in delivering financial guidance.
Joe Jordan discusses:
- The power in taking a client-centric approach
- The advisor evolution from a sales culture to a service culture
- The importance of taking a story-first approach in advising
- The value in helping your clients find vocation in retirement
- And more
Resources:
Connect With Joe Jordan:
Connect With Adam Holt:
Connect With Derek Notman:
About Our Guest:
Joe Jordan, inspirational speaker, and behavioral finance expert is the author of the award-winning book Living a Life of Significance (Acanthus Publishing, 2013). 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 and has been featured on the cover of Life Insurance Selling magazine.
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