Press Room
Read the latest news and important announcements from Pusateri...
A Pusateri Intelligence Concept... "How big is your Triangle? How Balanced?"
Pricing financial services correctly boils down to managing three critical factors: the value you provide, how your clients perceive that value, and your price. Visualized together, these form the Pusateri Value Price Perception TriangleTM, a simple tool to see where key value and pricing vulnerabilities and opportunities exist. We propose strategies that advisors, managers and brokerage firm leadership alike can use to develop the right Value Price Perception Triangles for their businesses. We then look at three advisor Triangles, and discuss how we would coach them. Read it here...
Larry Pugliese of Raymond James interviews Leo Pusateri at their headquarters in St. Petersburg, FL, July 2012
Larry continues his interview series with Leo in their unique setting which further expands on Pusateri's prospectives on knowing, pricing and selling your value. This is a compelling video interview which takes Leo and Larry's conversations to the next level and sets the stage for a Pusateri major announcement for 2013 on the concept of "living your value". More to come, fasten your seatbelts. Watch it here...
Mirror Mirror on the Wall, Am I the Most Valued of Them All? released on eBook, Kindle and iPad formats currently available.
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."Buy it here...
Larry Pugliese of Raymond James interviews Leo Pusateri on the concept of pricing integrity.
In the 17-minute interview, Leo lays out the interplay of the value an advisor delivers, how clients perceive the value and the price the advisor commands. Leo speaks on Pusateri's experience in coaching more than 500 advisors to establish or re-establish pricing integrity, and why as an industry, advisors and firms alike often accept unnecessary compromises to their profitability that serve neither the client nor the advisor well. Listen to it here...
Fee and Managed Asset Pricing Study - PriceMetrix Insights Latest Edition
Ground-breaking report from our strategic ally, PriceMetrix, on fee-based advisory business. The report shows the many advisors are leaving up to $20,000 on the table each year even as this business segment grows. Advisors need to price appropriately at the outset of the client relationship. Learn more…
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Annual Report on the State of Retail Wealth Management
February 2011: Pusateri's strategic ally, PriceMetrix, has released an encouraging annual report on the state of retail wealth management. In it, PriceMetrix discusses trends on asset levels, revenue levels, household size, fee pressures and transactional pricing trends. Reading the report will help firms and advisors benchmark
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Pricing Your Value has Arrived
Pusateri Launches the new "Pricing Your Value"
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Pusateri and PriceMetrix Announce Alliance
Pusateri and PriceMetrix announced their strategic alliance.
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Pusateri Celebrates 15 Years in Business
Pusateri celebrated their 15th anniversary with an evening of friends, family and great jazz.
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What Have You Done for Me Lately?
Giles Kavanagh, Managing Director, Pusateri Consulting and Training featured in Brokerdealer Journal
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