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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Adrian Gostick is an expert in corporate culture, employee relations, and human resources management. With a prolific track record of successful publications, Adrian is renowned globally as a foremost thought leader in his field. His books, including “The Best Team Wins,” “All In,” and “The Carrot Principle” (a New York Times regular bestseller), illuminate the […]
Dr. Thom Mayer is an internationally recognized expert in leadership, crisis management, and emergency medicine. As the Medical Director for the NFL Players Association, he has played a pivotal role in managing some of the most high-profile challenges in professional sports, including the NFL’s response to concussions and the COVID-19 pandemic. His ability to lead […]
Claudia Romo Edelman is a trailblazing advocate for diversity, equity, and inclusion, known for her passionate leadership in advancing social causes on a global scale. As the founder of the We Are All Human Foundation, Claudia has dedicated her career to promoting unity, empowering underrepresented communities, and championing Hispanic voices around the world. With over […]
Joy Baldridge is an unstoppable force in captivating audiences with her dynamic presence and insightful messages. Embarking on her remarkable journey at a tender age, Joy’s audacious spirit and relentless drive have made her a prominent figure in the industry. Her passion for communication and sales has propelled her to the forefront of the speaking […]
Shasta Nelson is a pioneering force in social relationship building, providing insights and guidance on how to cultivate meaningful connections in personal and professional life. With over a decade of experience in friendship development and workplace engagement, Nelson is renowned for her ability to help individuals and organizations understand the art and science of connection. […]
Rachel Druckenmiller is a dynamic motivational keynote speaker and singer whose mission is to ignite energy, courage, and confidence in individuals and organizations. With a unique blend of authentic storytelling, engaging performance, and practical insights, Rachel captivates audiences and drives them to take inspired action. Her ability to connect on a deeply personal level makes […]
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 […]
Peter Sheahan is a globally recognized thought leader, keynote speaker, and best-selling author specializing in business transformation, innovative leadership, and growth in the face of disruption. As the founder and CEO of Karrikins Group, Peter has worked with some of the world’s most prominent brands, including Apple, Goldman Sachs, and Microsoft, helping them navigate change, […]
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