Purpose-Driven Retirement Planning
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Our business is not a story of numbers. It’s a story of lives.
The myth that retirement is a phase of relaxation and leisure has been proven false. People need meaning and purpose in retirement — coupled with financial security for a lifestyle-sustaining income, protection against illness and the guarantee of leaving a legacy.
That puts our profession at a premium. Join inspirational speaker and behavioral finance expert, Joe Jordan as you discover:
- The importance of helping clients find meaning in retirement
- How to overcome obstacles such as the fear of rejection
- Ways to incorporate the lost art of storytelling into your business
- Strategies to address major risks that prevent clients from achieving purpose-driven goals
Take your business from your head to your heart by adopting a new perspective and planning tools. Save your seat for this exceptional keynote presentation!
Mike McGlothlin, CFP®, CLU®, ChFC®, LUTCF®, NSSA® is a bestselling author, industry-renowned speaker and expert in growth strategies for financial advisors.
Today as the Executive Vice President of Retirement for Ash Brokerage, he leads 65 direct reports who have grown the business line to one of the largest wholesaling teams in the Brokerage General Agency space.
As a professional guide, he can help any financial advisor looking to create exponential revenue growth, to find new clients and better streamline their operations by incorporating simple methodologies and proven models.
Joe Jordan is a successful inspirational speaker, behavior finance expert and author of the award-winning book Living a Life of Significance. Joe has previous insurance experience Paine Webber and most recently at MetLife, where he was responsible for retail product development and started their fee-based financial planning program and behavioral finance department.