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 The Personal Coach and PriceMetrix...  

 

The Personal Coach provides customized one-on-one business coaching for financial advisors and their teams to drive results and realize confidence, focus and freedom. Our team of coaches have expertise in the 13 critical areas of an advisor’s business and understand the challenges advisors and their teams may be experiencing. We help with creating and implementing a strategic plan, developing effective workflow, systems and processes, differentiating the business in a crowded marketplace, hiring and keeping the right people, acquiring businesses/blocks of business as well as succession planning. Creating the right momentum in your business has a lasting effect. Whether it is improving your productivity, increasing revenues or building committed teams, to name a few, our mission is for advisors and their teams to ultimately experience 3 outcomes to keep their energy fully charged - confidence, focus and freedom in business and in life.

We are a coaching company working one-on-one with some of the most committed and successful financial advisors across Canada. We help advisors and their teams in all stages of business. We are very proud of our history. We have been building a team of coaches since 2002. Our coaches have 20 + years of experience in the financial services industry and come from various backgrounds including IIROC, MFDA, the Insurance world and marketing and branding. We are an extraordinary team of people who take a collaborative approach. We have chosen this as a career because we are passionate about helping people. We bring success, experience and perspective to the table. Advisors tell us that we become a part of their team. We get it!
 


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.