Leo Pusateri: Expert Value Man
Financial services keynote speaker and value-based training authority Leo Pusateri helps advisors and leadership teams know, price, sell, and live their true professional value.
Quick Facts:
- Recognized authority on value-based training in financial services
- Trusted thought partner to C-suite leaders and elite advisors
- Proprietary programs used globally across major financial institutions
- Founder of Pusateri Canada and international consulting firm
- Formats:
Keynote speaker and value-based training consultant
- Audiences:
Financial advisors, wealth management firms, broker-dealers, RIAs, executive leadership teams, and financial entrepreneurs.
- Outcomes:
- Advisors clearly articulate and confidently price their value
- Leadership teams strengthen consultative client relationships
- Firms build sustainable, value-driven cultures and growth strategies
- Travels from: New York, NY
- **Fee range: On Request
Keynote Topics
"You" are the Value
Our most widely delivered keynote, this focuses on the challenges to distinguish your organization based on the value you provide.
Here we walk audiences through our acclaimed Value Ladder process; the critical questions of distinction that lead to developing your compelling story of value.
Becoming A Branch or Firm of Destination
Have your divisional and branch managers created reputational value in their marketplaces?
Is their office considered the “Branch of Destination”? Do the top financial entrepreneurs want to work at the branch?
Has your branch manager re-recruited talent to stay and build their practice? In this keynote, we challenge branch managers to develop a Branch of Destination mindset and the value message to support it.
Pricing Your Value
Clients are willing to pay for value only when they fully understand your value.
We challenge Financial Entrepreneurs to examine their value at levels they may not have before, reconsider how and why they have priced their services as they have, and develop strategies for changing or reinforcing how clients perceive their value.
One belief drives the keynote: you should be unapologetic about your price if you are fundamentally convinced of your value.
Talent Short Bio
Leo Pusateri is a passionate keynote speaker, consultant, and the financial services industry’s leading authority on value-based training. Known as the “value man,” Leo is widely recognized as the premier thought partner for senior leaders, C-suite executives, and top financial advisors seeking to articulate, price, and deliver their value with clarity and confidence.
Leo’s proprietary, time-tested programs are implemented globally and have become the gold standard for value-based education in financial services. His work spans broker-dealers, RIAs, investment management firms, private banks, family offices, and insurance organizations. From North America to Europe and Asia, Leo has worked with leadership teams and financial entrepreneurs in cities including Singapore, London, Zurich, Vancouver, and Madrid.
As demand for his work expanded, Leo launched Pusateri Canada, opening a Toronto office to extend his firm’s intellectual property and consulting capabilities across North America. In addition, he formed a long-standing strategic partnership with PriceMetrix, a firm dedicated to helping financial advisors become better CEOs of their businesses.
Videos
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Talent FAQ's
Do speakers charge a flat fee or by the hour?
Speaker fees can vary depending on factors such as expertise, demand, and event specifics. While some speakers may charge a flat fee for their services, others may have hourly rates. It’s best to discuss fee structures directly with the speaker or their representative to understand the pricing model.
What is the typical duration of a keynote speech and what is included?
Keynote speeches typically range from 30 to 90 minutes, with the duration determined by the speaker’s expertise, the event’s agenda, and audience preferences. Keynote speeches often include a combination of inspirational stories, practical insights, and actionable advice tailored to the event’s theme or objectives.
Does the scale of the event and audience size affect a speaker’s fee?
The scale of the event and audience size can indeed impact a speaker’s fee. Larger events with a broader reach or higher attendance may command higher fees due to increased exposure and demand. Conversely, smaller events or niche audiences may offer opportunities for more flexible pricing arrangements.
Travel expenses and other costs
Travel expenses such as transportation, accommodation, and meals are typically negotiated separately from the speaker’s fee. These costs vary depending on the speaker’s location, travel distance, and event duration. It’s important to clarify travel arrangements and expenses during the booking process to avoid misunderstandings.
Deposits and securing a booking
Many speakers require a deposit to secure a booking, with the remaining balance due closer to the event date. Deposits are often non-refundable and serve as a commitment from both parties. It’s advisable to discuss deposit requirements and payment terms with the speaker or their representative when finalizing the booking.
Additional tips and takeaways
- Virtual speaking appearances are a cost-effective alternative to high speaking fees, often 10-50% cheaper than in-person rates.
- There is typically no difference in fee for a 15-minute speech versus a 60-minute speech.
- Some motivational speakers are open to discounting their fee if hired for more than one event by the same organization.
- When browsing speakers, consider their location to keep travel costs down.
- Personal connections to your organization or event location can increase your chances of securing a renowned speaker.
- Be upfront about your needs and expectations to ensure a successful partnership.
- Speaker bureaus like Speakers Inc help guide you through the booking process to negotiate the best deal with favorable terms.
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