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.
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.
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.
Passionate, inspirational, and motivating are words many would use to describe Leo Pusateri. Affectionately known as the “value man” in the financial services industry.
He is also recognized as the industry’s premier thought partner of value-based training, not only by senior leaders in the C-suites, but among top advisors as well.
When it comes to knowing, pricing, selling, and “living” your value, Leo’s time-honored and proprietary programs are in place around the world.
This is a testament to his knowledge capital that he enthusiastically shares with clients. He has traveled globally to places such as Singapore, Spain, Vancouver, Zurich and London. His travels find him working with senior leadership teams to financial entrepreneurs who represent broker-dealers, RIAs, investment management firms, private banks, family offices, insurance companies and others.
Through Leo’s robust training programs, firms have endorsed Leo’s skill set as the absolute best-in-class in bringing value-based training to the table.
Due to increased growth, popularity, and utilization of his work throughout North America, Pusateri opened an office in Toronto and launched Pusateri Canada to extend the intellectual properties and consulting capabilities of his firm.
Additionally in 2008, Pusateri formalized a strategic partnership with PriceMetrix of Toronto, which focuses exclusively on helping financial advisors become better “CEOs” of their business.
Leo Pusateri practices what he preaches and is an authentic role model for consultative, respectful dialogue. He truly lives his values — with undeniable passion — and teaches others what he has learned over his professional lifetime.
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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.
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.
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.
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Shari Levitin is a globally recognized sales strategist, tech influencer, and bestselling author who bridges the gap between AI innovation and authentic human connection. With over 160 million views on her transformative, often viral videos, Shari has become a powerful voice for the future of sales, where empathy meets efficiency. Her dynamic approach captivates modern […]
Hoan Do is an award-winning inspirational speaker, author, and a city finalist on NBC’s hit show, American Ninja Warrior. Known for his engaging and impactful presentations, Hoan has dedicated his career to empowering young people to overcome obstacles, embrace challenges, and create momentum in their lives. His book, Creating Momentum in Your Life, has inspired […]
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Marc Randolph is a veteran Silicon Valley entrepreneur, advisor, and investor. As co-founder and first CEO of Netflix, he laid much of the groundwork for a service that’s grown to over 200 million subscribers, and fundamentally altered how the world experiences media. He also served on the Netflix board of directors until retiring from the company […]
Ghida Fakhry is an internationally recognized broadcast journalist, moderator, and corporate event host with over 25 years of experience in the global media landscape. Having worked for prominent news organizations such as Al Jazeera, Ghida has established herself as a trusted voice on international affairs, global politics, and media. As a dynamic moderator and opinion […]
Déborah Berebichez is the first Mexican woman to obtain a Ph.D. in physics from Stanford University. Her passion is to empower young people to learn science and to improve the state of STEM education (science, technology, engineering and math) in the world. Her education and background help her to make science accessible to a wide range […]
Kerri Walsh Jennings is a 5x Olympian, 3x gold medalist, and one of the most accomplished athletes in beach volleyball history. A standout at Stanford, she was a 4x First Team All-American and helped lead the team to two NCAA championships, before making the jump to the U.S. indoor Olympic team in 2000. After that, […]
In 1995, Mercedes Ramirez Johnson narrowly survived a commercial airplane crash that killed 160 people, including her parents. As one of only four survivors of this tragedy, she vowed that she would make her second chance at life count…and that she has – not only for herself, but also for the tens of thousands of […]
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