Nothing will increase your success faster than your ability to develop unlimited influence.
Joe’s presentation is designed to transform your client discovery process into a proven strategy for growing your business.
Every principle and best practice he teaches were born from his experience working with top wholesalers and advisors at the point of sale. Over the past 12 years, he has facilitated training programs for over 12,000 financial representatives and consulted with individuals and teams seeking to perform at the next level. Joe can’t stand the thought of talented motivated financial sales professionals underperforming at the point of sale.
He brings a unique blend of passion, proven communication principles and innovation to each session to show wholesalers and advisors how to increase their focus, influence, and performance so they can accelerate the growth of their practice and better serve their clients.
He has proven expertise in assessing sales process effectiveness, facilitating ASLAN training and development workshops, and providing his clients with strategic direction and customized communication plans.
Presentations
- Unlimited Influence
- Unwavering Focus
- Unmatched Performance
Virtual Services
- Story creation ( for branding or presentations )
- Client Referral Generation
- Value Proposition Identification
- Performance Acceleration
Custom Team Building Workshops
“Joe’s greatest strength is his natural ability to connect very quickly with financial advisors in a group setting. His many years of experience presenting in front of advisors makes him an instant attraction to advisors. Joe can easily talk their talk and walk their walk. They love his down to earth style. At the most recent conference where we had him speak he was the highest rated outside speaker.”
– – Kirby Noel, Divisional Sales Manager – Northeast, RC Securities
“Joe is an amazing speaker. He is a humble man with tremendous energy and dedication for marketing. He challenged us to think outside the box and demonstrated through proven methods results that were astonishing. Joe is one of those people you wished you met twenty years ago. You will see within minutes he is dedicated to helping and understanding others. There isn’t any amount of money that could replace the passion, success and coaching he has given Manhattan Ridge Advisors. Listening to Joe was one of my best investments of time and money.””
– – Stephen Oliver, CEO Manhatten Ridge Advisors Sales Manager
” Joe has had a profound impact on the way I communicate with people. He has given me the insight and tools to connect on a much deeper level than ever before. It has significantly changed the relationships I have with my family, friends and clients ”
– – David Williams, President, Williams Financial Group
“Joe has worked with me for over 2 years as an advisor and public speaking coach. He has been a tremendous advisor for me. Not only is he an outstanding public speaker himself, but he is also an excellent teacher. As my new responsibilities at the company required me to make numerous presentations, I knew I needed help to get to the level I wanted to be. Joe’s approach is personal and relationship focused. He is able to tailor your skills. He builds both your personal skills and your confidence. It has been a tremendous help to me.”
– – Jeff Edison
Joe’s Audiences Have Included Members from…
- Cadaret Grant
- Cambridge
- Cetera
- Commonwealth
- Lincoln
- LPL
- NEXT Financial
- Royal Alliance
- Signator Investors
- SII
- Voya
- Woodbury
Travels From: Georgia
City: Atlanta
$5,001 to $10,000
