OUR BACKGROUND...

Who We Are...

Pusateri Consulting and Training is a boutique sales consulting firm that quietly works with some of the more dedicated and committed leaders in financial services.  We exist because even already successful firms and advisors still "wing" articulating their value, setting their price and selling their value.  We are all about helping organizations and individuals to know, price and sell their value.  

Founded in 1992, Pusateri serves financial services firms in the US, Canada and globally, through Pusateri International, located in Williamsville (Buffalo), New York, USA and Pusateri Canada, in Burlington, Ontario.  

 

Our Strategic Alliance With PriceMetrix...  



PriceMetrix, headquartered in Toronto, is the first choice in practice intelligence solutions for retail brokerages in North America, was founded in 2000, (acquired by McKinsey and Company in September 2016) and has more than 20 firms and 35,000 Financial Advisors as clients.  PriceMetrix collects and analyzes retail brokerage data with a mission to improve the business performance of wealth management firms and their Financial Advisors. Pusateri and PriceMetrix allied in 2006 because of a shared belief that advisors would benefit from a one-two punch of PriceMetrix perspective data and Pusateri's hands-on coaching on pricing conversations and truly knowing your value.  In March 2013, the firms established the framework for broader collaboration, reflecting the growing industry need to establish and defend sensible pricing. 

 

The Personal Coach