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. As a highly sought-after AI scams speaker for financial advisors, Jeff provides compelling presentations that help wealth managers and their clients stay ahead of digital criminals.

A recent survey of high-net-worth investors has shown that 80% are concerned about the twin problems of identity theft and cyber fraud. With the rapid rise of AI scams targeting seniors, Jeff’s program aligns perfectly with this concern. As an expert AI fraud speaker, offers immense value in the category that 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

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

See evaluations from a recent presentation to financial advisors

Acclaim

“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.”

Angela

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