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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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Ben Hammersley stands as one of the world’s most renowned futurists, celebrated for his unparalleled ability to navigate the complexities of tomorrow. As the founder and principal of Hammersley Futures, an international strategic forecasting consultancy, he has redefined the art of guiding corporations and governmental organizations toward clarity amidst the uncertainties of the future. Known […]
Nouriel Roubini is CEO of Roubini Macro Associates, LLC, a global macroeconomic consultancy firm in New York. He is also Chief Economist for Atlas Capital Team LP, as well as Co-Founder of Rosa & Roubini Associates. At a 2006 address to the International Monetary Fund, Roubini warned of the impending recession due to the credit […]
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Hoan Do is an award-winning inspirational speaker, author, and a city finalist on NBC’s hit show, American Ninja Warrior. Known for his engaging and impactful presentations, Hoan has dedicated his career to empowering young people to overcome obstacles, embrace challenges, and create momentum in their lives. His book, Creating Momentum in Your Life, has inspired […]
Doug Dvorak is a luminary among keynote motivational speakers, renowned for his global reach and profound impact. With a sterling reputation, he stands tall in the motivational speaking hall of fame and proudly holds a place in the esteemed International Who’s Who of Professional Speaking. Doug’s journey as a speaker has traversed over one million […]
Porsha Williams is known for her comedic verve and quick-witted screen presence, the Real Housewives of Atlanta star has emerged as one of the most prominent celebrity voices against police violence in the past year. From marching on the frontlines of Black Lives Matter protests to speaking out against systemic racism to her over six million social […]
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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