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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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Daniel Burrus is considered one of the World’s Leading Futurist Speakers on Global Trends and Disruptive Innovation. The New York Times has referred to him as one of the top three business gurus in the highest demand as a speaker. He is a strategic advisor to executives from Fortune 500 companies helping them to develop game-changing […]
Arjun is Managing Partner of Cogknition Analytics, a strategy and analytics firm with offices in Chicago, Seattle, and Washington DC. Prior to Cogknition he was a senior executive at GES, serving as Senior Vice President of Analytics and Insights. He was also an award-winning Professor at the Illinois Tech Stuart School of Business, having played a […]
Sarano Kelley, founder of The Game and author of, The Game: Win Your Life in 90 Days, grew up in a gang-infested neighborhood of Brownsville, New York. At 16 years old Kelley was accepted and began his studies at Vassar College. By the time he reached the age of 23 he was already earning 400,000 dollars […]
Peter Schiff is the CEO and Chief Global Strategist of Euro Pacific Capital, an SEC- registered investment adviser and a full-service broker/dealer. He is one of the few widely known economists and investment professionals to have spoken about the financial crisis of 2008 before it began. As a result of his views on the destructive […]
Dr. Robert Genetski has a rare combination of business and academic experience. He is a world-renowned economist, consultant, teacher, author and popular speaker. For the past 25 years, as the head of his own consulting firm, he has provided his clients with valuable insights to the financial implications of various policy developments. Genetski has […]
Brian Wesbury is Chief Economist at First Trust Advisors L.P., a financial services firm based in Wheaton, Illinois. Mr. Wesbury has been a member of the Academic Advisory Council of the Federal Reserve Bank of Chicago since 1999. In 2012, he was named a Fellow of the George W. Bush Presidential Center in Dallas, TX […]
Mary Kelly is a graduate of the United States Naval Academy and spent over 20 years on active duty in intelligence and logistics. She retired from the Navy as a commander. She has master’s degrees in history and economics, and a PhD in economics. Mary Kelly has EXPERIENCE, and it’s this experience that helps your […]
Terry Savage is a nationally recognized expert on personal finance, the economy and the markets. She writes a weekly personal finance column syndicated in major newspapers by Tribune Content Agency. She is the author of four best-selling books on personal finance. A new edition of her best-selling book, The Savage Truth on Money is now available on […]
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