Keynote Presenter

Steve’s entertaining style engages clients like few others can. By tapping into his experiences as a National Football League coach, a consultant for Bill Gates and Microsoft, working with Apple, and coaching over 1,400 advisory teams, he is able to take complex concepts and make them both real and understandable. His passion for helping people discover what they can and should become compels him to present in a way that encourages attendees to take action.

Topics include:

  • Ineffective Habits of Financial Advisors
  • Outside-In Planning – Putting the Client First
  • The WOW Wealth Management Review
  • Building a High-performance Team
  • Coaching the Team

Steve has presented at numerous major conferences including:

  • Schwab Institutional
  • Fidelity Investments
  • Northwestern Mutual
  • Microsoft
  • Russell Investment

The cost of Steve’s keynote speeches is $10,000 U.S. plus reasonable travel expenses.

Take Action: If you are interested in finding out more about Steve’s speeches, please email him using the form below, and he will answer your questions.

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