Home » Speaker by Topic » Practice Management    PATTI BRANCO Click here for more information. AUTHOR OF: • The Advisors Almanac • Real World Leadership Strategies That Work • The Path to Million Dollar Production Often described as spirited, smart, funny, enthusiastic and dynamic, Patti Branco possesses vast experience and broad knowledge of bank, credit union and major wirehouse brokerage programs. Formerly an investment program manager responsible for seventy license representatives, support staff, P&L, sales, marketing, training, compliance, M & A and conversion activities, strategic planning and business development, she left the security of the corporate world to become a securities industry consultant. Patti uses humor and stories to create memorable presentations. As an effective trainer and dynamic speaker she provides the progressive financial services industry the opportunity to learn from her vast experience and successes, whether seeking to increase revenues or needing assistance in the problem-solving mode. Patti has a reputation that prevails due to her respected personal core values, broad based knowledge of the business, and her roll up your sleeves enthusiasm. TOPICS: • Do It! As If Your Life Depended Upon It! • Life is a Game to be Played, Not a battle to Be Won • Speak Fearlessly with Confidence • Do You Inspire Followers or Command Obediance? (Leadership Vs. Management) • You CAN Be Whoever You Want to Be! • Discovering What Matters (character, Integrity and Values) • Making Sales: What, Why and How! • Success: Your Choice, Your Vision • Building Teams, the America Way! • To Build a World Class Investment Program • Thriving, Surviving and Making Money in Today's Market • Leading Your Financial Advisors to the Top • Sales, Service Equal Profit for Banks • The 'Whole Broker' Must have These Five Attributes • The Complete Financial Services Manager • Financial Services; A Winning Formula for Sales Through Scripts • Selling Investment in Your Bank or Credit Union • Fast Track to Success for New Financial Advisors • Don't Send Your Investment Business Down the Street • Fastrack to Sales Success for Investment Reps • Developing Leadership that Starts in the Heart • Building Dynamic Teams • Build a World Class Investment Program in a Financial Institution • Everyone Has a Book Inside: How to Write Yours in 3 Months! • 5 Steps to Reinventing Yourself at Retirement of Sooner • Leadership, Motivation and Balance • Ladies Take Off Those Pantsuits, It's OK to Be A Gal! CLIENT QUOTES: "Patti Branco is vivacious, dynamic and loaded with energy, PLUS she knows what it takes to be successful as a broker. All those things go together to make her one heck of a trainer." --Walt Scherff, Director of Program Development, Top Producer, Inc. "Patti is one of the most experienced and enthusiastic sales professionals in financial services. She understands the practicalities of making a business successful and is insightful about people and what makes them tick." --Carol Thomas, President, CT Consultants "Patti is a doer with real ethics - not an easy combination to find. She is great at thinking out of the box since she never acknowledged the box in the first place. Her grasp of our business, combined with her unique brand of passion delivers premium results every time." --Scott Stathis, CEO, E-Lancers.com "There needs to be more people in this world like you. Your energy and enthusiasm are contagious!" Richard Guntrum, Managing Director, Nationwide Insurance/OptiSource "Pattis experience and accomplishments have earned her the reputation of getting the job done, utilizing her specialized knowledge through a practical, honest, straight forward approach. Her professional skills coupled with her integrity assure her clients the results anticipated." Roger Duerr, President & CEO, Duerr Financial Services "Six mill in assets and leading the office in new assets this month! I have hired a Sales Coach, Patti Branco, who has at times worked with your offices at Morgan Stanley in the N.Y. WTC, training your rookies. She is not only wonderful, but has clearly saved my proverbial bacon many times by keeping me focused as well as being an excellent counsel regarding client-firm-FA relationships. Her history as an FA, regional & branch manager, and member of NASD arbitration panels have all added to the wealth of advice and substance of consultation. She has been able to help keep my head where it needs to be in this process." Dr. Paul B , UBS Paine Webber "Patti is one of the most experienced and enthusiastic professionals in financial services. She understands the practicalities of making a business successful and is insightful about what makes people tick." Carol Thomas, President, CT Consultants PARTIAL CLIENT LIST: Cal Fed Bank Cal Fed Investments California Credit Union League California Insurance and Financial Assoc. CUSO Financial Services HD Vest Horsesmouth Jack Cramer and Associates Union Bank of CA MoneyStar Financial Network Morgan Stanley Dean Witter NASD North Island CU PrimeVest Financial Services Roberts and Associates Union Bank of California TOPIC DESCRIPTIONS: Don't Send Your Business Down the Street! A compelling talk that creates awareness of market share, the importance of 'owning' the client relationship, and how to increase your bottom line. Fastrack to Sales Success for Investment Reps Seven steps to the best practices across all channels-interactive-includes ethics, personal and professional growth strategies. Developing Leadership that Starts in the Heart Based on Patti's featured chapter in the newest book on Leadership, Real World Leadership Strategies that Work-this talk emphasizes the importance of strong management skills, covers HR, ethics and developing a winning team that works together. Building Dynamic Teams For the independent office or for successful brokers ready to expand, for an office that needs some guidance on working as an effective team, this presentation covers partnership, junior/senior arrangements and how to build full financial service teams and how to split the pie. Build a World Class Investment Program in a Financial Institution A-Z advice and best practices on the specific steps needed to have a successful and profitable investment program in a financial institution. Covers full service, platform programs and hybrid. Great presentation for a on overview of the business. Everyone Has a Book Inside: How to Write Yours in 3 Months! Content rich and specific, steps and methods to get your book written, how to research and publish, how to stir the creative juices! 5 Steps to Reinventing Yourself at Retirement of Sooner This light-hearted presentation gives step by step instructions on changing careers, life or just about anything you would like to change! The premise is the ability to do, be or have anything you want! Approached with a project management perspective. Leadership, Motivation and Balance Managing sales reps to the best potential, specific steps and real world examples for sales managers. Ladies Take Off Those Pantsuits, It's OK to Be A Gal! Fun, inspirational and a real world lesson about working in a mans world! Feminine Leadership, intuition and the absence of entitlements! TRAVELS FROM: Texas FEE CATEGORY: B ($5.5-10k)         « Previous | Next »

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