Search

There is a negative global perception of the financial services profession, as evidenced by recent regulatory actions. Coupled with the rise in technology and robo-advisors, some are now questioning the viability of the industry. Jordan teaches you how to thrive in this hostile environment. He shares why a transformational culture change is necessary to refocus our business purpose on making sure the money outlives the people and provides independence and dignity to an aging population. He covers three major issues that all financial services professionals face: • How to increase per rep productivity • How to sell the right mix of business based on clients’ needs • How to build a culture based on value not price

There is a negative global perception of the financial services profession, as evidenced by recent regulatory actions. Coupled with the rise in technology and robo-advisors, some are now questioning the viability of the industry. Jordan teaches you how to thrive in this hostile environment. He shares why a transformational culture change is necessary to refocus our business purpose on making sure the money outlives the people and provides independence and dignity to an aging population. He covers three major issues that all financial services professionals face:
• How to increase per rep productivity
• How to sell the right mix of business based on clients’ needs
• How to build a culture based on value not price