Rethinking the Significance of Advice in a Sustainable Sales Practice featuring Joe Jordan (Ep. 17)

Market-centric advisory practices are unsustainable. Developing a customer-centric model is therefore imperative to ensure long-term business sustainability.In this episode, Adam Holt & Derek Notman rethink what it means to run a sustainable advisory practice. Adam and Derek bring Joe Jordan into the Rethink tank to share his profound vignette phrases and wealth of experience in the power of attitude and perspective in delivering financial guidance.Joe Jordan discusses:The power in taking a client-centric approachThe advisor evolution from a sales culture to a service cultureThe importance of taking a story-first approach in advisingThe value in helping your clients find vocation in retirementAnd moreResources:Follow RethinkFA on LinkedInJoseph Jordan Stories (as mentioned in the Pod)Connect With Joe Jordan:Linkedin: Joe Jordan Connect With Adam Holt:[email protected] LinkedIn: Adam HoltLinkedIn: Asset-MapFacebook: Asset-MapTwitter: Asset_MapYouTube: Asset-Map Schedule an Asset-Map DemoConnect With Derek Notman:ConneqtorLinkedIn: Derek NotmanLinkedIn: Conneqtor Twitter: Derek NotmanTwitter: ConneqtorFacebook: Conneqtor YouTube: Derek Notman Schedule a Call with DerekAbout Our Guest: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. Joe is also a founder of the Insured Retirement Institute and has been featured on the cover of Life Insurance Selling magazine. Hosted on Acast. See acast.com/privacy for more information.