Leo Pusateri

Passionate, inspirational, and motivating are words many would use to describe Leo. 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 country and across the globe to places such as Singapore, Spain, Vancouver, Zurich, and London. 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, firms have endorsed Leo's skill set as the absolute best-in-class in bringing value-based training to the table. Due to increased growth, popularity, and utilization of his work throughout North America, Leo opened an office in Toronto and launched Pusateri Canada to extend the intellectual properties and consulting capabilities of his firm. Additionally in 2008, Pusateri formalized a strategic partnership with PriceMetrix of Toronto (now formerly part of McKinsey & Company) which focuses exclusively on helping financial advisors become better CEOs of their business. Leo practices what he preaches and is an authentic role model for consultative, respectful dialogue. He truly lives his values --- effortlessly and with undeniable passion --- and teaches others what he has learned over his professional lifetime.