Presentations that assist advisors in Extending Value Beyond Investing

An FBI Special Agent who learned the tricks of the criminal mind, uses real life FBI cases to inform, entertain and keep people safe in a world of new and emerging threats. Jeff provides compelling presentations for financial advisors and their clients.

A recent survey of high-net-worth investors have shown that 80% are concerned about the twin problems of identity theft and cyber fraud. Jeff’s program aligns perfectly with this concern and offers great value in the category that some advisors like to call “advice beyond investing”.

Jeff has presented to client events for the following

  • Ameriprise
  • Merrill Lynch
  • Morgan Stanley
  • R.W. Baird
  • UBS
  • Wells Fargo
  • Independent financial advisors


“I have used Jeff dozens of times for financial advisor events. Jeff’s presentations have added tremendous value and have helped financial advisors build long term relationships with their individual clients.”
Mark Harper

Consultant, Financial Services

“I have received nothing but positive comments from the group. Everyone thought you were engaging, funny and most importantly provided a vast amount of information to our clients. I’ve had advisors ask when you would be coming back next!”
Wells Fargo Advisor

St Louis, Missouri

“Jeff delivers an extraordinary insight that is so rare in our business. He helps galvanize my relationship with financial advisors and in turn the relationship they have with their individual clients.”
David Murphy,

Vice President, American Century Investments

“Jeff Lanza made the information so easy to understand. We have been to many client events put on by Wells Fargo and have heard many presenters. Jeff’s was by far the most educational and entertaining presentation that we have ever attended.”

Wealth Advisor Client, Durango, Colorado

“Jeff Lanza- a wealth of information- and also easy to listen to- Loved it!”
Wells Fargo Advisor Client

“Mr. Lanza was extremely professional and highly informative. Entertaining and informative – Wonderful and engaging- Fabulous story telling!”
Wealth Advisor Client, Sarasota, florida