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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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Jamie Clarke is a trailblazing adventurer, sought-after motivational speaker, and resilience expert. Known for his dynamic, captivating keynotes, Jamie draws upon his experiences as a mountaineer and expedition leader, having successfully summited Mount Everest twice and crossed the Arabian Desert by camel. Jamie’s messages on overcoming adversity, pushing limits, and cultivating resilience resonate powerfully with […]
Sallie Krawcheck is one of the most influential and respected voices in the financial industry today. As the CEO and Co-Founder of Ellevest, a digital-first, mission-driven investment platform for women, she has redefined what it means to empower women financially. Her career spans some of the most significant financial institutions in the world, where she […]
DJ BLAZE is one of the hottest DJs in Las Vegas!! A musician from birth, a remixer, and a respected industry leader, he can truly do it all. Blaze performs on the Las Vegas strip at the top casinos and pool parties, and travels the country to DJ at the hottest nightclubs and events. He […]
Kevin Poulsen is a highly-sought keynote speaker and expert covering such topics as cybersecurity and technology. He is a best-selling author, consultant, media pundit, and thought-leader who has spoken at many conferences around the world where he gives leaders the skills they need to deal with fast, big changes in society, the workplace, and education. […]
Mariana Atencio is a dynamic force in the world of journalism, renowned for her insightful reporting, captivating storytelling, and empowering message of authenticity. As a Peabody award–winning journalist, author, and speaker, Mariana has garnered widespread acclaim for her ability to navigate complex global issues with compassion and clarity. Her unwavering commitment to truth-telling and her […]
Charlie “Rocket” Jabaley is a Grammy-winning music mogul and Emmy-winning Nike athlete whose journey from the pinnacle of the entertainment industry to becoming a health and fitness icon is nothing short of extraordinary. Diagnosed with a life-threatening brain tumor while managing some of the world’s biggest music acts, Charlie was forced to reevaluate his life. […]
Ahmen Sivaloganathan is the Batman of Social Impact as a nonprofit leader by day and hip-hop artist by night, while never losing sight of his most important roles as father, husband, son, brother, and friend. He has built a reputation as a Troublemaker for the status quo, orchestrating sustainable transformation and systems change for education, […]
Kina Hart’s professional journey is a powerful narrative of resilience, transformation, and unwavering commitment to workplace safety. The day that changed her life began unremarkably, much like any other workday. Yet, what unfolded was an unexpected workplace accident that left an indelible mark on her life. Now, Kina channels her experience into a potent message […]
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