Financial Speakers

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Speaker by Name

Home » Speaker by Fee Category » A= $5k or less

	JONATHAN BARNETT	Details
	Jonathan Barnett knows of what he speaks. Starting in the financial services industry in 1973, he soon proved himself by placing in the top 10% of financial advisors in a major wirehouse, eventually becoming regional director. TRAVELS FROM: New York FEE CATEGORY: A ($5k or Less)


	MICHAEL BECK	Details
	Michael Beck is president and founder of Exceptional Leadership, Inc. Michaels background enables him to help leaders broaden their strategic thinking, adopt new perspectives, and create a stronger executive presence. His industry expertise includes construction, international development, restaurant, franchising, legal, and insurance. TRAVELS FROM: Oregon FEE CATEGORY: A ($5k or less)


	BRAVE NEW WORKSHOP	Details
	Let the Brave New Workshop's corporate entertainment professionals make your next event memorable and FUN! Their custom-researched and written comedy reinforces and celebrates your corporate message. For over 40 years, Brave New Workshop's world-renown improvisation has educated and delighted corporate audiences around the globe. TRAVELS FROM: Minnesota FEE CATEGORY: B ($5.5-10k)


	MICHAEL BRIZZ	Details
	Michael Brizz, CMC, CSP is the developer of the Referral Mastery System, which is creating a huge impact for financial advisors across the industry. The typical performance gain for advisors who implement the Referral Mastery System is a net gain of $15 - 40 Million in new assets from referrals within 24 months. TRAVELS FROM: Ohio FEE CATEGORY: A ($5k or less)


	MARCIE CALLAN	Details
	Marcie Callan is a marketing specialist has significant experience in marketing for accounting, insurance and professional services firms. She provides the tools and counsel needed by large and small services-related businesses that will allow them to significantly increase their bottom line by driving customers to their businesses. TRAVELS FROM: Pennsylvania FEE CATEGORY: A ($5k or less)


	STEFF CHALK	Details
	Steff C. Chalk is founder and president of CHALK 401(k) Advisory Board, Inc. Since 1995 CHALK 401(k) Advisory Board has served in a fiduciary capacity to over $10 billion of retirement plan assets. Mr. Chalk has over 25 years experience in the financial industry and has also served as consultant to a global consultancy and Fortune 500 Companies. TRAVELS FROM: Ohio FEE CATEGORY: A ($5k or less)


	CHUCK COTE'	Details
	Chuck Cote' is a professional speaker, author and business advisor who inspires people to expect the best and take responsibility for getting it! Chuck rekindles passion and dedication - both personally and professionally - with his enthusiasm, insights and proven strategies for succeeding in today's world. People who work with him or attend one of his presentations are more focused, more passionate, more effective, and more committed. TRAVELS FROM: Michigan FEE CATEGORY: A ($5k or less)


	ROBERT DEDERICK	Details
	Robert G. Dederick is Economic Consultant to The Northern Trust Company, Chicago, where he previously was Executive Vice President and Chief Economist. Mr. Dederick served in the first Reagan Administration as Under Secretary of Commerce for Economic Affairs. TRAVELS FROM: Illinois FEE CATEGORY: A ($5k or less)


	STEVE DROZDECK	Details
	Since 1974, Steven Drozdeck has researched the top producers in the financial services industry, identified their unique characteristics, and trained over 50,000 professionals in consultative sales and management strategies. His talks are a blend of pragmatic sales ideas, advanced communications techniques, and motivating, fun-filled demonstrations. TRAVELS FROM: Utah FEE CATEGORY: A ($5k or less)


	DAVID DRUCKER	Details
	David J. Drucker has more than 25 years of experience in the financial services industry. He is the co-author of The One Thing... You Need to Do As Told by the Financial Advisory Industry's Top Coaches, Consultants and Visionaries. David helps advisors prepare their practices for succession, including helping them identify and negotiate with potential, well-matched merger/acquisition candidates and showing them how to use strategic technology to improve the profitability of their pre- or post-succession entity. TRAVELS FROM: New Mexico FEE CATEGORY: A ($5k or less)


	MICHAEL DUKE	Details
	Michael Duke has led a remarkably diversified life. He has been in the ministry, sales, corporate management and most recently an entrepreneur and author. Michael is not only a gifted coach; he truly understands people, which is why Michael is so successful at getting to the heart of so many issues. TRAVELS FROM: Kentucky FEE CATEGORY: A ($5k or less)


	MARK EATON	Details
	Tens of thousands of people have had their lives transformed through hearing Mark Eaton's astounding story of triumph and record-breaking success. Mark is a business and motivational speaker who shares with organizations and audiences nationwide how he went from a 7'4" twenty-one year old mechanic who couldn't play basketball to a twelve-year career as an NBA All Star with the Utah Jazz. TRAVELS FROM: Utah FEE CATEGORY: A ($5k or less)


	SUSAN FLETCHER	Details
	Susan Fletcher, Ph.D., a practicing psychologist, is a recognized expert in the areas of productivity, performance and leadership development. Appearing frequently as an expert in television and print media, Susan's Smart Zone techniques have been the basis of presentations across the country and can be applied to a variety of topics to arm people with the skills to meet today's home and workplace challenges. TRAVELS FROM: Texas FEE CATEGORY: A ($5k or less)


	JEFF FRANZ	Details
	Jeff Franz shows financial professionals how to reduce marketing costs while increasing revenues through seminar selling. He specializes in providing training, consulting and coaching services for the financial professional. Jeff has designed and delivered comprehensive training programs on seminar and worksite selling for more than 2,500 financial professionals and has delivered presentations on the financial seminar industry to over 5000 financial professionals. TRAVELS FROM: Arizona FEE CATEGORY: A ($5k or less)


	KATHRYN GARNETT	Details
	Kathryn Garnett has developed and presented seminars and workshops throughout the United States and Canada on all aspects of Life and Retirement Planning. Her workshops encompass the many facets of planning for a rich future - from financial, lifestyle and spiritual standpoints. TRAVELS FROM: Washington FEE CATEGORY: A ($5k or less)


	DAVID GOLDMAN	Details
	David Goldman is one of the most unique and original speaker/entertainers in America. He is the creator, producer and voice of The Laughing Stockbroker Show at ABCNews.com, one of the world's leading providers of financial information on the worldwide web. His insights into preparing for your financial future, gleaned from years of experience as a stockbroker and financial consultant, and as an executive with The Sharper Image and Danskin, have improved the financial lives of thousands of people and companies thoughout the country. TRAVELS FROM: Minnesota FEE CATEGORY: A ($5k or less)


	DENNIS HABER	Details
	Dennis Haber is one of the leading originators of reverse mortgages in the State of New York. He is an attorney, Certified Senior Advisor (CSA) and Executive Vice President of Senior Funding Group in Hicksville, NY. His book, Piggy Bank Your Home For A Better Today & Tomorrow makes reverse mortgages easy to understand TRAVELS FROM: New York FEE CATEGORY: A ($5,000 or less)


	LEITA HART-FANTA	Details
	Leita Hart-Fanta makes finance and auditing fun and easy. She converts the complex topics of accounting, finance, auditing, and strategic planning into information that professionals can absorb and use. TRAVELS FROM: Texas FEE CATEGORY: A ($5k or less)


	KAREN HENDERSON	Details
	As the result of a challenging 14 - year dementia care experience, Karen Henderson founded the Long Term Care Planning Network in 2008, now Canada’s leading on and off-line resource centre for aging and long term care. Her extensive seminar series, web sites, newsletters, video series and print materials are internationally recognized as key aging, elder and long term care educational and resource tools. TRAVELS FROM: Ontario, Canada FEE CATEGORY: A ($5k or less)


	ANGIE HOLLERICH	Details
	Training in corporations and presenting at conferences, Angie Hollerich's down-to-earth style immediately engages her audiences and totally energizes them with her fun, interactive presentations and programs. Angie has taken her life experiences, “good and bad”, and developed thought-provoking programs that allow the participant to recognize their ability to overcome any obstacle that gets in their way. TRAVELS FROM: Ohio FEE CATEGORY: A ($5,000 or less)


	MIKE JAFFE	Details
	Mike Jaffe is an inspirational and motivational speaker, seminar leader, and corporate retreat facilitator who masterfully relates to a wide variety of groups using the power of humor, storytelling and insightful content to touch the hearts and minds of his audiences, spurring them into empowered action. A 9/11 survivor who has transformed his own life, Mike serves as a Human WakeUp Callô, using his own brush with tragedy as a message of self-discovery and empowerment. He is also a coach, consultant, published writer, and successful entrepreneur. TRAVELS FROM: New York FEE CATEGORY: A ($5k or less)


	MEAGAN JOHNSON	Details
	In 1998 Meagan Johnson was already an experienced professional speaker and trainer, delivering seminars across North America. A Gen-Xer herself, Meagan began to hear a consistent complaint among her clients about the wide GAP between the Baby-Boomer/Traditional Generation bosses, and the Generation-X and New Millennium Generation employees coming into the workforce. TRAVELS FROM: Arizona FEE CATEGORY: A ($5,000 or less)


	HARRY K. JONES	Details
	A straight-forward, "tell-it-like-it-is" approach to current issues coupled with more than 30 years of management and leadership experience makes Harry K. Jones a dynamic and much sought-after professional speaker. As a keynote speaker and seminar speaker, Harry has been aptly described as "motivational," "keenly insightful," "down-to-earth" and "profoundly humorous." TRAVELS FROM: Michigan FEE CATEGORY: A ($5k or less)


	SANFORD KAHN	Details
	Sanford Kahn has been an economic/business author and speaker for 30 years. He was also the host and producer of the popular Times Mirror cable vision program “Ask the Economist”. He has authored many articles dealing with the impact of future economic trends on both individuals and businesses. TRAVELS FROM: California FEE CATEGORY: A ($5k or less)


	CARRIE KELLEHER-ARDELEAN	Details
	Carrie Kelleher Ardelean is currently President and CEO of Kelleher & Associates. K&A is a professional services and consulting firm specializing in non-profit operations and campaign management. Carrie's experiences included the following: Candidate for U.S. Congress, Economic Researcher for the Federal Reserve Bank, Program Director for the Richard B. Johnson Center for Economic Study at Southern Methodist University, Executive Director of the nation's largest taxpayer advocacy organization and Political Consultant to local and national campaigns for issue advocacy and candidacy. TRAVELS FROM: Texas FEE CATEGORY: A ($5k or less)


	FRANK KING	Details
	You can re-tell his jokes at the water cooler and not be sued for sexual harassment or be forced to take diversity training. Proving time and again that funny doesn’t have to be blue. Wanna laugh? Book Certified Speaking Professional, Frank King. His corporate comedy is clean, clever, and customized to your group, industry, and/or event. TRAVELS FROM: Washington FEE CATEGORY: A ($5k or less)


	MICHAEL KITCES	Details
	Michael E. Kitces, MSFS, MTAX, CFP®, CLU, CHFC, RHU, REBC, CASL, CWPP™is director of financial planning for Pinnacle Advisory Group, a private wealth management firm located in Columbia, Maryland that oversees more than $500 million of client assets. He is an active writer and editor and has been featured in publications including Financial Planning, Journal of Financial Planning, Journal of Retirement Planning, Practical Tax Strategies, Leimberg Information Services, as well as The Wall Street Journal, Businessweek, CNBC Powerlunch, NBC Nightly News, and more. TRAVELS FROM: Maryland FEE CATEGORY: A ($5k or less)


	RICHARD KORETO	Details
	Richard Koreto is editor-in-chief of Wealth Manager magazine and author of Run It Like a Business: Top Financial Planners Weigh In on Practice Management. For his work on the financial-planning.com website he won the Gold Award from the American Society of Business Publication Editors. TRAVELS FROM: New York FEE CATEGORY: A ($5k or less)


	ROBERT LAURA	Details
	Robert Laura's presentations are ideal for every age group, from high school and college students, to Middle Americans looking for financial motivation, and pre-retirees to current retirees. TRAVELS FROM: Michigan FEE CATEGORY: A ($5k or less)


	MICHAEL LOVAS	Details
	Michael Lovas is the “Father of Credibility Marketing.” He’s also the author of eight books, three columns, and a thousand articles on Professional Credibility and Psychological Selling in the financial industry. He hosts two online radio shows and is a powerful, inspiring speaker. TRAVELS FROM: Washington FEE CATEGORY: A ($5k or less)


	JULIAN LOWENTHAL	Details
	Julian Lowenthal is author of Survival Skills in Financial Services Strategies for Turbulent Times, a book that examines the impact of industry change forces on financial services professionals and provides key tools and techniques to help people working in or selling to the industry improve their effectiveness. TRAVELS FROM: Connecticut FEE CATEGORY: A ($5k or less)


	GEORGE LUDWIG	Details
	George Ludwig developed his 'Power Selling Process' and the 'Double Your Income Power Seminars' after 20 years of researching the most successful sales strategies in the world. He walked the tough walk of the salesman. He observed the best of the best of the best in action. He prospered. And he made a commitment to share his insights with others. TRAVELS FROM: Illinois FEE CATEGORY: A ($5k or less)


	JOE LUKACS	Details
	In 1994, Joseph founded International Performance Group Inc, an international professional coaching company. Joseph 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. TRAVELS FROM: FEE CATEGORY:


	BURT MEISEL	Details
	Burt Meisel shows insurance agents how to use the information they already know in the most profitable fashion. His informative topics range from how to conduct a meeting to understanding how to sell clients by dissecting the information to an ultimate simplicity. TRAVELS FROM: Michigan FEE CATEGORY: A ($5k or less)


	BILL MELLBERG	Details
	Bill Mellberg is a political humorist, presidential impersonator, speaker, entertainer, motivator and more. He is also a widely read aerospace writer and historian, as well as a former jetliner salesman. TRAVELS FROM: Illinois FEE CATEGORY: A ($5k or less)


	ROBERT MILES	Details
	Robert P. Miles is an internationally acclaimed keynote presenter, author and distinguished authority on Warren Buffett and Berkshire Hathaway. TRAVELS FROM: Florida FEE CATEGORY: A ($5k or less)


	SATYA MITRA	Details
	Dr. Satya B. Mitra motivates audiences to become the best they can in their personal and professional lives. His own success story of migrating from India to the USA, and transitioning from a career in science to become a successful financial advisor is inspiring. Satya’s real-life presentation style motivates audiences to obtain the unobtainable. TRAVELS FROM: Massachusetts FEE CATEGORY: A ($5k or less)


	ED MORROW	Details
	An international speaker and consultant, Ed Morrow most recently spoke to 4,000 financial advisors in China. His firm, Financial Planning Consultants, has been providing marketing and practice management assistance to financial advisors since 1969. TRAVELS FROM: Ohio FEE CATEGORY: B ($5.5-10k)


	JOSH PATRICK	Details
	Josh Patrick specializes in working with closely held business owners on a variety of concentrated issues that are unique to owners of private firms. Josh is experienced in risk assessment, cash flow planning, investment planning, retirement plan design, estate planning, succession planning and family business strategies-all for the benefit of the private business owner. TRAVELS FROM: Vermont FEE CATEGORY: A ($5k or less)


	RUSS PEAK	Details
	Russ Peak is a nationally recognized entertainer and speaker who knows how to take your audience beyond the limits of their imagination. He does this with interactive performances of extraordinary mental feats, mind-boggling magic, incredible demonstrations of hypnosis, and a high-energy motivational message that is all blended together with side-splitting dose of comedy! TRAVELS FROM: California FEE CATEGORY: A ($5k or less)


	KAREN PURVES	Details
	Karen Purves uses improv skills to create interactive, customized programs based on audience voting during the program. The destination is set by the meeting planner; the attendees choose the route! Want your meeting attendees to say “I didn’t want the session to end”? Does your audience think they’ve seen and heard it all? Want a fun program worth their time and attention? TRAVELS FROM: Nevada FEE CATEGORY: A ($5k and less)


	LOYD RAWLS	Details
	Loyd H. Rawls is one of the nation’s leading succession planners. Since 1973, Mr. Rawls and his associates have provided business succession services for the owners and key executives of closely held, capital-intensive family businesses throughout the country. Loyd is a frequently requested speaker by local, state and national organizations. TRAVELS FROM: Florida FEE CATEGORY: A ($5k or less)


	STEVE ROBICHAUX	Details
	Steve Robichaux is a versatile consultant that specializes in organizational development, human resource management and management training, as well as jury consultation and focus groups. He can provide his clients with a variety of on-site consulting and training experiences. TRAVELS FROM: Louisiana FEE CATEGORY: A ($5k or less)


	ROSEMARIE ROSSETTI	Details
	Rosemarie Rossetti, Ph.D. is a powerful, internationally known speaker, trainer, consultant, writer, and publisher who walks her talk. On June 13, 1998 Rosemarie's life was transformed when a 3 1/2 ton tree came crushing down on her. Her life was changed in that instant! Paralyzed from the waist down with a spinal cord injury, Rosemarie looked deep within herself and found new strength and new resolve. In her keynote speeches, she shares the lessons she has learned since that fateful day. TRAVELS FROM: Ohio FEE CATEGORY: A ($5k or less)


	BRYCE SANDERS	Details
	Bryce Sanders, President of Perceptive Business Solutions Inc. is a national speaker for the financial services industry on High Net Worth client acquisition. During 2005 he delivered over 90 seminars at the local or regional levels. TRAVELS FROM: Pennsylvania FEE CATEGORY: A ($5k or less)


	DEBRA SCHMIDT	Details
	Debra J. Schmidtis known as “The Loyalty Leader®.” She helps companies boost profits by leading the way to greater customer, employee and brand loyalty. TRAVELS FROM: FEE CATEGORY:


	DON SILVER	Details
	Don Silver is a personal finance columnist, writer, editor and the author of eight highly praised books. As a regular ongoing columnist on Quicken.com's Retirement Channel and Mircrosoft's MoneyInsider, Silver wrote about important personal finance and retirement topics with a wry sense of humor. TRAVELS FROM: California FEE CATEGORY: A ($5k or less)


	WILLIAM STAATS	Details
	Dr. William F. Staats is a member of the faculty at the Graduate School of Banking at LSU. He is also a member of the faculty of the LSU Executive Program, and he serves on the faculty of several state banking schools as well as the American Bankers Association Graduate School of Compliance Management. Dr. Staats is a director of the Farm Credit Bank of Texas, a $9.1 billion agricultural lending network. TRAVELS FROM: Louisiana FEE CATEGORY: A ($5k or less)


	ROBERT STRONG	Details
	Robert Strong has been captivating audiences since 1985 with amazing magic, breathtaking juggling and outrageous comedy. He now tours internationally, not only as a successful entertainer, but also as a director. He coaches variety artists and corporate executives on how to improve their "performance skills". TRAVELS FROM: California FEE CATEGORY: A ($5k or less)


	RON SURZ	Details
	With more than 30 years experience in the investment industry, Ron Surz's original research has been published in numerous professional journals such as Journal of Investing, The Journal of Portfolio Management, The Financial Analysts Journal, and The Journal of Performance Measurement. Ron is the leading authority in performance analytics , especially performance attribution. Ron receives standing ovations, consistently high marks and is occasionally hoisted upon the shoulders of his peers and devout followers. TRAVELS FROM: California FEE CATEGORY: A ($5k or less)


	DON TRONE	Details
	Don Trone is the CEO of Fiduciary360, which coordinates the resources of the Foundation for Fiduciary Studies; the Center for Fiduciary Studies, which operates in association with the University of Pittsburghs Katz Graduate School of Business; and, Fiduciary Analytics which develops web-based tools to support the decision making process of investment fiduciaries. TRAVELS FROM: Pennsylvania FEE CATEGORY: A ($5k or less)


	MARC WAGNER	Details
	Marc Wagner is the most dynamic numbers man to grace any stage. A Certified Public Accountant and a Certificated Financial Planner with more than $48 million in assets under management, Marc knows that numbers only give context; success comes from drawing out the values and dreams of the clients…and he can help your advisors do the same. TRAVELS FROM: Pennsylvania FEE CATEGORY: A ($5k or less)


	RICK WEMMERS	Details
	Rick Wemmers is a 26-year business development veteran and nationally recognized expert in helping banks see and capture new opportunites for sales and profits. With an extensive and varied banking background, Rick provides memorable, real world, experiences in the use of business development tools and tactics. TRAVELS FROM: Georgia FEE CATEGORY: A ($5k or less)

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Steve Gilliland Leadership	Barbara Hemphill Time Management

Dr. Kerry Johnson Selling to the Affluent	Roger Selbert Economist

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HOT FINANCIAL SPEAKERS FOR 2007

Joining Our Line-up of Speakers

Michael Broome - Leadership expert, his topic Be a People Power Person!: Leadership, Service, and Teamwork is a sure winner with any crowd.

Marcie Callan - Marketing specialist and creator of the "Do It Yourself" Marketing audio program.

Kevin Carroll - Professional speaker, trainer and facilitator. His passion is helping his clients think creatively and communicate persuasively.

Robert Cialdini - His book, Influence: Science and Practice, has sold more than 1 million copies and been published in 20 languages.

Dr. Bill Conerly - The consultant who connects the dots between the economy and business decisions.

Yossi Ghinsberg - Motivational speaker and author of Heart of the Amazon.

John Huggard - Author of Investing With Variable Annuities.

Robert Krumroy - The creator and CEO of E-Relationship, the patented financial industry connection tool for clients and prospects.

New Books, New Topics

Joe Calloway - New book entitled Work Like You're Showing Off.

Steve Gresham - New book entitled Advisor for Life

Ron Carson & Steve Sanduski. Co-author's of recently released book, Avalanche.

Barry Asmus. Author of Bulls Don't Blush, Bears Don't Die.Jeff Thredgold. The author of econAmerica: Why the American Economy is Alive and Well.

Azim Jamal - Author of The Power of Giving. Presentation topic: Unleash Your Potential the Corporate Sufi Way.

Stan Hustad - Author of You Make the Difference. Presentation topic: Marketing YOU and Yourself.

Bob Harrer - Author of The San Andreas is Not My Fault. Presentation topic: Networking without a Net.

Dennis Haber - Presentation topic: Understanding the Power of Reverse Mortgages.

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