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.
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Kathy Cleveland Bull is a highly regarded professional speaker, trainer, and consultant. Her company, N~Compass Consulting, has helped clients on three continents “Navigate the Art and Science of Change.” Kathy has appeared with Dr. Phil McGraw and Deepak Chopra where she delivered her powerful change message to an audience of over 7,000 people. Kathy conducts […]
Shep Hyken is an Award-winning Keynote Speaker and World-Renowned Keynote Speaker in Customer Service & Customer Experience. Shep has worked with the world’s best brands to help them build a culture centered around the customer. His presentations consistently get rave reviews for being engaging and informative. The National Speakers Association inducted Shep into it’s Hall […]
Tara Setmayer is a distinguished political analyst, commentator, and former CNN political contributor renowned for her insightful commentary and deep understanding of American politics. With a career spanning over two decades, Setmayer has established herself as a trusted voice in the media landscape, offering astute analysis on a wide range of political issues. Her expertise, […]
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Chef Richard Blais, a name synonymous with culinary innovation and avant-garde gastronomy, has captivated the culinary world with his remarkable talents and unrelenting commitment to pushing the boundaries of what’s possible in the kitchen. Born on February 19, 1972, in Uniondale, New York, Richard Blais has become a celebrated chef, restaurateur, television personality, and an […]
In the ever-evolving landscape of healthcare, innovation and expertise are paramount. Dr. Daniel Kraft stands at the forefront of this dynamic field as a Stanford and Harvard-trained physician-scientist, inventor, entrepreneur, and innovator. With over 25 years of experience in clinical practice, biomedical research, and healthcare innovation, Dr. Kraft has made significant contributions to the advancement […]
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