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Keynote Topics
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 […]
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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Ellie Shefi epitomizes resilience and determination. Despite enduring a lifetime of challenges, including abuse, homelessness, cancer, and ongoing health struggles, Ellie has consistently defied the odds and embraced a life of empowerment and service to others. Her journey is a testament to the power of mindset, resilience, and resourcefulness. As an attorney, entrepreneur, best-selling author, […]
Mike Walsh travels over 300 days a year worldwide: researching trends, collecting case studies and presenting on the future of business and leadership. Mike is the CEO of Tomorrow, a global consultancy on designing companies for the 21st century. A global nomad, futurist and author of the bestselling book, The Algorithmic Leader, he advises some […]
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 […]
Martini glass dancers are an innovative and captivating addition to conference events, elevating the atmosphere with their unique blend of artistry and entertainment. These performers, often skilled aerialists or acrobats, showcase their talents within oversized martini glasses suspended from above. The visual impact is stunning, creating a memorable experience for conference attendees. The allure of […]
Brett Williams is an esteemed keynote speaker, cybersecurity expert, and former military leader whose distinguished career spans over three decades. With a wealth of experience in both national security and corporate cybersecurity, Brett has established himself as one of the foremost authorities in the realm of digital protection and risk management. His captivating presentations are […]
Arjun is Managing Partner of Cogknition Analytics, a strategy and analytics firm with offices in Chicago, Seattle, and Washington DC. Prior to Cogknition he was a senior executive at GES, serving as Senior Vice President of Analytics and Insights. He was also an award-winning Professor at the Illinois Tech Stuart School of Business, having played a […]
Riley Gaines, a former collegiate swimmer and an outspoken advocate for women’s rights in sports, has made waves beyond the pool. A 12-time All-American swimmer with five SEC titles, she was a celebrated athlete at the University of Kentucky with a promising path to a career in dentistry. Riley Gaines However, her future took an […]
Michael Voltaggio is an American chef from Pasadena, California who is most well known for being the winner of the sixth season of Top Chef, a cooking competition reality show on the Bravo network. He competed against his brother Bryan in the show. They both ended in the finale alongside Kevin Gillespie. Judge of Top […]
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