Joe Jordan

Bringing The Financial Services Business From The Head To The Heart.

Hundreds Of Presentations To Over 400,000 Financial Professionals In 28 Countries Around The World

High inflation, rising interest rates, market volatility…

How do financial professionals position themselves in the face of unprecedented change? Joe Jordan’s presentation, Prospering in a Post-Covid World, answers this question. He reveals the huge competitive advantage of financial professionals and how to excel in today’s marketplace.

​Joe presents an informative and inspirational outlook for our business, outlining why advisors must adapt to the new Post-COVID environment and focus on improving the client experience to be successful. Advisors will learn about the importance of Purpose Driven Retirement Planning and a story-first approach, and why financial planning is actually more like life coaching.

​Joe will explain the defining issue of the 21st century and the 6 retirement risks clients should address in pursuing their retirement goals. Clients need a partner and a plan to be successful, and that partner is their financial advisor!

​Joe’s presentation addresses the three major issues facing everyone in financial services:

  • ​Increasing per rep productivity
  • Selling a more balanced mix of business based on clients’ needs
  • Building a culture based on value, not price
  • Living a Life of Significance
  • Prospering In A Post-COVID World
  • The 6 Retirement Risks

“Women are in position to excel in this field—an enormous, yet often overlooked, opportunity that Joe has talked about for years. Having spoken around the world and translated his book into five languages, Joe is a great ambassador for this industry, opening its arms to all people regardless of gender, culture or background.”
Evelyn Gellar, LUTCF, RICP®, CDFA® National Past President, Women in Insurance & Financial Services

“In my 20-year association with Joe, I have known him to be passionate, funny, and a great communicator. Especially in this day and age, Joe’s message is a constant motivation for sales people to do the right thing always.”
Bob Benmosche (deceased) Former President and CEO, AIG

“Joe Jordan has that unique combination of passion and experience that only advisors can appreciate. His dedication to our profession comes through so clearly that he motivates you to share with more potential clients what our products do to fulfill dreams and ensure financial dignity.”
Philip Harriman Former MDRT President

“There are only a small handful of people in this world who go about their everyday life working to make a difference, and Joe is one of them. A Life of Significance is something we all must choose to do, and Joe supplies the motivation.”
Gordon Watson, CEO of AXA Asia

Partial List of Clients and Keynotes


  • MDRT
  • Wells Fargo
  • Pacific Life
  • PFS
  • Forum 400


  • The American College Knowledge Summit
  • Money Marketing Retirement Summit, Monte Carlo
  • MEGA Conference, Malaysia
  • MDRT Experience in Seoul, Korea
  • Asian Pacific Life Conference in Bangkok, Thailand
  • Conference for African American Financial Professionals
  • MDRT Experience in Bangkok, Thailand
  • MDRT Main Platform
  •  Manulife financial meeting in bangkok, thailand
  • LImra brazil
  • MDRT Experience India
  • Over 40 Regional NAIFA and FPA Meetings
  • Keynote Speaker at the LIMRA
  • Distribution Conference, Hong Kong
  • chairman of the PFS Conference in Birmingham, UK
Travels From:  New York
$5,001 to $10,000


Joe Jordan, inspirational speaker and behavioral finance expert, is the author of the award-winning book Living a Life of Significance (Acanthus Publishing, 2013). The book has sold over 100,000 copies, is translated in five languages and was featured in Nick Murray’s “The Advisor’s Essential Library.”

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.

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.


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.

The aftermath of the COVID pandemic has forced us all to adapt to a turbulent environment dominated by high inflation, rising interest rates, and economic instability. I’d like to give a presentation that will inspire advisors and provide them with up-to-date, actionable ideas so they can be successful in these challenging times.

Faced with volatile markets, capricious government policies, and fearful clients, this is your advisors’ best opportunity to proactively reach out to clients and new prospects, build trust and relationships, and deliver extraordinary value. In this in-person or virtual presentation, my goal is to take the business from the head to the heart. I will inspire your advisors to make their calls, generate referrals, and add value to their client


  • Is this happening to you or for you?
  • Overcoming the fear of rejection – Learn how to face your fears by realizing that you are part of a noble profession.
  • The new Purpose Driven Retirement Planning – Evolving from Financial Advisor to Life Coach.


  • To maintain that positive attitude.
  • Establish gratitude Fridays


  • Clients need a plan, clients need a partner.
  • Strategies to reduce the impact of the Sequence of Returns.
  • Ways to reduce taxes and increase Social Security payments.
  • How the SECURE Act changed wealth transfer.


  • BELONGING – the need for human contact.
  • PURPOSE – requires a commitment greater than what is in it for you.
  • STORYTELLING – all wisdom comes from specific human experiences. Provides access to six months (two per month) of financial planning stories via email.
  • TRANSCENDENCE – out of body experience when you help others.


Maximize Social Security by delaying (unique explanation) plus explanation of mortality credits and possible use of immediate annuities to support fixed expenses and provide lifetime income. Why longevity and life insurance are especially important issues for women.

They go up and down!

Eye opening discussion on how much one must set aside to provide additional income. Clients don’t know how to turn assets to income.

Simple to follow explanation of this risk and how losses in early years of retirement can be especially damaging. The importance of having a buffer asset to minimize the damage to the portfolio during market downturns.

Simple non-analytic easy to follow explanation of loss of purchasing power Using postage stamps and S&P from 1992 to 2022 (30 year retirement horizon tied to life expectancy of non smoking couples). The rising costs of Medicare premiums and IRMAA (Income-Related Monthly Adjustment Amount), and their impact on Social Security benefits.

The odds of having a chronic adverse health condition in retirement.


Areas of expertise

  • Increasing per rep productivity
  • Selling a more balanced mix of business based on clients’ needs
  • Building a culture based on value, not price
  • Storytelling
  • Behavioral Finance

Related Speaking Topics

© 2024 Ro Morrison & Assoc.