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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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Mari Carmen Pizarro stands at the forefront of leadership expertise, possessing over 25 years of dedicated experience in cultivating exceptional leaders and enhancing human performance. With an unwavering commitment to guiding leaders towards unparalleled success, she has become a revered figure in the realm of leadership development. Through her insightful guidance and transformative strategies, Mari […]
Karin Hurt inspires courage confidence, and innovation. A former Verizon Wireless executive, she’s known for growing courageous leaders, building great cultures, and inspiring high-performance teams. She’s the award Winning Author of five books including Courageous Cultures, and was named as in Inc. Great Leadership Speaker for her highly-interactive keynotes and executive programs. Karin Hurt | Performance Leadership She […]
Victoria Arlen’s life story is one of remarkable resilience and triumph over adversity. At the tender age of eleven, her world was turned upside down when she was diagnosed with two rare conditions, Transverse Myelitis and Acute Disseminated Encephalomyelitis. This devastating diagnosis robbed Victoria of her ability to speak, eat, walk, and move, plunging her […]
Dr. Omékongo Dibinga is the UPstander. His life’s mission is to inspire all across the globe to take a stand when they witness an injustice, no matter how small or large. He is a motivational speaker, trilingual poet, TV talk show host, rapper, and professor of cross-cultural communication at American University. His Urban Music Award […]
Erin O’Flaherty stands as a beacon of empowerment, resilience, and advocacy in the realm of professional speaking. Crowned as Miss Missouri, she brings a profound and multifaceted narrative to the stage, intertwining her journey as a LGBTQ+ advocate with her passion for suicide prevention. With a compelling presence and an unwavering commitment to her causes, […]
David Meerman Scott is a globally recognized expert in sales and marketing, renowned for his transformative insights and dynamic speaking engagements. With a career spanning over three decades, Scott has established himself as a thought leader, author, and consultant, influencing the way businesses approach marketing and sales. He is the author of numerous best-selling books, […]
As an inclusive Workplace Wellness Advocate, Vivian Acquah advises managers on how to keep their team members engaged, energized, and safe in a sustainable, long-term way. A clear Workplace Wellness strategy & implementation will fix your hidden cost drains and missed opportunity cost because it will improve talent retention, engagement, employer branding, and connection with […]
Dr. Scott Parazynski is a highly decorated physician, astronaut, best-selling author (“The Sky Below”) and tech CEO. He is a widely sought after keynote speaker on innovation, risk management, mentorship and leadership under extreme adversity. Scott has lived and traveled all over the world, spending many of his grade school years in places such as […]
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