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White Paper 3 -
Quantifying Your Value

"Asserting value is no longer enough. Provable, measurable results – showing that your real value is at a multiple to the cost of
working with you – should be the new norm in wealth services.   

Top financial professionals routinely generate unmeasured ROI for clients that would take decades for clients to realize by investing in markets."

White Paper 2 -
How Big Is Your Triangle?  Is it Balanced?

In our previous whitepaper, we defined Pricing Integrity as a function of three factors: fairness, consistency and transparency. We discussed why pricing integrity eludes many financial advisors. In this second in the series, we present the Value Price Perception™ triangle, a simple construct that some of the most successful financial advisors in North America have used to set their pricing, and manage their value and pricing strategies"

Hosts:

• Bill Coppel, First Clearing Chief Client Growth Officer

Featuring Pusateri Consulting & Training's very own President & Founder, Leo Pusateri 

Click to hear episode: "The Next Big Project Is You"

Quote: Leo Pusateri: “Do you have an ongoing commitment to be your best? Are you seeking continued inspiration yourself as an advisor or a client? Are you wondering what’s next? Still curious, committed, or challenged to be your best?.” 

Excerpt: Bill Coppel: “It’s no secret that we live in a 24/7 world today. And because we’re in constant motion, it can be easy to lose sight of what’s important in our lives. While technology has, in many ways, made life easier and more efficient, we find ourselves spending most of our time doing, and virtually no time being. ” 

Hosts:

• Julie Littlechild, Founder and CEO - Absolute Engagement
• Stephen Wershing, President - The Client Driven Practice

Featuring Pusateri Consulting & Training's very own President & Founder, Leo Pusateri 

Click to hear episode 67: "Leo Pusateri on YOU, the Advisor"

Quote: “We have all built up our own success in our own ways, we have our clients… but at some point, your next big project is YOU.” 

Excerpt: Julie Littlechild: “[This podcast] reflects on the latest work which is squarely focused on you as an advisor and how you can design the next phase of your business, and your life, to reflect your most significant goals. I really believe that this is a critical conversation for this industry and one that we don’t have often enough.  Leo starts with the idea that your next big project is you and then walks you through the seven areas that he believes we all need to examine in order to live lives of significance.” 

June 2019 - The Next Frontier with Bill Coppell

FirstClearing.com

Host: 

• Bill Coppel, First Clearing, Chief Client Growth Officer

Click to hear episode: "The Next Big Project is About You"

In this episode you will hear:

• Seven key emotions every advisor should explore
• What’s causing the “communication illness” in our industry
• How deep, personal introspection can make you a better advisor

Excerpt: Many advisors are at a crossroads in their careers and are wondering what’s next. Consultant Leo Pusateri believes advisors must spend time looking inward in order to have authentic relationships with clients. In this episode, he and host Bill Coppel – Managing Director & Chief Client Growth Officer at First Clearing – explore how gaining a better understanding of their own emotions can help advisors redefine their value.

August 2013 - Article

Article: "Squeeze the Heart"  - By Leo Pusateri

"Listen before you are listened to." 

Excerpt: Whether I am talking to advisors during training sessions or whether it is advisors talking with their clients, we must all learn to listen well and make emotional connections.  From listening, communication and observations, I have uncovered a very real communication "illness" in our industry.  What do I mean?  (Click the image to the right to read the full article)

Connie Kadansky-President of Exceptional Sales Performance

Featuring Pusateri Consulting & Training's very own President & Founder, Leo Pusateri & More...

Audio Blog: "How to Differentiate Yourself in the Crowded Marketplace"

Excerpt: Many salespeople are falling into the commodity trap and they don't know their value.  If you don't know your value, you cannot sell your value.  All salespeople will agree to this, however, it can be difficult to settle down and do the work to differentiate yourself in the midst of the crowd.

Our guest is Leo Pusateri, CEO of Pusateri Consulting & Training

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 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.

Article: To outgrow your competition, know your competition - By Leo Pusateri

Editor's note: This column is an excerpt from the book, You Are the Value, by Leo Pusateri.

I'm often told when I conduct sessions that I shouldn't spend much time talking about what makes my client's firm different from the competition. It often doesn't crystallize for clients until we do a follow-up program that understanding the competition is, in fact, very important when it comes to differentiating yourself.

At the next session, I ask the leaders questions such as, "What makes you different from XYZ & Company?" That's when the firm leaders see their talented staff members fumbling for answers. 

CPAs need the language to answer this question with that discussing the competition is a good dialogue to have within the firm because they need insights into the competition when talking to potential clients. Unless they attend a session like mine, however, firm leaders and staff will seldom actually discuss the issue.