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Keynote Topics
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 […]
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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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 […]
Dr. Anne Harbison is an executive leadership educator known for her work with some of the world’s greatest organizations and thought leaders. Beginning her career in Brand Management at Procter & Gamble, she then served as a management consultant specializing in organizational change and learning. Anne was a Principal Strategic Consultant in Gallup’s executive leadership practice, […]
Julie Foudy, former captain of the U.S. Women’s National Soccer Team and two-time FIFA Women’s World Cup champion, is not only a sports legend but also a highly sought-after keynote speaker. With an illustrious career spanning nearly two decades, she has inspired millions through her achievements on the field and her leadership off it. As […]
Dr. Gregory Stock stands at the forefront of biotechnology and bioethics, offering profound insights into the evolving landscape of life sciences. As a biotech entrepreneur, best-selling author, and esteemed public communicator, he delves into the intricate interplay between advanced technologies and their societal implications. His compelling narratives challenge audiences to contemplate the future of human […]
Travis Mills, a retired United States Army Staff Sergeant, stands as an emblem of unwavering resilience, indomitable spirit, and boundless inspiration. A member of the 82nd Airborne Division, Mills’s life took a dramatic turn on April 10, 2012, when he was critically injured by an improvised explosive device (IED) during his third tour of duty […]
Nick Santonastasso is a medical miracle. Not only is he one of four people with the rare genetic condition, Hanhart Syndrome, the inspirational keynote speaker is an internationally known bodybuilder and fitness model—despite missing both his legs and one arm since birth. Nick did the unthinkable when he became a varsity wrestler in high school. […]
Jim Carroll is the world’s leading global futurists, trends, and innovation experts, with a massive global blue-chip client list. Over the last 25 years, more than 2 million people have shared his insight at his events. Jim’s global client list gives him a front-row seat to the high-velocity change that is occurring as disruption comes […]
After his initial shot at acting didn’t pan out, Andy Buckley was 5 years into his career as a Financial Advisor at Merrill Lynch, part of a team managing over $500 million in personal assets, when he got the luckiest phone call of his life – the offer to appear on the NBC comedy, ‘The […]
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