• Who We Are
• Our Team
• Strategic Partners

• What We Do

• Why We Do What We Do

• How We Do What We Do

• Who We Have Done It For

• What Makes Us Different

• Why Do Business With Us

Strategic Partners

To help support the client efforts of our core team we have established strong alliances with some of the best people and organizations in the industry to create truly unique solutions.

PriceMetrix

Pusateri and PriceMetrix have formed a strategic alliance to help firms increase their productivity by helping their advisors to price their value fully. Toronto-based PriceMetrix is the North American market leader in improving retail brokerage and investment sales force results. Pricing Your Value, launched in February of 2008, is the first new Pusateri offering powered by PriceMetrix.

Gresham Company

Steve Gresham is a wealth management specialist and a true leader in helping financial services firms at every level to capitalize on trends in global wealth management. In 1999-2000, Steve and Leo Pusateri trained private wealth advisors in Europe, Asia, the Middle East, Canada, and Latin America. Steve calls the Pusateri Value Ladder the "chassis" onto which to fit his exceptionally valuable strategic advice. We are not alone in considering Steve Gresham the speaker and expert of choice on trends in global wealth management.

Sydney LeBlanc

One of the best writers in the financial services world, Sydney has designed and co-written various Pusateri programs and intellectual property. She is a 26-year financial services industry veteran, journalist, author, and publisher. An award-winning editor, she was the co-founder and editor-in-chief of Registered Representative, the nation's first trade magazine for stockbrokers. As chief editor, she also organized the magazine's conferences and workshops and other ancillary products for brokers. Sydney co-founded Securities Industry Management magazine, the first publication for branch managers.

Bill Cates - Referral Coach International

As you discover and articulate your value through Leo Pusateri's system, you will become more referable. Now, you need to leverage that referability to get great introductions to great new prospects. Bill Cates has revolutionized the way financial professionals are using referrals and other powerful marketing strategies to attract more clients and increase sales! Financial advisors and their firms having been calling on Bill since 1996 to help acquire more high-quality clients through referrals. Veterans learn how to successfully leverage their base of loyal clients. Rookies get the right strategies from the very start of their career. His popular books, "Get More Referrals Now," and "Don't Keep Me A Secret," have established him as the financial services foremost expert on building thriving referral-based cultures.

Plan Your Legacy

Plan Your Legacy, LLC has a vision for revolutionizing the financial services industry. The company is dedicated to helping compassionate financial advisors deliver meaningful and profitable legacy planning services that foster deep, loyal, multigenerational client relationships. The company's fundamental business belief is that legacy planning is not just about leaving your family financial assets or making a specific bequest to charity, it's about documenting and sharing your life lessons, values, and memories with the next generation. Breadcrumbs^SM, Plan Your Legacy's comprehensive program, offers financial advisors everything they need to add legacy planning to their practices—from software to marketing tools and training.