Shows
The Purpose Focused AdvisorLeo Pusateri: Living Your Value with Confidence, Passion, and SpeedIn this episode of The Purpose-Focused Advisor, I’m joined by Leo Pusateri, President of Pusateri Consulting and known worldwide as the “value man.” For decades, Leo has helped financial advisors discover, price, deliver—and most importantly—live their value with confidence, passion, and speed.Today, his work goes even deeper through The Project You Experience. Shaped by personal experiences and health challenges, Leo now guides advisors and business leaders to align their professional success with purpose, relationships, and legacy.We explore why significance matters more than success alone, how simple...
2025-09-1837 min
Confessions of a Sales Pro with Ian SelbieEp120: Leo Pusateri Pro-2-ProLearn more about my Sales Training & Coaching programs at SalesMentorU.comEp120: Leo Pusateri Pro-2-Pro## Confessions of a Sales Pro, sponsored by Saleslook ##Pipeline management software that provides your sales force with freedom and focus to do what they do best, build relationships and sell more.Free Your Sales Force!For more information visit https://www.saleslook.com/Watch our 3-minute 𝑺𝒂𝒍𝒆𝒔𝒍𝒐𝒐𝒌 demo at https://vimeo.com/948869565𝑻𝒓𝒚 𝒐𝒖𝒓 𝑭𝑹𝑬𝑬 𝟑𝟎-𝒅𝒂𝒚 𝒕𝒓𝒊𝒂𝒍 𝒂𝒏𝒅 𝒔𝒆𝒆 𝒇𝒐𝒓 𝒚𝒐𝒖𝒓𝒔𝒆𝒍𝒇 𝒉𝒐𝒘 𝒆𝒂𝒔𝒚 𝒊𝒕 𝒊𝒔 𝒕𝒐 𝒕𝒓𝒂𝒄𝒌 𝒚𝒐𝒖𝒓 𝒅𝒆𝒂𝒍𝒔 𝒂𝒏𝒅 𝒊𝒎𝒑𝒓𝒐𝒗𝒆 𝒚𝒐𝒖𝒓 𝒔𝒂𝒍𝒆𝒔: https://www.saleslook.com/trial💡 Partner Opportunity: Become a Saleslook Affiliate and earn 20% ONGOING ROYALTY for every customer seat subscription.Learn more about my Sales Training & Coaching programs at www.SalesMentorU.com
2023-03-0930 min
Your Next Big Project Is YOULead With Passion with Jen GoldmanIf you’ve thought about where you want to take your business, to the next level of growth and success, then I would highly advise you to listen to this podcast with Jen Goldman. You will feel her passion for her work immediately.
Listen in as I ask Jen to explain the 5 critical steps in the transformational process that she teaches and has proven expertise in. You will not want the podcast to end the more you hear her enthusiasm and energy. You’ll be just as excited as I was in talking to her.
2022-12-1923 min
Your Next Big Project Is YOUWhat’s Really Possible with Persistence & Perspective with Kevin J. CorcoranKevin Corcoran is one of the coolest and accomplished guys I know. He has more than 40 years of consulting, leadership and coaching expertise on his resume. He’s built a successful travel organization that would blow you away. When you hear the places that he visits, and how he integrates culture and current events into these trips, you will want to join him on a future cruise.
I love how Kevin continues to make a difference in the lives of others. He gives his time, talent and treasure to causes that are near and dear to his he...
2022-12-0532 min
Your Next Big Project Is YOUDoing The Right Thing, The Right Way with Jim GouldJim Gould has built a very successful, independent, and employee-owned registered investment advisory firm, Alesco Advisors. Their emphasis on SERVICE, INTEGRITY, and VALUE guides their client-first ethos.
Knowing Jim as well as I do, he lives those key words, not only in leading his company but also in how he lives his life. Jim lives a life of significance, filled with abundance, and is constantly finding ways to give his time, talent, and treasure.
Listen in as Jim shares his career journey and his philosophies on business and life. It’s not often you find so...
2022-10-2432 min
Your Next Big Project Is YOULive In Your Community, Not Off Your Community with Patrick BurkePatrick and I grew up together. His father was my parents’ insurance agent and I knew many of his family members growing up. What Patrick has achieved in his lifetime has blown me away. An amazing entrepreneur, Patrick is a voracious reader and a consummate professional with an unconditional commitment to excellence in all that he does.
He has an abundant mentality in both business and life, where he is constantly giving his time, talent and treasure to people in need and worthy causes that he supports. His entrepreneurial instincts and discipline allow him to provide extraordinary va...
2022-10-1027 min
Your Next Big Project Is YOUHighlights, Volume 2Our 22nd episode is Volume 2 of our Top 10 Hit Parade.
I’ve been privileged to interview a number of leaders, managers, and coaches, to really rewind their lives and their careers to talk about their journeys to success and what they value most.
I invite you to listen to some of these highlights we’re sharing. Many of the takeaways support our Sabbatical Experience. It involves living a life of significance, living a life with no regrets, with abundance, gratitude, increased perspective, and being your best. Ultimately, the learning and life journey is to live your...
2022-09-2627 min
Your Next Big Project Is YOUEmbrace Change, Stay Relevant with Andrew TappeAndrew Tappe is a true renaissance man. He lives a life led by a love for his family, filled with excitement and adventure.
As a committed loving father, grandfather, and retired Fidelity executive, he brings great perspective. He now has time in his life now to pause and reflect. One thing for certain is that he is living life to the fullest.
Listen in as Andrew shares his thoughts about living a life of significance. His thinking focuses on staying relevant to the people in his life that he truly cares about.
2022-09-1233 min
Your Next Big Project Is YOULive Life By Design, Not By Default with Michael BradleyThe shift from Return on Investment (ROI) to the Return on Life (ROL) has begun. Shifting discussions to personal meaning, purpose and legacy is what Michael Bradley has mastered in the pursuit of TRUE WEALTH.
Listen in to hear Michael’s authenticity come alive as he shares his personal perspectives on the things that are really important when you have your hand on the hearts of your clients.
2022-08-2932 min
Your Next Big Project Is YOUListening Deeply and Really Making A Difference with Stephen WershingTired of wasting time and money on services that your clients don’t value?
Listen in as Stephen Wershing shares some of his perspectives on really listening to your clients. If you truly want to make a difference in your clients’ lives, Stephen will give you some questions to think about, along with some of his best practices from years of facilitating client advisory boards. Nobody knows how to facilitate these advisory boards better than Stephen!
2022-08-1528 min
Your Next Big Project Is YOUPartnering with Clients to Accelerate Growth, with Joe Corcoran Jr.I’ve had the pleasure of knowing Joe Corcoran Jr. for almost four decades. What an amazing guy who is truly making a difference in the lives of his clients and those he is privileged to serve.
Listen to Joe’s philosophies on the partnerships that he’s built and the lives he’s changing through his work. He is an absolute pro and one of the greatest entrepreneurs I’ve worked with over the years!
2022-08-0131 min
Your Next Big Project Is YOUMaking a Difference in the Lives of Advisors with Art Schooley & Juli LeithIf confidence, focus, and freedom are important to you to achieve extraordinary success in your business and life, then this is a podcast you must listen to.
Hear the passion and insight of Art Schooley, Founder and Early Visionary for The Personal Coach, and The Personal Coach’s current President and CEO, Juli Leith as they discuss how to recharge your business momentum to get the business and life you are seeking.
2022-07-1844 min
Your Next Big Project Is YOUGetting Inside The Heads Of Your Clients with Julie LittlechildYou’d be hard-pressed to find a better individual and an organization that truly understands what client engagement is all about. Julie Littlechild is an absolute expert on the issues of client loyalty.
Listen in as Julie and I have a fun conversation comparing notes while listening to Julie’s thoughts on authenticity, disruption, and the “lesson of the mixtape”.
2022-07-0432 min
Your Next Big Project Is YOUPutting an Exclamation Point on Your Work and Life! with Anne ApkingAnne Apking is a proven leader in designing high-performance learning journeys. Her passion for design is contagious. Listen to Anne describe her two favorite words, “I wonder…” This questioning mindset applies to any endeavor you are trying to achieve. Anne’s description of proper learning design as well as the pitfalls in what should be avoided requires a notepad as she shares some invaluable nuggets.
A key part of Anne’s work today is helping successful individuals think about the next 5 to 25 years of their life. Are you making a meaningful difference in your life and the lives of o...
2022-06-0630 min
Your Next Big Project Is YOUThink Like An Owner with Alan FeldmanAlan Feldman has had a tremendous career focused on Real Estate, Management, and Finance. However, he’s done so much more, his resume includes a fantastic family, married for 35 years with 3 children.
Alan’s passion for education and teaching others will also impress you. He’s continually searching for ways to give his time, talent, and treasure to causes where he can make a meaningful difference in the lives of others.
During our podcast, Alan shares some simple rules, words, and wisdom from his mentors that continue to affect his thinking and teaching of others today.
2022-05-2332 min
Your Next Big Project Is YOUHow To Heal and Rebuild Your Life After a Loved One Dies with Mark ColganMark Colgan has been in the Wealth Management business since 1993 and a Certified Financial Planner™ professional since 1999. A week before 911, Mark experienced an extraordinary and traumatic event in his life – the unexpected passing of his wife. What he experienced soon became the impetus to help others experiencing the unfathomable – losing their best friend.
Mark’s newest book, “Death’s Red Tape”, will fully help individuals who need guidance on the important details that need to be ultimately dealt with after death. His creativity and innovation extended to the launch of MyWisdomWill.com, another tool that proactively helps all of us plan...
2022-05-0935 minYour Next Big Project Is YOUHighlights, Volume 1This episode is our version of a Top 10 Hit Parade.
I’ve been privileged to interview a number of leaders, managers, and coaches, to really rewind their lives and their careers to talk about their journeys to success.
I invite you to listen to some of these highlights we’re sharing around living a life of significance, living a life with no regrets, living a life with abundance, with gratitude, with a quest to be your best, having perspective in your life. And ultimately, to live your legacy, not just to leave it, but to LIVE...
2022-04-2536 min
Your Next Big Project Is YOUMaking a Bigger Splash in Life’s Pond with Dan WilhiteDan Wilhite brings a lifetime of business perspectives coupled with his ongoing thirst for intellectual curiosity and what life’s opportunities are for all of us to grasp.
Learn how Dan generously funded a part of a children’s school in Cuba, how he talks about the five most important questions in life, and how a ride through the Rockies gave him added perspective in his thinking.
2022-04-1138 min
Your Next Big Project Is YOUBe Relevant or Go Home with Dr. Judith PattonJudith Patton has some interesting perspectives on life. You may want to have a journal by your side as you listen to this podcast. Judith’s comments on the following will make you want to listen to this podcast more than once:
Some of us are surprised by our own success.
We start to see things differently over time.
Life interferes with life.
Things can become hidden within ourselves.
These are just a few of the topics that Judith will give you her thoughts on and make her concept of a “Be Relevant or Go Home”...
2022-03-2834 min
Your Next Big Project Is YOUIn Search of The Next Mother Teresa with Douglas Ford ReaTaking the time to listen to some of Doug Rea’s stories will literally blow you away. What a privilege to interview a guy who has experienced things that you will be in some cases shocked and at the same time inspired by.
Doug Rea is a freelance still, video & FAA certified aerial photographer, editor and multimedia producer for humanitarian and media organizations. He has shot stories in Haiti, India, Indonesia, North and South America, Puerto Rico and Sub-Saharan Africa. He has produced stories in the Middle East and Europe.
His images have been represented in...
2022-03-1433 min
Your Next Big Project Is YOUExpect To Win with Vito J. TorregianoListen to a riveting story of how Vito’s career and decision to move on, has impacted the lives of many.
From his family, to the kids that he’s been blessed to coach over the last two decades of his life, Vito continues to make a difference.
Hear about how his meeting with the legendary coach John Wooden, his daily dinner-time coaching from his father, and how a assignment from his grandfather to work on his pride and joy left an indelible mark in Vito’s mind and actions going forward.
Vito is imp...
2022-02-2833 min
Your Next Big Project Is YOUThe Mentality of YES You Can with Chris DorrisAs a Mental Toughness Coach, Chris Dorris is ultimately in the business of Success Coaching. He helps people close the gap between how they live their lives and how they want to live them going forward.
He started his career as a social worker working on the streets of Atlantic City, helping the mentally ill, drug-addicted and homeless populations upgrade their lives.
Today Chris coaches several of the top-performing sales teams and leaders from multiple Fortune 500 companies. He’s trained the minds of world-famous actors, professional golfers, NFL and NHL Coaches, business executives, Super Bowl Cham...
2022-02-1441 min
TOUGH TALKS: Conversations on Mental ToughnessTOUGH TALKS - E094 - BEST OF: Tough Talks 5!This week we have put together another highlight reel from 8 more of our amazing guests who blessed us with their presence and amazingness on the show.
Have a look/listen, and take some tools or tips or reminders away from it that can help you continue to strengthen your mind and build more Mental Toughness.
https://christopherdorris.com/best-of-tough-talks-5/
Doc Ali
Kellan Fluckiger
Greg Everett
Marc Schmallen
Laban Ditchburn
Ian Koniak
Leo Pusateri
Debbie Crews
---
If...
2022-02-0220 min
Your Next Big Project Is YOUMindfulness in the C-Suite with Leonie TylerLeonie is a seasoned strategic growth and cultural change executive with exceptional relationship management and communication skills. She is a values-based leader and strategic thinker who makes decisions based on facts.
Leonie is an amazing individual. I don’t know of anyone in my Rolodex who totally gets the concepts of mindfulness, whether in business or personal interactions. She absolutely gets it as it relates to being completely present with individuals, listening as if she’s feeling the words coming out of your mouth, all while exemplifying curiosity, warmth, and attentiveness at an unmatched level by my stan...
2022-01-3138 min
Your Next Big Project Is YOUHelping Others Win in Life & Business with John HoskinsJohn is my sales training, coaching and leadership lifeline. If there was such a thing as a “Yoda” or “Guru” in my life that I turn to for advice and counsel, it’s John Hoskins.
John has truly made a difference in the lives of sales leaders and professionals, challenging them to be their best. But maybe more important John has demonstrated abundance by giving his time, talent and treasure toward a program called Life Plan, helping kids create plans for their futures.
I invite you to listen in to someone who is truly world-class and contin...
2022-01-1736 minConfessions of a Sales Pro with Ian SelbieEp64: Leo Pusateri Pro-2-ProLearn more about my Sales Training & Coaching programs at www.SalesMentorU.comEp64: Leo Pusateri Pro-2-Pro## Confessions of a Sales Pro, sponsored by Saleslook ##Pipeline management software that provides your sales force with freedom and focus to do what they do best, build relationships and sell more.Free Your Sales Force!For more information visit https://www.saleslook.com/Watch our 3-minute 𝑺𝒂𝒍𝒆𝒔𝒍𝒐𝒐𝒌 demo at https://vimeo.com/948869565𝑻𝒓𝒚 𝒐𝒖𝒓 𝑭𝑹𝑬𝑬 𝟑𝟎-𝒅𝒂𝒚 𝒕𝒓𝒊𝒂𝒍 𝒂𝒏𝒅 𝒔𝒆𝒆 𝒇𝒐𝒓 𝒚𝒐𝒖𝒓𝒔𝒆𝒍𝒇 𝒉𝒐𝒘 𝒆𝒂𝒔𝒚 𝒊𝒕 𝒊𝒔 𝒕𝒐 𝒕𝒓𝒂𝒄𝒌 𝒚𝒐𝒖𝒓 𝒅𝒆𝒂𝒍𝒔 𝒂𝒏𝒅 𝒊𝒎𝒑𝒓𝒐𝒗𝒆 𝒚𝒐𝒖𝒓 𝒔𝒂𝒍𝒆𝒔: https://www.saleslook.com/trial💡 Partner Opportunity: Become a Saleslook Affiliate and earn 20% ONGOING ROYALTY for every customer seat subscription.Learn more about my Sales Training & Coaching programs at www.SalesMentorU.com
2022-01-1331 min
Your Next Big Project Is YOUWinning in the Third Period of Your Life with Scott McLeanScott McLean is a former C-Suite executive and is now coaching entrepreneurs to take their businesses to the next level. He is asking questions of others that he has been asked in his career. And he has some serious perspective.
Imagine being in the epicenter of Wall Street, being at the pinnacle of your business career. Less than 48 hours later your life is permanently altered with the news of losing a loved one. A 2×4 hit across the head to your family. Career and personal growth now dealing with grief at the highest level.
Scott shares h...
2022-01-0344 min
Your Next Big Project Is YOUFrom Charlie Watts to the Chief Culture Officer with Dean ManjurisDean Manjuris has truly lived a life of significance. He rose from the ranks of a Financial Advisor to the C-Suite as the Vice Chairman of one of the leading global wealth management firms.
Dean’s core values of his extraordinary (a word he loves) love for his family, his passion for the investment and the music business will give you a fresh perspective to look at your own passions. Dean continues to drum away with his future by constantly finding ways to help others in need of career and life advice.
His beliefs on we...
2021-12-2038 min
Your Next Big Project Is YOUThe NEW Advisor for Life with Steve GreshamWhen you have been in a position of overseeing 9 million families and over $1.6 trillion in assets, I believe we would agree that someone has some unique perspective.
Few people can look at the wealth management industry from 40,000 feet. Can you see the trends and more importantly, can you challenge and guide advisors on what they need to do to compete at new levels going forward. Steve Gresham, president and founder of The Gresham Company and The Execution Project is in rarified air.
Listen in to Steve’s questions and his perspectives on “the security stool.” Hear w...
2021-12-0638 min
TOUGH TALKS: Conversations on Mental ToughnessTOUGH TALKS - E088 - Your Next Big Project is YOU! with Leo PusateriHow do you most profoundly want to use the rest of your life? That's a big question, isn't it?
Our guest on today's episode of Tough Talks helps folks address it head-on and with unprecedented levels of enthusiasm and passion and service. Leo Pusateri is our guest today. He is the Founder of The Sabbatical Experience. Leo can riff all day on the biggest, most important questions we can be asking ourselves to ensure that leave it all out there, that we show up fully, and leave nothing left in the tank.
His vibe is amaz...
2021-11-1048 minYour Next Big Project Is YOUGetting Off The Selfish Rocket Ship with Bob Daugherty
When you have known someone for 48 years, valued their friendship and brotherhood, and you are still amazed at all the things that Bob is doing to make a difference in the lives of others, this was the place to start our podcast series.Bob actually coined the phrase of being on a “selfish rocket ship” for most of his career. And what a career of climbing the corporate ladder and realizing when enough was enough. Enough in Bob’s giving of his time, talent and treasure was just beginning to takeoff when Bob left the corporate world.Ascend...
2021-11-0234 min
Mental Toughness by Coach PChange is the end result of all true learningEpisode #680 – Year 2 - Quote of the Day: Change is the end result of all true learning. ― Leo Buscaglia
Hi this is Coach P – Jim Pusateri and your listening to the Good Morning minute of Inspiration podcast. Each day we will bring you a short inspirational podcast to kick off your morning and put you in the positive attitude needed to succeed and WIN the DAY!
Start everyday with the Good Morning minute of inspiration Podcast; as we discuss today’s quote of the day and spread some insight on developing a Positive Attitude and the Mental Toughness to succeed in Athletic...
2020-11-1000 min
Becoming Referable PodcastLeo Pusateri on ‘The Game Has Changed’ what’s going on with the coronavirus pandemic and how to act nowLeo Pusateri, President and CEO of Pusateri Consulting and Training, is recognized as one of the leading experts on defining and pricing your value. Leo has travelled around the world to work with senior leadership teams, and financial entrepreneurs to help them discover, articulate and capitalize on their value. He teaches professionals the principles of [...]
The post Leo Pusateri on ‘The Game Has Changed’ what’s going on with the coronavirus pandemic and how to act now appeared first on Becoming Referable.
2020-04-3034 minBecoming Referable PodcastLeo Pusateri on YOU, the AdvisorLeo Pusateri, President and CEO of Pusateri Consulting and Training, is recognized as one of the leading experts on defining and pricing your value. Leo has traveled around the world to work with senior leadership teams and financial entrepreneurs to help them discover, articulate and capitalize on their value. He teaches professionals the principles of [...]
The post Leo Pusateri on YOU, the Advisor appeared first on Becoming Referable.
2019-07-1135 min