Videos & Podcasts
Becoming Referable Podcast - ‘The Game Has Changed’ what’s going on with the coronavirus pandemic and how to act now
Hosts Julie Littlechild and Stephen Wershing - April 2020 / On this episode, we welcome back to the program, Leo Pusateri, President and CEO of Pusateri Consulting. Leo was recognized as one of the leading experts on defining and pricing your value. In that role, he has worked with some of the top advisors and some of the biggest institutions on the North American continent. But the occasion of bringing him back is his publication of a new paper, The Game Has Changed, his response to what’s going on with the coronavirus pandemic. In it, he lays out 10 principles for making sure that you are reinforcing, in fact even increasing, your value to clients, and the kinds of things you need to do to make sure you are taking care of your clients, taking care of your team members, and taking care of yourself.
First Clearing: The Next Frontier Podcast - The Next Big Project is You
Host Bill Coppell - January 2020 / The Next Big Project is You: 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.
Becoming Referable Podcast - YOU, the Advisor
Hosts Julie Littlechild and Stephen Wershing - July 2019 / YOU, the Advisor: [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.
First Clearing: The Next Frontier Podcast - Your Next Big Project is About You
Host Bill Coppell - June 2019 / Your Next Big Project is About You: 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.