Speaking & Workshops
Bring The Intro
Machine to
Your Team.
High-energy, actionable keynotes and workshops for financial services teams who want to stop cold calling and start getting introduced.
25+ Years Experience
45 – 60 min
"Stop Asking for Referrals"
The difference between referrals and introductions — and why that distinction is worth $10,000+ per year to every advisor in the room. Joe shares the system, the scripts, and the math behind building a 100% introduction-based practice.
Attendees leave with 3 strategies they can use in their very next client meeting.
Ideal for
NAIFA chapters, insurance company meetings, financial planning conferences
Signature Talk
Keynote
60 – 90 min
"The 90-Day Introduction Machine"
A deep dive into the complete system for building an introduction pipeline from scratch in 90 days. Covers the tier-based performance system, COI identification, introduction language, and the daily habits that separate MDRT qualifiers from everyone else.
Interactive attendees build their first Introduction Map during the session.
Ideal for
Sales kickoffs, agency meetings, multi-day conferences
Workshop
Introduction Language Lab
Half-Day · Limited to 50 participants
Hands-on workshop where attendees practice actual introduction scripts in pairs. Joe coaches in real-time, fixing language patterns and building confidence.
→ Participants leave with a customized script book and a 30-day action plan
Workshop
Build Your Introduction Map
Half-Day · Working session
Every advisor has untapped introduction sources hiding in their existing client base. Attendees identify their top 20 COIs, evaluate each one using Joe’s scoring system, and build a prioritized outreach plan.
→ Participants leave with a completed Introduction Map and 60 days of follow-up activities
Why Joe
The Credentials Behind the Content
- 25+ years in financial services — not theory, practice
- NAIFA Coaches Circle Co-Founder — built the curriculum others teach
- Spoken at events across the US and Canada
- Developed thousands of agents and advisors across the industry
- 3 published books on financial services and introduction-based practice
- Multiple MDRT qualifications — he's done what he teaches
- Former International Tae Kwon Do Champion — yes, he brings that energy to the stage
Book Joe
Interested in Bringing Joe to Your Event?
Whether it’s a keynote for 500, a workshop for 50, or a team training for your agency, Joe delivers content your advisors will actually use on Monday morning.
Email directly: joe@joetemplin.com
Connect on LinkedIn
Response time: 24–48 hours on business days
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