Clients need help both planning for their financial future and preparing for a retirement filled with meaning and purpose. Jordan shares why financial planning is becoming more like life coaching and the six retirement risks clients need your help to address.
Joseph Jordan is an inspirational speaker, behavioral finance expert and author of the award-winning book “Living a Life of Significance,” which has sold more than 150,000 copies and is translated into five languages. Jordan has given hundreds of presentations to more than 400,000 financial services professionals in 28 countries around the world and was the recipient of the 2023 John Newton Russell Memorial Award, the highest honor accorded by the insurance industry for outstanding services to the institution of life insurance.
