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.
Travel expenses such as transportation, accommodation, and meals are typically negotiated separately from the speaker’s fee. These costs vary depending on the speaker’s location, travel distance, and event duration. It’s important to clarify travel arrangements and expenses during the booking process to avoid misunderstandings.
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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Jonas Koffler is the New York Times and Los Angeles Times bestselling co author of HUSTLE: The Power to Charge Your Life with Money, Meaning, and Momentum (Rodale, Penguin Random House Books), which Fortune called “a must-read.” It has been published in more than 10 countries. Having recovered from a stroke in his 20s, Jonas is a […]
Dr. Brian Glibkowski is a pioneering force in the realm of business communication, best known as the creator of Answer Intelligence (AQ)™. His groundbreaking work on the role of questions and answers in business and society has revolutionized how leaders, teams, and organizations approach problem-solving, decision-making, and strategy formulation. With a passion for enhancing communication […]
Adrian Gostick is an expert in corporate culture, employee relations, and human resources management. With a prolific track record of successful publications, Adrian is renowned globally as a foremost thought leader in his field. His books, including “The Best Team Wins,” “All In,” and “The Carrot Principle” (a New York Times regular bestseller), illuminate the […]
Johnny Quinn is a keynote speaker, U.S. Olympian, and former NFL player who inspires audiences to break through their personal and professional barriers. His transformative speeches, grounded in resilience and peak performance, are sought after by corporations, organizations, and educational institutions worldwide. As a renowned expert on overcoming adversity and adapting to change, Johnny’s dynamic […]
Shelmina Babai Abji is a TEDx speaker, board member, former vice president at IBM, and an angel investor. She started her career as a software engineer and then moved into sales and sales leadership, leading global teams to deliver over $1B in annual revenues and serving as a key decision-maker in hiring and promoting hundreds of […]
Rebecca Lobo is a basketball legend who transformed her passion for the game into an influential career as a motivational keynote speaker and sports analyst. A former WNBA All-Star and NCAA Champion, Rebecca’s experiences both on and off the court have made her a prominent voice in women’s sports. Her in-depth knowledge of basketball, combined […]
Maria Marin is the leading motivational icon among Hispanics worldwide. Her message of motivation, personal growth and success reaches millions through her newspaper columns, best-selling books, international seminars and radio show. As a “life coach” she now reaches thousands of listeners with her national syndicated radio show, “El Show de Maria” on Univision Radio Network. […]
Best known as a creator of Siri, Apple’s AI assistant, Adam Cheyer is a visionary pioneer in artificial intelligence and computer-human interaction. With a career spanning decades at the forefront of technological innovation, he has helped shape the evolution of AI, voice interfaces, and the future of human-computer collaboration. As an inventor with 39 patents, […]
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