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.
Contact us at Speakers Inc and follow us on Twitter
In order to view the below you must be logged in.
Jeff Butler is an author and workplace strategist who explores human behavior within the working world. His experience spans over 40 industries in 4 continents on how different cultures and employees interact with each other. He studies common threads of behavior in industries such as IT professionals, underground utility workers, police officers to clothing retail […]
Kerri Strug vaulted into Olympic history with her courageous performance during the 1996 Olympic Games in Atlanta. With the world watching, she executed a near-flawless vault on an injured ankle, securing the first-ever team gold medal for the U.S. women’s gymnastics team. Her determination and resilience in that defining moment made her an American hero, […]
Jeff Havens is not your typical business growth expert. With an uncanny ability to transform complex business challenges into relatable, humorous, and actionable insights, Jeff has earned his place among the top keynote speakers across North America and Asia. Over the last decade, he has presented to over 1,000 audiences, bringing fresh perspectives on leadership, […]
Julissa Arce is a trailblazing immigration advocate, keynote speaker, and the bestselling author of My (Underground) American Dream, her powerful memoir recounting her journey as an undocumented immigrant who rose to become a Wall Street executive. Her incredible life story highlights her perseverance and dedication to creating a more equitable and just society for immigrants. […]
Amy Vetter is a distinguished speaker renowned for her profound insights into the intersection of technology, accounting, and mindfulness. As a sought-after keynote speaker, she captivates audiences with her unique blend of expertise, warmth, and relatability. With a career spanning over two decades, Amy has established herself as a thought leader in the fields of […]
Henry Evans is the Founder and Managing Partner for Dynamic Results, LLC. In his career, Henry Evans has delivered more than 10,000 hours of Executive Coaching and also, more than 2000 hours of Change Management and Strategic Implementation services to clients. He applies the knowledge and experience gleaned from numerous successes and a failure in […]
Dr. Catriona Wallace is a globally recognized thought leader in artificial intelligence (AI), ethics, and digital transformation. A trailblazer in the tech industry, Dr. Wallace is one of the few women at the helm of an AI-driven enterprise, leading the charge to create technology that not only solves problems but also fosters positive societal impact. […]
Rachel DeAlto is a Relationship and Communications Expert, Media personality, and Speaker. She is the Author of Relatable: How to Connect with Anyone Anywhere (Even if It Scares You) released on September 2021 via Simon & Schuster. She maintains a law degree, master’s in psychology, as well as an undergraduate degree in communications. Rachel DeAlto is […]
These remain the property of its owner and are not affiliated with or endorsed by Speakers Inc.
All talent fees exclude VAT, travel and accommodation where required.
Our Mission:
© All rights reserved 2025. Designed using Voxel
