Leo 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 [...]
Tim Welsh is President, CEO and founder of Nexus Strategy, LLC, a leading consulting firm to the wealth management industry. Tim is frequently quoted in the wealth management media on a wide range of business management and industry topics. He is the author of [...]
Chip Munn is the CEO of Signature Wealth Group. After leaving teaching, Chip joined the financial services profession and, since then has gone on to build a wealth management enterprise with 10 advisors and over $1.3 billion under management. In addition to running Signature [...]