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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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Watchen Nyanue is a force to be reckoned with in the world of strategic marketing, business development, and professional speaking. Her journey from surviving the Liberian civil war to becoming the Founder and CEO of I Choose the Ladder is a testament to her resilience, determination, and unwavering commitment to excellence. Since immigrating to Chicago, […]
Winston Ma, CFA & Esq., is an esteemed figure in the global digital economy, whose multi-faceted career has made him a sought-after speaker, advisor, and thought leader in Chinese economics and global tech investment. His journey spans roles as an investor, attorney, author, and educator, giving him a broad, yet incisive, understanding of the dynamic […]
A veteran of TV broadcasting, political campaigns, and Wall Street, Steve Cortes brings unique insight into the always-important – and sometimes comical – intersection of media, politics, and money in America. Steve Cortes served as Senior Spokesman and Strategist for the Trump 2016 and 2020 campaigns, including leadership of Hispanic outreach. Steve also worked as […]
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 […]
Lily Brasch is a living testament to the power of resilience and determination. Born with a rare congenital condition and told she would never walk, Lily has turned impossibilities into achievements that inspire audiences worldwide. Her journey is a beacon of hope, proving that the human spirit can overcome even the most daunting challenges. From […]
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The Swing Kittens are a vibrant and talented swing vocal trio hailing from the heart of Orange County, California. Renowned for their harmonious blend of vintage style and modern charisma, The Swing Kittens have quickly established themselves as a premier act in the entertainment industry. Their engaging performances captivate audiences with a nostalgic nod to […]
Jeff Civillico stands out as a unique blend of entertainer and inspirational speaker. His presentations are not just informative; they are interactive, engaging, and downright fun! With a background deeply rooted in entertainment, Jeff seamlessly incorporates humor and captivating routines from his acclaimed Las Vegas show, “Comedy in Action,” into his speeches. This fusion of […]
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