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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Many speakers require a deposit to secure a booking, with the remaining balance due closer to the event date. Deposits are often non-refundable and serve as a commitment from both parties. It’s advisable to discuss deposit requirements and payment terms with the speaker or their representative when finalizing the booking.
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Dr. Vin Gupta, MD, MSc, MPA is a practicing pulmonologist and an affiliate professor at the University of Washington’s Institute for Health Metrics and Evaluation, where he’s led large, multinational epidemiologic studies on the global burden of respiratory disease. In parallel, he is a Commissioned Officer (O-4, Major) in the United States Air Force Medical […]
Amy McWhirter is a high-energy, charismatic event emcee known for her exceptional ability to connect with audiences and bring events to life. Whether hosting live, virtual, or hybrid events, Amy’s warmth, professionalism, and impeccable preparation make her a standout choice for corporate conferences, product launches, awards shows, and more. Amy McWhirter is not just an […]
Karen McCullough is a nationally known keynote speaker and expert on change, generational opportunities and workforce trends. Karen helps organizations cut through the generational biases and get back to reality by leveraging their team’s strengths, enriching the work environment, and driving better results. Each of her presentations brings a realistic perspective on workplace trends, employee […]
Sean Bott, specializing in keynote speaking, corporate training, and comedy mentalism, with his unparalleled ability to fuse humor, psychology, and entertainment, Sean brings forth a transformative experience that resonates deeply with audiences across the corporate landscape. His magnetic presence and profound insights have graced esteemed platforms, including those of 20th Century Fox, Disney, and Pacific […]
Connie Podesta is a game-changing, idea-generating ball of fire whose rare blend of humor, substance, style and personality have made her one of the most memorable, in-demand speakers in the world today. 25 years. Two million people. 1000 organizations. Hall of Fame speaker. Award-winning author. Nine books. Former radio/TV personality. Human relations expert. Therapist for 30 years. […]
Lori Harder is a leading expert in the field of fitness, transformational work, mindfulness, and self-love. She has grown two multi-million dollar businesses as a successful entrepreneur and network marketing professional. She is also an author, cover model, and three-time fitness world champion, who offers a carefully curated set of practical tools to promote sustainable […]
For Urs Koenig, challenging people to help them achieve top performance and bringing transformation is at the heart of everything he does. His journey has been non-traditional at every step. After his highly successful skiing career, he coached the Swiss University Ski Team and won numerous championships worldwide. Always eager to challenge himself as well […]
Lolita Taub is not your typical venture capitalist. With a mission deeply rooted in community empowerment and a career spanning 15 years within the heart of Silicon Valley, she has emerged as a pivotal figure in the startup ecosystem. As a General Partner at Ganas Ventures, Lolita channels her expertise into investing in pre-seed and […]
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