Serving Successful Advisors and Firms Since 1992

Know, Price, Sell & LIVE

Know

The Discovering Your Value™ experience will help you look at your business in a new and powerful way.

Price

Pricing with integrity takes
work to get right. It requires
a deep-dive understanding
of your value.

Sell

This program is all about
getting closer to your most
valued clients than you’ve
ever been before.

LIVE

We inspire successful
individuals who are
committed to begin to
live their legacy now.

Our unique value

We work with select individuals and ﬁrms to challenge them to know, price, articulate and ultimately capitalize on their unique value. By taking a no-shortcuts approach, and working only with a handful of committed leaders, ﬁrms and individuals, we move the needle on stubborn metrics.

Our unique value proposition says it well, “WE EMPOWER ORGANIZATIONS AND INDIVIDUALS TO DISCOVER, ARTICULATE, AND CAPITALIZE ON THEIR UNIQUE VALUE.” Our own proposition is getting stronger each and every day. We continue to adapt and innovate for the changing business landscape. Your business has most likely changed, and ours continues to change to respond to the needs of our valued clients.

Many times people ask us “what it is that we really do?” We smile and respond sometimes with a quick response, that we actually help organizations, teams and individuals answer that very same question for themselves. Three decades and counting of proven, documented, empirical evidence of actually doing that. We’re proud that we make a difference in our clients businesses, and now more importantly, through our capstone work called The Sabbatical Experience, their lives.

Our unique value proposition

What we do

We work with select individuals and firms to challenge them to know, price, articulate and ultimately capitalize on their unique value. By taking a no-shortcuts approach, and working only with a handful of committed leaders, firms and individuals, we move the needle on stubborn metrics.

Our unique value proposition says it well, “WE EMPOWER ORGANIZATIONS AND INDIVIDUALS TO DISCOVER, ARTICULATE, AND CAPITALIZE ON THEIR UNIQUE VALUE.”

Our own proposition is getting stronger each and every day. We continue to adapt and innovate for the changing business landscape. Your business has most likely changed, and ours continues to change to respond to the needs of our valued clients.

Many times people ask us “what it is that we really do?” We smile and respond sometimes with a quick response, that we actually help organizations, teams and individuals answer that very same question for themselves. Three decades and counting of proven, documented, empirical evidence of actually doing that. We’re proud that we make a difference in our clients businesses, and now more importantly, through our capstone work called The Project YOU Experience (formerly The Sabbatical Experience), their lives.

A few words

Who we are

Pusateri Consulting and Training is a boutique consulting, training and coaching firm that quietly works with some of the more dedicated and committed leaders in wealth management.

We exist because even successful firms and advisers still “wing it” when attempting to differentiate their organizations, their teams, and their individual practices. A crowded, commoditized marketplace still exists. We are all challenged to continually find ways to stand out, and that’s just the first challenge…

It’s amazing when we still see the lack of confidence and passion in articulating their value, setting their price and selling their value. Ultimately, it ends with Living Your Value… and that’s the space we live in.

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Comments and Reviews

Who we have done it for

Our clients include some of the best financial services leaders in North America and globally. Common to each of our clients is their hunger to get better.

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MARKETING AND PRODUCT MANAGERS

What if your product could talk? That’s right. Talk. How would it describe itself? Is your product story clear, compelling and memorable? Would you buy it?

FINANCIAL ENTREPRENEURS

Are you proud and plateaued? Your business growing on appreciation only? Losing more assets than you are bringing in?

INDIVIDUALS/TEAMS/ ORGANIZATIONS