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The Next Frontier

Jun 12, 2019

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.


In this episode, you’ll hear:


  • Seven key emotions every advisor should explore
  • What’s causing the “communication illness” in our industry
  • How deep, personal introspection can make you a better advisor


As President, and CEO of Pusateri Consulting and Training, Leo Pusateri helps financial professionals discover, articulate and capitalize on their value by learning to live lives of significance and bringing authenticity to their client relationships. Known as the “Value Man,” Leo has been providing inspiration and guidance to advisors globally for more than 30 years. He is frequently quoted in industry publications and is the author of Mirror Mirror on the Wall, Am I the Most Valued of Them All? and You are the Value. His third book is set to release later this year.


For more about Leo—

Books: Mirror Mirror on the Wall, Am I the Most Valued of Them All? and You Are the Value