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.
- Highlights:
- 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.
Read Full Bio
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 Pusateri’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
Videos
Interest to Book? Send us your enquiry
No reviews available for this post.
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.
Ready to find the perfect speaker for your event? Use our advanced search feature or contact us to get started today!
View further speakers
- (10)
Aerial bartenders bring a unique and captivating twist to event entertainment by serving drinks while suspended in the air. Combining acrobatics, elegance, and mixology, these performers gracefully pour beverages from aerial hoops, silks, or other aerial apparatus, adding a touch of spectacle to any gathering. Perfect for upscale events, weddings, and corporate functions, aerial bartenders […]
- Travels from: Nationwide
- Aerial Performers
- (18)
Dr. Paula Stone Williams is an advocate and renowned globally for her tireless work in championing gender equity, LGBTQ rights, and religious tolerance. As a transgender woman, Paula brings a unique and invaluable perspective to her endeavors, shedding light on the profound disparities inherent in societal structures. A dynamic keynote speaker, Paula’s story of transition […]
- Travels from: Denver, CO
- LGBTQ Speakers
- (14)
- (10)
Tessa Todd Morgan is a mindfulness expert, personal growth coach and accredited trainer in Emotional Intelligence. As the Founder and CEO of TRIESSENCE, Tessa has coached thousands of individuals and organizations to achieve a balance of physical, mental and spiritual wellness. In 2003, Tessa began in the professional speaking industry, and was privileged to work […]
- Travels from: Coeur d'Alene, ID
- Empowerment Speakers
- (8)
Dr. Abbie Maroño is a renowned behavioral scientist whose deep expertise in human behavior, decision-making, and non-verbal communication has revolutionized the field of psychology and behavioral science. She combines her academic research with practical applications, making her an authority in areas such as persuasion, influence, and trust-building. As a keynote speaker, she engages audiences with […]
- Travels from: Orlando, FL
- Behavior Speakers
- (20)
Chris Voss, a celebrated keynote speaker, author, and former FBI Lead International Kidnapping Negotiator, brings a wealth of negotiation expertise and insights to audiences worldwide. Known for his powerful presentations on the science of influence and high-stakes negotiation, Chris has successfully transformed complex negotiation strategies into actionable, real-world tactics for leaders, executives, and teams. With […]
- Travels from: Washington, DC
- Conflict Management
- (17)
Lori Harder is a leading expert in the field of fitness, transformational work, mindfulness, and self-love. She has grown two multi-million dollar businesses as a successful entrepreneur and network marketing professional. She is also an author, cover model, and three-time fitness world champion, who offers a carefully curated set of practical tools to promote sustainable […]
- Travels from: Los Angeles, CA
- Motivational Speakers
- (63)
- (2)
Vanessa Van Edwards is a distinguished communication expert, bestselling author, acclaimed speaker, and the visionary founder of Science of People. With a remarkable career dedicated to understanding the intricacies of human behavior, Vanessa has become a leading authority in the fields of communication, body language, and interpersonal dynamics. Her groundbreaking work has empowered individuals and […]
- Travels from: Austin, TX
- Communication Speakers
- (56)
W Mitchell once guided passengers up the famous hills of San Francisco, as a strong and entertaining cable-car gripman. Amazingly, the same scenario holds true today! As an award-winning keynote speaker, he now guides audiences uphill and empowers them to take responsibility for life’s inevitable challenges and to embrace the power of taking charge. As […]
- Travels from: San Francisco, CA
- Inspirational Speakers
Disclaimer
These remain the property of its owner and are not affiliated with or endorsed by Speakers Inc.
Fee Range Information
All talent fees exclude VAT, travel and accommodation where required.