Ideas That Move People Forward.
Bob David brings more than 20 years of speaking, coaching, and leadership experience to audiences ready to think differently about success, performance, and the life they are building.
Every presentation is shaped around your audience and goals. Bob takes time to understand your organization and your people, then combines engaging stories with practical ideas audiences can put to work long after the event.
Whether your audience is preparing for the future, navigating change, strengthening relationships, or growing a business, Bob helps turn inspiration into a game plan for action.
Featured Programs
Old Enough Money: How Longevity and AI Will Change Family Wealth Management
What would another 10 or 20 healthy years make possible? Drawing on his forthcoming book, Old Enough Money: How Longevity and AI Will Change Family Wealth Management, Bob shows how longevity and AI will reshape work, retirement, family wealth, and the way we use our most valuable asset: time.
He introduces the Seven Capitals as a richer way to think about the life those additional years could hold. This presentation can be tailored for financial advisors, wealth management organizations, client events, leaders, and broader audiences.
The Undaunted ______
You fill in the blank. Drawing on The Undaunted Life: How to Succeed No Matter What, Bob shapes this message for leaders, professionals, teams, and other groups. He helps people navigate adversity, regain confidence, and move forward when circumstances change, including the uncertainty many feel about AI.
The Undaunted Leader. The Undaunted Advisor. The Undaunted Team. Bob tailors the stories and practical strategies to the challenges your audience actually faces, helping people take greater control of how they respond and what they do next.
Referral Rich
Organic growth requires the right new client acquisition strategy. Bob’s proprietary Referral Rich program helps financial advisors, wealth management teams, and sales professionals develop and communicate a compelling, differentiated value proposition; earn introductions and referrals; build a natural niche market; and establish a consistent prospecting process. Featured in a full chapter of The Undaunted Life, the program also draws on Bob’s years coaching wealth management teams. He can deliver it as a keynote or workshop, or pair it with one-on-one or team coaching to help participants put the strategy into practice.
What Audiences Say
“I’ve witnessed Bob’s magic first hand. I’ll never forget watching this guy in the audience catch himself in mid-air after beginning to jump over to give Bob a hug following his presentation…”
Bill Nicklin — CEO, Horsesmouth LLC
“Bob David’s session on ‘Leveraging Relationships into Quality Referrals’ received a grade of 4.6 out of 5, which was among the top scores at our recent conference.”
“Extremely effective presentation.”
“30 years in securities and this is the first time I’ve heard this type of approach.”
“One of the best presentations I’ve attended. Great!”
Rob Gannon — Vice President, Private Client Group, SIFMA
Bring Bob to Your Event
Tell Bob about your audience and what you want to accomplish. Speaking packages can include copies of the featured book for attendees, along with coaching, consulting, or both to help participants put the ideas into practice after the event.
