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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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. […]
Kate Vitasek is a distinguished authority in collaborative business relationships, renowned for her pioneering work in transforming traditional business models into cooperative partnerships that drive innovation and mutual success. Her groundbreaking “Vested” business model has redefined how organizations approach outsourcing and strategic alliances, emphasizing a “What’s-in-it-for-We” philosophy that fosters shared value and long-term sustainability. Recognized […]
Cam Marston is an author, advisor, radio talk show host, and top-rated keynote speaker on the trends shaping the workplace and marketplace. His presentations are informative, engaging, humorous, and full of concrete research that is tailored to his audience. Cam enlivens the data with anecdotes, tales from the real business world, attention-grabbing visuals, and quips […]
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 […]
Kelly Maryanski is a Los Angeles-based powerhouse, seamlessly blending a kaleidoscope of talents into a captivating entertainment experience. As a multidisciplinary artist, Kelly defies categorization, effortlessly embodying roles as a dancer, circus artist, athlete, aerialist, storyteller, actor, singer, musician, illustrator, and choreographer. With a rich tapestry of formal training spanning ballet, contemporary dance, musical theater, […]
Jim O Neill is a distinguished economist and former Commercial Secretary to the UK Treasury, recognized globally for his significant contributions to economic research and policy. Serving in the UK Treasury from 2015 to 2016, O’Neill played a pivotal role in shaping economic strategy during a critical period for the UK. His deep understanding of […]
Ross Shafer is one of the most sought after keynote speakers and seminar leaders on the subjects of Customer Urgency and Empathy, Personal Motivation, Reinvention, and Market Relevance. He has authored nine business books yet also won international stand-up comedy competitions. He’s earned six TV Emmys as a network talk and game show host yet […]
Vito di Bari resides in Miami, FL. He maintains a global reputation of excellence as the world’s premiere futurist, innovation strategist and inspirational keynote speaker. His charming and entertaining style leaves nothing to be desired. Vito is the only keynote speaker who has given a TEDx Talk in five world continents. Vito is an esteemed […]
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