Leo Pusateri

Leo Pusateri is president of a sales consulting and training firm. Founded in 1992, the company provides counsel based on the philosophy of competing on value in the financial services industry. The firms own Unique Value Proposition (UVP) empowers organizations and individuals to discover and articulate their unique value. Their client list includes international private wealth consultants, national and regional brokerage firms, mutual fund companies, money management firms, insurance companies, and banks. With over 25 years of sales and marketing experience, Mr. Pusateri spent a decade as a sales consultant with Learning Internationalformerly Xerox Learning Systems where he developed strategies to increase sales productivity for Fortune 500 companies. In 1989, he was named vice president of marketing for Elias Asset Management, an investment advisory firm managing assets for high wealth individuals, pension and profit sharing plans, trusts, endowments, foundations and bank trust departments. In 2002, Mr. Pusateri formed an alliance with Financial Advisor magazine to provide regular columns for their audience of over 60,000 financial advisors as well as participate in their industry symposiums as a featured speaker. Published in 2002, Mr. Pusateris book, mirror mirror on the wall am i the most valued of them all? helps financial entrepreneurs explore the concept of discovering their value. TOPICS • Discovering Your Value • Delivering Your Value • Transitioning Your Business to a Fee Base Practice • Branch Manager Training • Pricing Your Value