High-Trust Leadership for
Financial Planners and Advisors

To be one of the most successful financial professionals in today's world you must effectively lead yourself, lead your clients, and lead your team.

In this powerful, content-rich session Bill will discuss the keys to going beyond being a technically competent practitioner to running your business like a true CEO and high-trust leader.

As a result you will more effectively:

  • Lead your clients to make smart choices about their money without being distracted by what is out of their control like the markets, the economy, politics, and world events.
  • Lead your team to own the results necessary for optimal client service and business success.
  • Lead yourself to have the discipline to do what's most important and productive rather than what's comfortable and familiar.

The real-world impact will be:

  • More revenue and profit from Ideal Clients.
  • Less stress and anxiety.
  • Greater time freedom and quality of life.

Bill is an outstanding speaker and trainer in the financial services business. I have been planning training events for six years and have hired dozens of professional speakers, and Bill ranks among the best we have ever had. As our keynote, he set a positive tone for our entire four day event, and he is diligent and thoughtful in his follow-through with our advisor clients. I would highly recommend him for any organization."

– Joe Anzalone
Asset Marketing Systems

Bill Stage 5

To check Bill's availability or to schedule him for your next speaking engagement, contact us online or call Anne Bachrach, Financial Services Speakers Network, directly at (619) 269-4491.