Professional Speaker

If you want a professional speaker who Educates, Empowers and Entertains professional advisers, then you’ve landed in the right place.

Company & industry conferences, training courses and professional development roadshows have all benefited from Tony as a professional speaker, delivering entertaining, informative and innovative presentations to business advisers.

The audience always leave with some fresh thinking and some practical take-outs that they can implement immediately in their businesses.

Audience feedback and ratings are consistently positive and high, with the majority of clients engaging Tony repeatedly.

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Knowledge & delivery of a professional speaker include:

  • Branding & Marketing of Professional Services
  • Unique Selling proposition (Value Proposition) creation
  • Digital Marketing and Social Media
  • Sales Techniques and Process
  • Building and Managing the Professional Services Firm
  • Performance Improvement
  • Profitable Practice Management through Systems & Processes

Tony is renowned for providing presentations that are full of practical tips and information that can be quickly & easily used to improve business results. Relaxed, enjoyable, with a dash or two of humour thrown in, audiences invariably enjoy Tony’s presentations as a professional speaker – and take away ideas they can use immediately.

Professional Speaker
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Susie Munro, Principal, Sixpence Media. Australia

Tony's got that great combination of real world experience, theory, ability to communicate effectively, and a friendly, funny, helpful personality. His blog and videos are a gold mine of practical tips for financial advisers, and he's an entertaining and knowledgable speaker.

December 8, 2015

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Media Articles

Succession planning for Advisers (May 2017)

Next Adviser Opportunity: The Robo Practice (February 2017)

Amateur Era At An End (September 2016)

Is it time to let some clients go? (MDRT)

Don’t worry about the Regulators (June/July 2016)

Dig deeper on annual reviews (May 2016)

Do Prospects really care why you do what you do? (MDRT) (May 2016)

What would Steve Jobs do? (February 2016)

Kiwi’s buy services differently now (August 2015)
The story advisers should be telling (July 2015)
Does a diversification strategy fit with a planner’s fiduciary duty? (December 2014)
Is this why clients question fees? (November 2014)
How Social Media Fits in your financial adviser practice (October 2014)
The future value proposition for financial planning (Sep 2014)
Clients don’t want an adviser – they want a planner (July 2014)
Behaviour in the spotlight (July 2014)
Insurance Must Be Sold, Not Bought…Right? (June 2014)
The untapped power of pro bono (May 2014)
Understanding the High Net Worth client (April 2014)
What is the most valuable aspect of CFP certification? (February 2014)
The missing ingredient in attracting clients (February 2014)
Avoiding Regulatory Rigor Mortis (January 2014)
Key TASKS for 2014 (December 2013)
Crystal ball: Where to for NZ Financial Services? (part 1) (November 2013)
Crystal ball: Where to for NZ Financial Services? (part 2) (November 2013)
Are we losing sight of the good we do? (October 2013)
Why sales skills matter more than ever (August 2013)
In this time of creation (July 2013)
Why nobody takes us seriously (July 2013)
The changing face of advice (June 2013)
Replacement business – what’s the issue? (May 2013)
Advice Without Value- Perhaps the Client’s fault (April 2013)
Consumers really DO value expert advice (March 2013)
How do you get a 30 percent pay rise for your career (February 2013)
Why should anyone choose you as their adviser (January 2013)
What if the game changed overnight (December 2013)
How low can you go (October 2012)
Considering client risk capacity (September 2012)
Are you aiming to thrive or just survive? (September 2012)
The elephant in the room (August 2012)
What type of advice is needed? (July 2012)
Your best defence (June 2012)
Why no one should care how you’re paid (May 2012)
Master the dragon (February 2012)