WEBCAST: Prospering in a Post-COVID World

Thursday, January 28, 2021

The COVID-19 pandemic has caused a fundamental paradigm shift in the way we deal with clients in the financial services industry. It has accelerated changes that were happening before the pandemic brought about by the outside forces of technology, regulation, and demographics. Even with the successful development of vaccines, our industry will not “return to normal” but instead will move to a “new normal.” Use of virtual tools and other changes are here to stay. In that sense, COVID is not happening to you but for you. Inspirational speaker and behavioral finance expert Joe Jordan will present an informative and inspirational outlook for 2021, outlining why professionals must adapt to this new environment and focus on improving the client experience to be successful.

About Joe

Joe Jordan, inspirational speaker and behavioral finance expert, is the author of the award-winning book Living a Life of Significance (Acanthus Publishing, 2013). 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. For three consecutive years, he has been honored by Irish America magazine as one of the "Top 50 Irish Americans on Wall Street."