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.
Contact us at Speakers Inc and follow us on Twitter
In order to view the below you must be logged in.
Rachel Bogle is a seasoned event emcee, award-winning journalist, and accomplished anchor with over a decade of experience captivating live audiences and television viewers alike. Her dynamic presence, polished delivery, and ability to adapt to any event atmosphere make her a top choice for high-profile corporate events, conferences, and live shows. With her background in […]
Linda Bernardi is a trailblazer in the world of innovation, renowned for her unique vision and unwavering commitment to disrupting the status quo. As an “innovation provocateur,” Linda helps organizations break free from their comfort zones, challenge conventional wisdom, and shatter outdated paradigms. Her mission is to drive the creation of market-changing products, services, and […]
Dan Thurmon is the dynamic founder and president of Motivation Works, Inc., a highly sought-after keynote speaker, and a thought leader in the realms of leadership, transformation, and franchise success. With an expertise in guiding leaders and their organizations through periods of profound change, Dan has been instrumental in helping teams embrace challenges and convert […]
Wendee Lee Curtis is a seasoned Broadway performer turned motivational keynote speaker, emcee, and moderator. With over a decade of experience captivating audiences, Curtis has brought her powerful stage presence, magnetic charisma, and expertise in corporate communications to Fortune 500 companies worldwide. A favorite among industry giants such as Eli Lilly, Pfizer, Roche, and CrowdStrike, […]
Julia Collins is a trailblazing figure in the world of technology and entrepreneurship, making history as the first Black woman to achieve “unicorn” status with her tech company. As the Founder and CEO of Planet Forward, she has garnered international acclaim for her innovative approach to addressing climate change through technology. With a unique blend […]
Liz Brunner, a Certified Professional Coach (CPC) and the CEO and founder of Brunner Communications, has established herself as a transformative force in the realm of media and communications. With over 35 years of experience, she has honed her expertise to become a sought-after consultant for high-profile individuals and organizations looking to build powerful brand […]
Merit Kahn, CSP, is a dynamic force in the world of sales transformation, bringing over two decades of expertise to stages around the globe. As the CEO of SELLect Sales Development, she has dedicated her career to helping professionals in every industry shift their mindset, master the sales conversation, and SELLect their ideal clients. Known […]
Scott Bloom is a renowned figure in the realm of business humor, celebrated for his exceptional ability to blend the dynamics of laughter with the intricacies of the corporate world. With a career spanning several years, Scott has become synonymous with the “Power of Laughter and the Language of Business™,” a trademark blend he has […]
These remain the property of its owner and are not affiliated with or endorsed by Speakers Inc.
All talent fees exclude VAT, travel and accommodation where required.
Our Mission:
© All rights reserved 2025. Designed using Voxel
