In this engaging conversation, John Kailunas II interviews Joe Jordan, a legendary figure in the financial services industry. They discuss Joe's journey from starting in insurance to becoming a prominent voice advocating for a life of significance in financial advising. Joe shares personal stories that shaped his career, the importance of human connection in the industry, and insights into the future of financial advisory amidst changing demographics and technology. The conversation emphasizes the need for advisors to focus on relationships and the impact they can have on clients' lives, especially as the population ages and retirement planning becomes increasingly crucial.
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