| Financial Services Speakers Bureau |
Our Financial Services Speakers Bureau contains excellent speakers for helping to make your conference or event a success! Below is a brief intro for each Speaker. To see a full biography, click the "My Credentials" link for the Speaker.
To contact a Speaker, simply click the "Contact This Speaker" link next on that Speakers Credentials page.
Alternatively, you can use the form at the bottom of this page to email us with your needs and we'll recommend a speaker for you!
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Richard Koreto
Financial Planning Magazine
As executive editor of Financial Planning magazine and Financial-Planning.com, Richard Koreto is supervisor of the most extensive daily financial planning news service in the world, all while continuing to cover the industry with monthly features.
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James Canton, PhD
Institute For Global Futures
Dr. James Canton is a renowned global futurist, social scientist, author, and sought-after business advisor. For the past 25 years, he has been insightfully forecasting the impact of future trends and innovations on business, customers and society.
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Don Peppers
Peppers & Rogers Group
Recognized for over a decade as one of the leading authorities on customer-focused relationship management strategies for business, Don Peppers is an acclaimed author and a founding partner of Peppers & Rogers Group, the world's premier customer-centered management consulting firm.
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Bill Metcalf
TechnoShift, Inc
Bill Metcalf, the Nation’s TechnoMotivator™, helps people discover new ways to use communication technology by overcoming their fears and engaging their creative thinking.
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Kip Gregory
The Gregory Group
Kip Gregory has more that 15 years experience in marketing and senior management in insurance, securities, banking brokerage and direct marketing. With that experience he has developed a unique perspective on how to achieve a competitive advantage in the financial services industry.
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Michael Lovas
About People
MICHAEL LOVAS is the author of five books, three columns, and a thousand articles on Professional Credibility and Psychological Communication in the financial industry. He holds the distinction of creating “Credibility Marketing” in 1991 and being the premier practitioner of Psychological Selling for financial advisors.
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Bill Bachrach
Bachrach & Associates
Bill Bachrach's programs will empower financial professionals by using an 18-year proven process to help them understand a client's true emotional motives, to rapidly gain their trust, and ethically influence their actions.
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Bill Cates
The Referral Coach
Bill Cates delivers high-content keynotes, seminars and full-training programs. He works with financial service professionals who want to attract more high-quality clients and with companies who want to increase sales through a more committed sales force.
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Maribeth Kuzmeski
Red Zone Marketing
Maribeth Kuzmeski is a national keynote speaker, marketing consultant, author and coach. Maribeth's firm, Red Zone Marketing, LLC consults with many Fortune 500 firms on strategic marketing planning and business growth.
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Ken Unger & Tom Gau
Million Dollar Producer's
If you are interested in providing information that will help registered representatives' production take a quantum leap, or if you just want to maximize their efficiency, then plan on having Tom Gau and Ken Unger be a speaker at your next conference or meeting!
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Kerry Johnson, PhD
International Productivity Systems
Kerry L. Johnson, MBA, Ph.D. is a best selling author and speaker who speaks at least 8 times a month ranging from Hong Kong to Halifax, and from New Zealand to New York. Traveling 8,000 miles each week, he speaks on such topics as "How To Read Your Customer's Mind," "Marketing to the Affluent," and "How To Increase Business by 70% in 8 weeks."
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D Shannon
JATL Dynamics
A popular speaker at industry conferences and events, "D" has a gift for cutting to the heart of the matter in a funny, enlightening and empowering way. His personal stories will touch attendees and make them reexamine their own lives.
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Steve Gresham
Phoenix Investment Partners, Ltd
Steve Gresham is the author of the Managed Account Handbook and Attract And Retain the Affluent Investor.
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Debbie Depp
The Fenemore Group
Debbie Depp has helped companies improve their sales productivity for more than two decades. SHe can help you educate, entertain, and inspire your sales team in a highly memorable way.
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Katherine Vessenes, JD, CFP , RFC
Vestment Advisors
Katherine Vessenes is America's best known authority on the legal, ethical and compliance issues facing financial advisors and knows how to keep an audience energized, involved and motivated to take action!
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Ed Slott
E. Slott & Company
Ed Slott was named as “The Best” source for IRA advice by The Wall Street Journal and called “America’s IRA Expert” by Mutual Funds Magazine. He is a nationally recognized IRA distribution expert and a professional speaker.
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James Lange
James Lange, CPA/Attorney, is one of the top IRA, 401(k), and retirement plan distribution experts in the country, with 27-years of hands-on experience.
As a speaker, Jim educates and provides specialized retirement and estate planning seminars for financial professionals and investors throughout the U.S.
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John Huggard
John regularly lectures to professional groups on topics dealing with variable annuities, probate issues, investment taxation and financial planning.
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Nancy Lininger
The Consortium
Go to the top of your career by making the right marketing moves. Avoid taking chances with compliance and stay out of jail. Nancy Lininger conducts Marketing workshops that teaches good compliance and Compliance meetings that shows how to market right.
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Katherine Vessenes, JD, CFP , RFC
Vestment Advisors
Katherine Vessenes is America's best known authority on the legal, ethical and compliance issues facing financial advisors and knows how to keep an audience energized, involved and motivated to take action!
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Ed Slott
E. Slott & Company
Ed Slott was named as “The Best” source for IRA advice by The Wall Street Journal and called “America’s IRA Expert” by Mutual Funds Magazine. He is a nationally recognized IRA distribution expert and a professional speaker.
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Sally Mulhern
Mulhern & Scott
Sally speaks nationally to global financial institutions, universities, charities, trust departments, financial advisors, and professional organizations, and is regularly quoted in the regional and national press.
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Ed Morrow
Financial Planning Consultants
Known as "an advisor to financial advisors," Ed Morrow is a prolific author of three books and more than 400 articles on financial services practice managment.
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Richard Koreto
Financial Planning Magazine
As executive editor of Financial Planning magazine and Financial-Planning.com, Richard Koreto is supervisor of the most extensive daily financial planning news service in the world, all while continuing to cover the industry with monthly features.
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Mitch Anthony
Life Planning
Mitch Anthony is the industry leader in relational skills development. No matter what stage of growth your practice is at, whether you're just starting out or a seasoned veteran, he has developed a program that will help add quality and depth to your practice.
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Mark Tibergien
Moss Adams Advisory Services
Mark Tibergien is a nationally-known advisor, speaker, and workshop leader within the Securities and Insurance Industry, delivering between 50 and 60 presentations to industry conferences each year.
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Jeremy Siegel
The Wharton School
Dr. Siegel is the Russell E. Palmer Professor of Finance at the Wharton School of the University of Pennsylvania. Siegel currently serves as Senior Investment Strategy Advisor of WisdomTree Investments, Inc., consulting the firm on its proprietary stock indexes.
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Marci Rossell
Chief Economist, CNBC
Marci Rossell electrifies audiences nationwide, speaking on the nexus of economics, politics, culture and the media. She takes complex economic issues, often dull in the button-down business press, and makes them relevant to people's lives, families and careers.
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Frank Cappiello
McCullough, Andrews & Cappiello Inc.
Frank Cappiello is best known to television viewers as a regular panelist of the PBS television series Wall $treet Week With Louis Rukeyser. This nationally telecasted program was shown weekly on 250 stations with a viewing audience of nearly 3 million people.
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John Stoessinger PhD
Political Analyst
Dr. John G. Stoessinger is an internationally-recognized political analyst and prize-winning author of ten leading books on world politics. Today, whether sharing his personal experiences, talking about the global economy, the future of the US, or investing, his intriguing, moving, and relevant presentations are constant crowd pleasers.
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Don Trone
fi360
Don Trone is the CEO of Fiduciary360, which coordinates the resources of the Foundation for Fiduciary Studies. In 2005, Don was selected to the prestigious IA25, the listing of the twenty-five most influential people in the investment advisory industry.
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Daniel Burrus
Burrus Research Associates, Inc
Burrus became the first futurist to accurately identify the twenty technology categories that would drive two decades of revolutionary change. He has established a worldwide reputation for his exceptional record of predicting the future of technological change and its direct impact on the business world.
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James Canton, PhD
Institute For Global Futures
Dr. James Canton is a renowned global futurist, social scientist, author, and sought-after business advisor. For the past 25 years, he has been insightfully forecasting the impact of future trends and innovations on business, customers and society.
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Charlie Bross
HRcertification.com
HRcertification.com provides online Training & Certification Programs for COBRA, HIPAA, FMLA, OSHA, and other regulatory areas with Federally-mandated compliance requirements.
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John Huggard
John regularly lectures to professional groups on topics dealing with variable annuities, probate issues, investment taxation and financial planning.
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Ben Baldwin
Baldwin Financial
Ben is involved in financial education, consulting, and planning for corporate and individual clients and is frequently quoted in major financial publications, including The Wall Street Journal, Kiplinger's Personal Finance Magazine, Fortune, Money Magazine, Business Week, and Financial Planning Magazine.
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Karen Henderson
Owner, How To Care
Karen is now a well-known and respected educator, speaker, writer, publisher, media commentator and consultant in the field of long term care for the elderly who has spoken across Canada and in the U.S.
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Bobb Meckenstock
President, The Meckenstock Group
A highly successful financial planner since 1978, Bob Meckenstock shares with attendees his secrets of success. His presentation "Wealth Accumulation Strategies," is a popular topic with today's financial professional.
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Hank Moore
Futurist, Corporate Strategist
Hank Moore is that rare 1 out of 100,000 senior business advisors, a Big Picture strategist, with original, cutting-edge ideas for creating, implementing and sustaining corporate growth throughout every sector of the organization.
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Marshall Goldsmith
Owner, Marshall Goldsmith Partners, LLC
Marshall Goldsmith, PhD is one of the world's foremost authorities in helping leaders achieve positive, measurable change in behavior: for themselves, their people and their teams.
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Robert Miles
Owner, Robert P. Miles
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Jim Ware
The Focus Consulting Group
Jim Ware brings a unique "whole-brained" perspective to the world of finance. His credentials include Wall Street analyst, MBA from University of Chicago, Chartered Financial Analyst designation, and 20 years researching and managing portfolios for Fortune 500 companies.
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David Drucker
Drucker Knowledge Systems
David J. Drucker has more than 25 years of experience in the financial services industry. David is a member of the Financial Planning Association and the National Association of Personal Financial Advisors (NAPFA).
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Joe Lukacs
International Performance Group
Joe specializes in working with financial advisors in such areas as, profitable business growth, business planning, business relationships, client development, client retention, goal setting, motivation, and communication.
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Derrick Kinney
Palladium Consulting Inc.
Derrick has been hailed as a "marketing guru" by Investment Advisor Magazine and is interviewed regularly in national media including The Wall Street Journal, Forbes, Newsweek, Smart Money, Entrepreneur, Financial Advisor, CBS Marketwatch, Bloomberg Television and numerous newspapers across the country.
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Duncan MacPherson
Pareto Systems
As co-founder and co-CEO of Pareto Systems, an industry leading business development firm and ASP (Application Service Provider) dedicated to the elite professionals and companies within the financial services sector, Duncan and his team of consultants are in constant demand for speaking engagements.
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Ira Blumenthal
President, Co-Opportunities, Inc.
Considered a business "Renaissance man," Ira Blumenthal is a high-content speaker who delivers more than 100 keynotes around the world annually on topics such as strategic alliances, branding, change and the DNA of success.
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Jim Ruta
Expert Institute
Jim Ruta is a leading expert on business development strategies for financial advisors. He offers a variety of keynotes, presentations and workshops on his "Expert Institute" theme for advisors. These programs can be customized to suit your group's specific needs.
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Ed Morrow
Financial Planning Consultants
Known as "an advisor to financial advisors," Ed Morrow is a prolific author of three books and more than 400 articles on financial services practice managment.
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Richard Koreto
Financial Planning Magazine
As executive editor of Financial Planning magazine and Financial-Planning.com, Richard Koreto is supervisor of the most extensive daily financial planning news service in the world, all while continuing to cover the industry with monthly features.
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Peter Montoya
Millennium Advertising
As founder and president of Millennium Advertising, Peter has electrified the world of financial services with his revolutionary ideas on Personal Marketing.
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Maribeth Kuzmeski
Red Zone Marketing
Maribeth Kuzmeski is a national keynote speaker, marketing consultant, author and coach. Maribeth's firm, Red Zone Marketing, LLC consults with many Fortune 500 firms on strategic marketing planning and business growth.
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