Financial Services - Nationwide Speakers Bureau
Nationwide SpeakersFinancial Services
- Adriane Berg
Adriane G. Berg is one of the most professionally credentialed educators on radio, television and at the podium. Her humor and humanity are what the public relates to most deeply.... - Barton Biggs
Strategy in times of economic uncertainty
Barton Biggs is a legendary figure in the investment management community. In 1965, he created Fairfield Partners, one of the first established hedge funds, and managed the company for eight... - Fred Brock
New York Times Retirement Columnist
Fred Brock holds the R.M. Seaton Professional Journalism Chair at Kansas State University’s A.Q. Miller School of Journalism and Mass Communications. For more than a decade he was a business... - Scott Burrows
Entrepreneur
Scott has used his powerful success formula - Vision, Mindset and Grit - during his entire life to maximize untapped potential, excel and surpass the competition. He played college football...
Top Sales Producer
Murder-Ball Athlete - Bill Cates
“America’s Referral Coach”
Bill Cates is the author of the popular books Unlimited Referrals and Get More Referrals Now!, as well as the president of Referral Coach International. Bill is considered the nation's... - Jean Chatzky
Personal Financial Expert, NBC’s Today and The Oprah Winfrey Show
Jean Chatzky gives common-sense advice on personal finance strategy and practical tactics for everything from debt reduction to investment, clarifying the confusion surrounding money management. Savvy Finances from A to...- Natalie Choate
Distinguished Estate Planning Expert
Natalie Choate is an attorney with the Boston law firm of Bingham McCutchen. Her practice is limited to estate planning for retirement benefits. Her two books, Life and Death Planning...- Dr. Robert Cialdini
Social Psychologist and Expert in the Science of Influence
Today, in this field, Dr. Cialdini is the most-cited living Social Psychologist in the world. Additionally, he has a reputation as the seminal expert in the science of influence. Dr....- Don Connelly
mastering the three basic building blocks of your business – prospecting, closing, and getting referrals.
Don Connelly, perhaps the nation's most successful advisor to the retail brokerage industry, has long been a powerful beacon of wisdom to investors and financial services professionals. His career on...- James Cramer
Host of CNBC’s Mad Money
Jim Cramer believes that there is always a bull market somewhere and he wants to help you find it. Jim is host of CNBC's “Mad Money” (M-F, 6-7 p.m. ET)...- William D. Danko
Co-Author The Millionaire Next Door
William D. Danko is the chair of the marketing faculty in the School of Business, State University of New York at Albany. His publications have appeared in the Journal of...- Martin Feldstein
Presidential economic adviser
Martin Feldstein is the George F. Baker Professor of Economics at Harvard University and President and CEO of the National Bureau of Economic Research, a private, nonprofit research organization that...- David Hale
Global Economist
David Hale is a Chicago-based global economist whose clients include investment management firms, major hedge funds, and multinational companies. Mr. Hale serves as the Global Economic Advisor to the Commonwealth...- Michelle Hoesly
Business and Financial Management Consultant
Michelle Hoesly is a 28-year MDRT member with three Court of the Table and four Top of the Table honors from Norfolk, Virginia. She entered the financial services business twenty-nine...- John Huggard
Variable Annuities Speaker
John Huggard is an Alumni Distinguished Professor at North Carolina State University where he his research projects deal with variable annuities. In addition to teaching, John is the senior member...- Robert S. Keebler
Nationally recognized as an expert on family wealth preservation and retirement distribution planning
Robert Keebler has been a Partner with Virchow, Krause and Company, LLP, since 1992. He is the chair of the firm's Financial and Estate Planning Team. His practice includes family...- Larry Klein
Larry Klein has assisted 20,000 financial professionals to rapidly increase their clients and income.
He is the foremost national authority on marketing financial services to America's wealthiest niche—seniors. Mr. Klein is a CPA and one of only 3300 CPAs in the US to hold...- Jeffrey Kluger
Simplexity
Jeffrey Kluger is a senior editor and writer at Time Magazine, principally covering science and social issues. In his newest book Simplexity: Why Simple Things Become Complex and how Complex...- Hilary Kramer
Financial Editor & Market Strategist, America Online, Inc.
Hilary Kramer is the Finance Editor for America Online. She is a frequent public speaker on financial planning, investment management, trends in the global markets, and is on the Wall...- Larry Kudlow
Influential supply-side economist
Larry Kudlow, the influential supply-side economist, host of CNBC's Kudlow & Company, and unapologetic supporter of capitalism and free markets, is available for speaking engagements. Over the years, Larry has...- James Lange
Retirement Planning Strategies Expert
James Lange, CPA/Attorney, is one of the top IRA, 401(k), and retirement plan distribution experts in the country, with 27 years of hands-on experience. His recently published book, "Retire Secure!...- Duncan MacPherson
Marketing Guru
In 1989, Duncan MacPherson formed his consulting and business development company to orchestrate high-level business development seminars across Canada which featured many of the world’s most respected speakers and trainers....- Mark Magnacca
Mark Magnacca, President of Insight Development Group, is a recognized industry expert who specializes in helping advisors create a personal brand and effectively articulate their value proposition. As a presenter,...- Frank Maselli
A Master in Financial Advisor Training
Frank Maselli is one of the most dynamic and insightful trainers, coaches, and speakers in the financial industry today. He has worked with thousands of advisors, managers, and wholesalers across...- Moshe Milevsky
Leading Financial Strategist
Moshe is the Executive Director of the Individual Finance and Insurance Decision (IFID) Centre and is an Associate Professor of Finance at York University in Toronto, Canada. He has taught...- Steve Moeller
President, American Business Visions
Steve Moeller is committed to transforming the investment industry to a more client centered focus. He helps investment advisors and financial institutions attract highly profitable clients. Steve is a marketing...- Nick Murray
Nick Murray is a 40-year veteran of the financial advisory profession, and "the advisor's advisor." He is one of the industry's premier speakers, and the author of nine books and...- Gregory Neidert
organizational consultant
Dr. Gregory Neidert is an organizational consultant, who is an expert in ameliorating organizational and social traps by using the principles of influence. He deals with management and employees in...- John Nelson
Retirement Strategist and Author
John Nelson is the co-author of What Color Is Your Parachute? FOR RETIREMENT, a companion to the world’s best-selling ca - Natalie Choate