Wealth Management Client Events

Jeff Lanza – Wealth Management Keynote Speaker

You may have seen Jeff in a recent appearance on CNBC about crime prevention.

Download a tear sheet with information about Jeff’s wealth management events

See evaluations from a recent presentation to financial advisors

shieldAn 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”.

In the first half of 2018 alone, Jeff has presented at client events for the following firms:

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

Please let Jeff know if you would like specific references from any of these events.

Here is his presentation at a glance:
Jeff’s style is story-based. Real life examples enhance the important message. He provides lots of humor, all of which is related to key take home learning points. The presentation includes these topics and more:

  • Protecting Your Identity
  • Cyber Fraud
  • Ransomware
  • Email Account Hijacking
  • Bank Account Takeovers
  • Fake Wire Transfer Requests
  • Credit Card Fraud
  • Social Networking Scams
  • Phishing Emails
  • Fraud Against Seniors
  • Check Fraud
  • Social Engineering

Some of Jeff’s Most Requested Topics Include:

  • Identity Theft Prevention
  • Cyber Security
  • Nonverbal Communication
  • Leadership Ethics
  • Effective Communication

Jeff Lanza is a retired FBI agent, author and an expert in identity theft prevention and cyber security. He is a compelling and dynamic speaker who holds an audience’s attention with his excellent delivery, humor and in-depth knowledge of important and timely topics for financial advisors and their clients.

During his FBI career, Jeff’s expertise and delivery style was evident during his appearances on the Today Show, Good Morning America, Larry King Live, CNN and many others.

When he takes the microphone at your client event, you can be confident that you are in for an informative and entertaining presentation that will help your clients reduce and manage their personal risk.

Jeff Has Numerous Relationships With Financial Firms Who Often Sponsor His Presentations:

    • Nationwide Investments
    • American Century Investments
    • American Funds
    • Oppenheimer Investments
    • Goldman Sachs
    • The Hartford
    • Ivy Funds
    • Jackson National
    • John Hancock
    • Janus Funds
  • Met Life Investments

“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!”

A Wells Fargo Advisor in St. Louis, Missouri, following a client event in May, 2016

“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.”

Angela, Wealth Advisor Client, Durango, Colorado

“Jeff Lanza’s presentation was one of the best that we had ever attended.”
Emil Ratti, Wealth Advisor Client Allendale, NJ

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

“Reviewed a lot of information on how to be preventative in a short period of time. Speaker was very knowledgeable and easy to understand.”

“Mr. Lanza was extremely professional and highly informative.”
“Entertaining and informative – Wonderful and engaging- Fabulous story telling!”
– Wealth Advisor Clients, Sarasota, Florida
 “Mr. Lanza is amazing. Everyone should hear his presentation.”

– Wealth Advisor Client, Pasadena, California

“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 Industry

“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