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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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Sophia Amoruso is the epitome of a modern entrepreneur—a visionary who redefined the e-commerce landscape and built a global brand from the ground up. As the founder of Nasty Gal and Girlboss, she has transformed the way women approach business, leadership, and personal growth. Her journey from selling vintage clothing on eBay to running a […]
Kevin Daley stands as a testament to the power of resilience, leadership, and unwavering positivity. As an accomplished speaker and the award-winning author of I Never Stopped Smiling, Daley’s journey from the hardwood courts of the Harlem Globetrotters to the international stage is nothing short of remarkable. Kevin Daley | Sporting Legend Daley’s ascent to […]
Julie Smolyansky is the dynamic President and CEO of Lifeway Foods, a pioneering company in the production of kefir and probiotic-rich foods. At just 27 years old, she became the youngest female CEO of a publicly traded company, transforming Lifeway into a leader in the health and wellness industry. With her vision and leadership, the […]
W Kamau Bell is a sociopolitical comedian who is the host and executive producer of the Emmy Award winning CNN docu-series United Shades of America with W. Kamau Bell. On June 26th he makes his Netflix debut with a new stand-up comedy special, Private School Negro. Kamau has a book with the easy-to-remember title The Awkward […]
Our aerial silks artist ascends from a suspended fabric without the use of safety lines. This heart-stopping act will leave your guests amazed. Our performers use the silks to fly, drop, swing, and spiral their bodies elegantly in and out of tricks. This act can be done from our portable rigs or can be rigged […]
Ellie Shefi epitomizes resilience and determination. Despite enduring a lifetime of challenges, including abuse, homelessness, cancer, and ongoing health struggles, Ellie has consistently defied the odds and embraced a life of empowerment and service to others. Her journey is a testament to the power of mindset, resilience, and resourcefulness. As an attorney, entrepreneur, best-selling author, […]
India Arie is a four-time Grammy award-winning singer, songwriter, actress, and record producer. She has sold over 10 million records worldwide. Her new short film “Welcome Home – Crazy/Sacred Space” was created to help calm the nation and bring focus to wellness, peace, tranquility and calmness during the pandemic. Being a fierce spiritual warrior navigating […]
Dr. Patty Malone stands as an expert and authority in the realm of workplace communication, dedicated to facilitating organizations in achieving profound results, heightened productivity, and enhanced profitability through the conduit of clear and effective communication. In a landscape where miscommunication and misunderstanding drain companies of an astounding $37 billion annually, Dr. Malone’s commitment to […]
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