Leo Pusateri

Biography

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.

While his core unique value proposition remains focused on helping organizations and individuals discover, articulate and capitalize on their value, Leo`s curriculum goes significantly deeper by teaching professionals the principles of reputational value as well as how to develop and present it. He guides senior leaders who are looking to drive an eight-to nine-figure lift to their businesses. He also leads financial entrepreneurs who are attempting to elevate their stature from "good-to-great" to ultimately becoming extraordinary in competing on value.

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 credible testament to his knowledge capital that he enthusiastically shares with clients. He has traveled the globe from Singapore to Spain, from Vancouver to Zurich, New York City to London, and from beautiful Buffalo to San Francisco -- among other spots in and outside of the U.S. 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 with clients around the globe, firms have endorsed Leo`s skill set as the absolute best-in-class in bringing value-based training to the table.

Publications

mirror mirror on the wall am I the most valued of them all?
The Ultimate Element of Differentiation is YOU

Do you know the seven compelling questions prospects should ask to truly understand your value? Can you articulate your answers with confidence, passion and speed?

If you are a Financial Entrepreneur, and you`ve answered "no" or you are not sure, after reading mirror mirror on the wall am i the most valued of them all? you will answer a resounding "yes."

Titles

"You" are the Value
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.

Becoming A Branch or Firm of Destination
Have your divisional and branch managers created reputational value in their marketplaces? Is their office considered the "Branch of Destination"? Do the top financial entrepreneuers 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.

Pricing Your Value
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.