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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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Allison Massari, an extraordinary inspirational speaker hailing from the scenic town of Belvedere, California. Her journey is a testament to the resilience of the human spirit, as she not only overcame unimaginable adversity but has dedicated her life to inspiring others through her compelling story and motivational insights. Allison’s life took a drastic turn in […]
Rachel Bogle is a seasoned event emcee, award-winning journalist, and accomplished anchor with over a decade of experience captivating live audiences and television viewers alike. Her dynamic presence, polished delivery, and ability to adapt to any event atmosphere make her a top choice for high-profile corporate events, conferences, and live shows. With her background in […]
Competitive Performance Expert | Keynote Speaker | Hospitality Powerhouse | Six- Time Bestseller From Olympic Trials swimmer to one of the first female broadcasters with CBS Sports to Mrs. American, Deborah Gardner knows what it takes to compete, win, and lead. Today, she’s a sought-after global keynote speaker and CEO of DG International, where she […]
Rachel Sheerin is an award-winning keynote speaker and emcee. Named Speaker of the Year for 2019 by NACE, you may have seen Rachel featured in Inc Magazine for her keynotes or on the TEDx stage. Rachel’s been on both sides of business – sales and operations. She’s built multi-million dollar sales teams for organizations that want to […]
Sara Canaday is a distinguished figure in the realm of leadership development, renowned for her insightful guidance and practical strategies aimed at empowering professionals to navigate the complexities of the modern business landscape. As a seasoned speaker, author, and thought leader, Sara brings a wealth of knowledge and expertise to her engagements, inspiring audiences to […]
W Mitchell once guided passengers up the famous hills of San Francisco, as a strong and entertaining cable-car gripman. Amazingly, the same scenario holds true today! As an award-winning keynote speaker, he now guides audiences uphill and empowers them to take responsibility for life’s inevitable challenges and to embrace the power of taking charge. As […]
Kate Vitasek is a distinguished authority in collaborative business relationships, renowned for her pioneering work in transforming traditional business models into cooperative partnerships that drive innovation and mutual success. Her groundbreaking “Vested” business model has redefined how organizations approach outsourcing and strategic alliances, emphasizing a “What’s-in-it-for-We” philosophy that fosters shared value and long-term sustainability. Recognized […]
Alex Molden, a dynamic and seasoned speaker, brings a unique blend of entertainment, inspiration, and practical solutions to the corporate world. With a remarkable background spanning from his days as a first-round draft pick in the NFL to his diverse experiences in various industries, Molden has honed his expertise in team collaboration, communication, and transparency. […]
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