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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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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. […]
Dave Noll is an Emmy Award-winning creative mastermind with a remarkable career spanning decades. His visionary contributions to the television and media industry have left an indelible mark. With over 60+ television series and an astonishing 3500+ episodes to his name, Dave’s portfolio is a testament to his unparalleled talent and unwavering dedication. Co-creating the legendary CHOPPED franchise, […]
Troy Hazard stands as a seasoned navigator, having weathered storms of both failure and triumph. With a track record spanning over two decades, he epitomizes resilience and entrepreneurial acumen, having founded and cultivated twelve ventures. From the brink of financial ruin to the pinnacles of success, Hazard’s journey embodies the essence of strategic risk-taking and […]
Jeanne Bliss is a transformative force in customer experience, renowned for her ability to guide organizations toward becoming their best selves. With a clear and actionable framework, she helps businesses build lasting, meaningful connections with their customers. Over her decades-long career, Jeanne has pioneered the path of customer loyalty and experience, showing companies how to […]
Ron Garan is not your ordinary speaker. He’s a former NASA astronaut, highly decorated combat fighter, and a true explorer of both outer space and the depths of human potential. With 178 days spent in space and over 71 million miles traveled aboard the International Space Station (ISS), Ron Garan brings a wealth of experiences, […]
Mel Robbins stands as one of the most influential figures in the realm of personal development, renowned globally for her transformative insights and empowering message. As both a celebrated podcast host and bestselling author, Mel has inspired millions to overcome obstacles, unlock their full potential, and create meaningful change in their lives. Mel Robbins is […]
Eric McElvenny is more than just a speaker; he’s a living testament to resilience, determination, and the power of the human spirit. As a former Marine who served his country with valor, Eric’s journey took an unexpected turn when he was wounded in Afghanistan, resulting in the amputation of his right leg below the knee. […]
Ken Blanchard is a luminary in the field of leadership and management, known globally for his profound impact on the way organizations operate. With over four decades of experience, Ken has dedicated his career to helping leaders at all levels achieve greatness through effective leadership principles. His approachable style and compelling storytelling have made him […]
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