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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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Jamie Hess brings a fresh, engaging perspective to keynote speaking, combining her background as a top PR pro with her dynamic personal storytelling. Known for her gratitude framework, Gratitudeology™, Jamie empowers audiences to shift mindsets, boost performance, and deepen their sense of purpose. She also dives into branding with her talk The Magnetic Rebrand, helping […]
In 1995, Mercedes Ramirez Johnson narrowly survived a commercial airplane crash that killed 160 people, including her parents. As one of only four survivors of this tragedy, she vowed that she would make her second chance at life count…and that she has – not only for herself, but also for the tens of thousands of […]
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Kristen Brown is not your average speaker; she’s a force of nature. With her infectious energy, quick wit, and deep expertise in energy mastery, she electrifies audiences around the globe. As a high-energy, funny, and relevant energy mastery expert and biohacker, Kristen has a singular mission: to charge up all dimensions of her audience’s lives, […]
Bubble Sphere is great for a space that has a pool or body of water that is not being utilized at your event. The performer will amaze the audience with contortion, light shows, and costumes this act can also be used on the ground for a snow globe-like effect. Step into a world of enchantment […]
Lisa B. Marshall helps leaders create and deliver stronger messages, manage conflict, and transform teams. In a nutshell, our training gets results. Working together with organizations and individuals is what I love most (and is what pays the bills). I love creating significant transformations – personal, professional and financial – through developing and enhancing communication. […]
Alyssa Milano is a multifaceted talent in the entertainment industry, known for her dynamic presence both on and off the screen. With a career spanning over three decades, Milano has captivated audiences worldwide through her diverse acting roles and engaging persona. Beyond her impressive acting credentials, she has established herself as a sought-after event host, […]
Liz Brunner, a Certified Professional Coach (CPC) and the CEO and founder of Brunner Communications, has established herself as a transformative force in the realm of media and communications. With over 35 years of experience, she has honed her expertise to become a sought-after consultant for high-profile individuals and organizations looking to build powerful brand […]
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