Keynote Speaker

Keynotes for Financial Advisor Audiences

Bob is a 20 + year financial services industry veteran who knows how to deliver timely, insightful, entertaining and energizing presentations to your advisor audience. As a record setting advisor, branch manager, home office executive, trainer and coach, he understands what advisors need to do starting right now to show their true value to clients. A “Master Story Teller” , Bob will inspire your advisors to take immediate action after your event. He can also be a resource in your planning efforts given his rare staging instincts and live event experience . Having a well earned reputation for going the extra mile and meticulous attention to detail, Bob will work with you to customize his message to maximize impact based on your specific audience, goals and overall agenda. His genuine passion and compelling style are sure to leave your demanding audience cheering and saying “wow” as they enthusiastically fill out the evaluation forms and you bask in the afterglow.

Sample Topics

  • The Undaunted Advisor – based on Bob’s highly acclaimed new book “The Undaunted Life
  • Referral Rich – based on Bob’s referral coaching program customized for advisors
  • Wealth Management Team Development – based on Bob’s extensive team coaching experien
  • How to Break Out of a Plateau or Slump
  • How to Become a Home for Retiring Financial Advisors
  • How to Succeed as a New Financial Advisor
  • How to Transition to an Advisory Business Model


Any of the above topics can be delivered as a 1/4 day or 1/2 day workshop for your team. If you have a target group with a specific need, Bob can help drive real change and results. The content can be tailored to meet your objectives and formatted to meet your agenda time frame.

Workshops for Firm Leaders and Mutual Fund Wholesalers are also available upon request.

Related Videos

Bob on Speaking


"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."
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Bob's 4 Minutes™ Blog

Insights and advice from Bob on success, motivation, personal development, professional development, and more.

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