Keynotes & Workshops for Financial Advisors & Executive Leaders

Help your audience strengthen client relationships, build a growing practice, and prepare for what comes next. Drawing on more than 25 years of financial services experience as an advisor, branch manager, home office executive, trainer, and coach, Bob David combines engaging stories with practical strategies your audience can put to work. Each presentation is tailored to your audience, your event goals, and the outcomes you want—giving advisors and leaders a game plan for success.

Topics Include:

Old Enough Money: How Longevity and AI Will Change Family Wealth Management

What would another 10 or 20 healthy years mean for your clients—and your practice? Drawing on his forthcoming book, Bob shows how longevity and AI will reshape work, retirement, family wealth, and legacy. Audiences will discover the Seven Capitals of a rich life and consider how advisors can help clients plan for more than financial security. As AI expands access to information, human judgment, trusted relationships, and meaningful conversations become increasingly valuable. This presentation can be tailored for advisor conferences, leadership meetings, and client events.

• The Undaunted Advisor — Drawing on Bob’s book The Undaunted Life, this presentation helps advisors build resilience, regain focus, and turn challenges into a game plan for progress.
• Referral Rich — Practical strategies for strengthening relationships and earning quality introductions, based on Bob’s referral coaching program customized for advisors.
• Niche Marketing — Define your ideal clients, sharpen your value proposition, and build a focused strategy for reaching the people you serve best.
• How to Break Out of a Plateau or Slump — Refocus your priorities, refresh your approach, and build momentum in your practice.
• Next Generation Development — Skills training and coaching to help junior partners and newer advisors build confidence, strengthen client relationships, and contribute to team success.
• Winning Succession — Address the practical and personal challenges of succession while supporting client continuity, the next generation, and a meaningful transition.
• The Undaunted Leader — Strengthen leadership skills, navigate change, and help your people perform at their best.
• Winning at Recruiting — Clarify your firm’s strengths, build relationships with prospective advisors, and develop a focused recruiting game plan.

Workshops

These topics can be delivered as a one-hour breakout session, a quarter-day workshop, or a half-day workshop. Bob works with you to tailor the content, discussion, and practical exercises to your audience’s needs, your objectives, and your available time—so participants leave with clear next steps.