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The Next Frontier

Jan 15, 2020

Advisors have been trained to view the world from their clients’ perspective. Consultant Leo Pusateri believes that if we flip the script and lead with an understanding of ourselves, we can have a more significant impact on our own lives and the lives of others. In this episode, he and host Bill Coppel – Managing Director & Chief Client Growth Officer at First Clearing – discuss how to get this process started.

In this episode, you’ll hear:

  • Important questions advisors should ask about their own futures
  • How self-reflection can lead to greater confidence
  • Ways to begin noticing those things in life that truly matter


Leo Pusateri is president and CEO of Pusateri Consulting and Training, a firm that helps financial professionals discover, articulate and capitalize on their unique value by doing the internal work that lets them live lives of significance and be authentic in how they engage with clients.

Known as the “Value Man,” Leo has been providing guidance to advisors globally for more than 30 years. He is frequently quoted in industry publications and is the author of several books, including Mirror Mirror on the Wall, Am I the Most Valued of Them All?, You are the Value, and Your Next Big Project is You.

Ways to contact Leo—

  • Pusateri Consulting and Training: 716-631-9860
  • com