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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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Shaun Tomson is a native of South Africa and he spent fourteen years on the Professional Tour, winning surfing competitions all over the world whilst developing international apparel brands. He is a business finance graduate from the University of Natal in South Africa and is the founder of Instinct and Solitude Sportswear, multi-million dollar international apparel […]
Mango and Dango, based in sunny San Diego, are a world-class duo of stilt walkers, clowns, and corporate entertainers who have been captivating audiences across the globe for over a decade. Known for their high-energy performances, colorful costumes, and unforgettable characters, Mango and Dango have become a sought-after name in the corporate entertainment industry. Mango […]
For the more than over 50 million Hispanics in the United States, Julie Stav is not only a financial expert and educator, she is considered by many as a leader and inspirational role model, creating a following that now wishes to emulate her image and success. With a revolutionary multi-media communications platform, Julie inspires and […]
Professor Freddie Barnard has interests include agricultural finance and farm management. He has had extensive experience in agricultural lending. Professor Barnard’s responsibilities include serving as director of the Midwest Agricultural Banking School The school is co-sponsored by the Illinois, Indiana, Kentucky, Michigan, and Ohio Bankers Associations and is held at Purdue University. In addition, he […]
Born in his native Scotland, Jordan Campbell excels in engaging audiences in a professional & interactive fashion – in Atlanta & across the USA. An award-winning Event & TV Host, Emcee & Auctioneer, Jordan loves to connect with guests in a professional & lively fashion. Having spoken in front of the British Royal Family & […]
Megyn Kelly is a distinguished journalist, political commentator, and media entrepreneur renowned for her sharp insights, fearless interviews, and unwavering commitment to journalistic integrity. With a career spanning decades in broadcast journalism, she has established herself as a powerful voice in American media. As the host of “The Megyn Kelly Show,” she continues to influence […]
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 […]
Music is definitely one of Tony’s biggest passions. DJ Tony O lives it, dances to it, and enjoys it to the fullest and is why he is one of the top Latin DJ’s around. Born in Santa Ana, El Salvador, Tony O immigrated to the United States at a young age. By the time he […]
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