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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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Helena Cantrall is a dynamic and accomplished event host and emcee, known for her magnetic personality and seamless ability to captivate audiences across various event formats. With a rich background in entertainment, public speaking, and event management, Helena brings energy, professionalism, and a unique blend of warmth and charisma to every stage she graces. Fluent […]
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Author and international keynote speaker David Dye gives leaders the roadmap they need to transform results. David Dye works with leaders around the world who want to achieve breakthrough results without losing their soul (or mind) in the process. He gets it because he’s been there: a former executive and elected official, David Dye has over two […]
Clint Pulver is an award-winning keynote speaker, author, and mentor, renowned for his dynamic and impactful presentations that inspire organizations to retain, engage, and lead their people more effectively. With a message that blends storytelling, humor, and real-world research, Clint is not only a motivational speaker but a workplace advocate, addressing critical issues in employee […]
Lior Arussy stands as an eminent figure, revered worldwide for his profound insights into Customer Experience and Strategy Execution. A luminary in his field, Lior embodies the convergence of visionary thinking, consulting prowess, and an unyielding commitment to transformative change. With over two decades of experience, he has spearheaded over 200 corporate transformations globally, earning […]
From humble beginnings on a midwest farm in central Ohio, Jeff Bloomfield has taken the life lessons from his storytelling “Papaw” (Grandfather) combined with his corporate career in Biotech and Neuroscience to create programs that allow you to discover how you’re truly wired for greatness and how to communicate in an authentic way to drive […]
Donna Maine is an LA-based clean, corporate comedian and comedy writer (or less clean, depending on situation) who performs across the country. Her comedic insights run the gamut; including relationships, kids, medical background, and coping with middle-age in a post-millennial world. Donna has been bringing the laughter to all the major comedy clubs, the Burbank […]
Leilani Münter is a force of nature—literally and figuratively. An accomplished environmental activist, former professional race car driver, and award-winning documentary filmmaker, she has defied expectations at every turn. With a compelling blend of adrenaline-fueled action and passionate environmental advocacy, Leilani brings a unique voice to the stage—one that energizes audiences and ignites change. Known […]
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