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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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Linda Edgecombe is a change and leadership expert, Hall of Fame speaker, award-winning celebrity humorist, award-winning philanthropist, and bestselling author. With 30+ years of experience, Linda’s mission is to get people fired up and ready to shift! She passionately promises to deliver programs that create powerful shifts for inspired, energized and accountable professionals who show up everyday […]
Jasmine Star helps entrepreneurs build a brand and market it on social media. After quitting law school, she picked up a camera, built an internationally recognized business, and teaches others how to do the same. In addition to chasing wild dreams, Jasmine works with her husband and grumpy dog, and you’ll likely find her walking […]
In an ever-evolving world where businesses strive for excellence, leadership and innovation go hand in hand. Melissa Majors, an accomplished business leader, is a shining example of how education, innovation, and inclusion can be strategically woven together to drive success. Not only is she a prominent advocate for inclusion, but she is also the author […]
Nina Schick is a globally recognized keynote speaker, author, and leading expert on disinformation, artificial intelligence, and the evolving landscape of global politics. With a keen focus on how emerging technologies are reshaping democracy and international relations, Nina has become a sought-after voice in the intersection of technology, media, and policy. Her insights provide invaluable […]
Jerry Rice is widely regarded as the greatest wide receiver in NFL history and one of the most accomplished athletes of all time. As a three-time Super Bowl champion and Hall of Famer, Rice has demonstrated an unparalleled work ethic, determination, and commitment to excellence. His inspiring journey from a small-town upbringing to becoming a […]
In the realm of American football, few names carry as much weight and respect as Tony Dungy. Renowned for his exceptional coaching career and unwavering commitment to leadership, integrity, and personal development, Dungy transcends the boundaries of sports to inspire audiences worldwide. As a sought-after speaker for corporate events, Dungy brings his wealth of experience, […]
Peter Zeihan is a prominent figure in the realm of geopolitical strategy, renowned for his insightful analysis and compelling presentations. As a distinguished speaker, Zeihan offers invaluable perspectives on global affairs, helping audiences navigate the complexities of international relations and anticipate future trends. With a wealth of experience and expertise, he has earned widespread recognition […]
Henry Evans is the Founder and Managing Partner for Dynamic Results, LLC. In his career, Henry Evans has delivered more than 10,000 hours of Executive Coaching and also, more than 2000 hours of Change Management and Strategic Implementation services to clients. He applies the knowledge and experience gleaned from numerous successes and a failure in […]
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