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Take action in protecting your financial well-being.
It’s time to stop being reactive and start being proactive by taking financial security measures to the next level.
Let the adrenaline of stopping financial crimes glide you and many others to a safe landing. By taking this leap with me you will gain the tools and confidence to thwart and report cyber attacks on Personally Identifiable Information (PII) as well as assets.
Take charge of your loss prevention plan and get ahead of the enemy!
Let’s do this in tandem…together.
FINANCIAL FIRMS & ORGANIZATIONS
SPEAKING
Increase client retention and reduce avoidable lawsuits and arbitration with Jeremy's keynote “Financial Gear Checks"
NON-FINANCIAL ORGANIZATIONS
SPEAKING
Take control of your financial security and avoid scams with Jeremy’s keynote
“Avoid Financial Freefall"
INDIVIDUALS, COUPLES, FAMILIES
COACHING
If you are noticing that you or a family member might be lacking the skills to recognize the signs of scams, have been exploited in the past or just want more knowledge on the subject, the gift of coaching or my financial advocacy program could be a good fit
MEET JEREMY JANOWSKI
Jeremy Janowski, MBA, is a finance professional, speaker, educator, consultant, and subject matter expert in matters concerning financial crimes, senior and vulnerable adults, and the communication process involved to help prevent continued monetary bleeding. He is a Christ follower, loving husband, father, son, and brother.
His passion for others shines through when interacting with individuals, organizations, and families directly affected by financial exploitation so much that he treats them as if they were his own family.
His experience includes 3 years in law enforcement, 6 years as a USAF officer, 8 years as a financial adviser, 7 years in financial compliance and risk, and 1 year as part of a National Senior Investors Oversight Group. Financial years were comprised of USAA, Edward Jones, and the majority (12+ years) with Morgan Stanley.
For 8 years Jeremy worked closely with the Anti-Money Laundering (AML) and Global Financial Crimes (GFC) divisions as well as some of the top financial attorneys in the US that specialize in Senior and Vulnerable Adult (SVA) exploitation matters. After seeing over 1000 cases and speaking with affected clients, family members, financial advisers, their team members, and risk officers across the US Jeremy knew more could be done to educate against the travesty of these crimes.
Jeremy loves adventure and is an adrenaline junkie. He loves skydiving, via-ferrata, hiking, flying, and anything that goes fast and/or involves altitude (not attitude). Jeremy has scores of stories in his personal and professional life that marry that passion for helping and protecting people with his love for adventure.
Book Jeremy and find out how you can get your organization to take action in protecting people’s financial lives!
FINANCIAL
GEAR CHECKS:
HOW TO DETECT ANOMALIES CONCERNING CLIENTS BY USING TOOLS MEANT TO ENSURE A SAFE LANDING
Top-tier clients that get scammed can turn into an arbitration nightmare. Family members sue or initiate arbitration because they feel that the firm did not take appropriate or timely actions to protect the client. Decreases in assets or transfer of assets to another firm ultimately reduce revenues as well. Having processes and checklists in place are basic ways to ensure buddy checks on your clients’ financial gear and mindset.
If your client is suddenly making unusual financial decisions or comments that are out of the norm, you need to take a breath and dig deeper before something drastic happens to their financial safety. Learn how active communication and spotting potential issues head-on can keep assets in-house so your clients can enjoy the financial leap of a lifetime!
AVOID FINANCIAL FREEFALL:
HOW TO INTERCEPT & CONTROL FINANCIAL THREATS BY STEERING YOUR OWN CANOPY
IN LIFE
Whether you have a bank account with zero dollars in it or you are a billionaire, you will continually be a target to scammers. There are forces at play every day that are working to take from you. These forces are usually transactional where two parties act in consensus, such as in regular business transactions.
Financial predators on the other hand “usually” have nothing to give but only have one goal…and that is to kick you out of the airplane door into financial freefall until you have nothing left.
Find out how to be on the lookout and protect your hard-earned assets before you have a catastrophic financial malfunction.
TALK TITLES
TRUSTED FEEDBACK
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“I recently attended a financial safety presentation by Jeremy on the do’s and don’ts on how to deal with such things as suspicious emails. Quite frankly, I was astonished at how much I didn’t know. Jeremy will open your eyes with ways to arm yourself against these constant threats we all face every day. I would highly recommend attending one of his seminars!”
Barry Evans
Executives of Tulsa & Irving Sound, LLC
Intercept and control financial threats
LET'S CONNECT
Ram Air Media, LLC
(DBA Intercept A Con, Jeremy Janowski)
