Financial Speakers Financial Speaker Patti Branco

Patti Branco is a financial services industry expert, author and professional speaker. She enjoys a successful track record that spans over 20 years in the financial services arena. First, as a successful registered representative, rising through the ranks to senior management, and later as an independent consultant, building and developing investment programs, coaching leaders, and increasing revenue in financial institutions. Her experience stems from sales and sales management as a First Vice President in the bank and brokerage industry, as State Investment Manager for California, responsible for the initial development of a major bank program in the golden state.

In 2007, she published an essential book for top producing financial advisors: The Path To Million Dollar Production.

At one point she was responsible for the future success and compliance oversight of over 70 registered reps, office staff and multi million dollar budgets. She left Cal Fed Bank in April, 1999 to start her own consulting business and hasn’t looked back. Her stellar reputation launched her career as an industry consultant. She walks the walk and runs the race, helping companies large and small to develop business, people and peak performance. As an independent consultant she has coached and trained thousands of registered reps in the art of selling investments with success and integrity!

Her client list includes Phil Broyles Top Producer program, Morgan Stanley, Pentagon Federal Credit Union, Horsesmouth.com, Cal Fed Bank, Allstate Financial Services, CUSO Financial Services, Los Angeles Times, Union Savings Bank of Ohio, Primevest Financial Services, Conseco Insurance Company, Los Angeles Bar Association, Countrywide Bank, North Island Federal Credit Union, Financial Resources Credit Union and Union Bank of California, Princess Cruise Lines, Metropolitan Life Insurance Company, Bank of the West, Countrywide Financial, Investment Company of America and others. Patti is published, widely quoted and a professional member of the National Speakers Association.

Popular Topics:

Million Dollar Production

Based on her newest book published summer of 2007, this presentation uncovers every aspect of the million dollar producer and how anyone willing to do what it takes to become a ‘whole broker’ can achieve the ultimate level of production.

Partnerships and Dynamic Teams

The sky is the limit when teams assemble based on varied talents and areas of expertise to create a full service consortium, form a junior rep partnership to a team of several, learn the ins and outs of creating this association. For the independent office or for successful brokers ready to expand, for an office that needs some guidance on working as an effective team, this presentation covers partnership, junior/senior arrangements and how to build full financial service teams and how to split the pie. (IMCA 2004 called this the ‘best workshop’)

Taking It to The Top

This favorite motivating and content rich presentation uncovers the best practices used by top performers natiowide. From the basic need for a brief and functional two page business plan to managing time, possessing full command of all products and services, scripting your dialogue to be a master of the english language and much more.

The Anatomy of Sales Success

Four steps create successful selling. The initial contact, the connection, the information exchange and the close. Missing any links cause less than stellar results! Discover the secrets of top producers, and implement their strategies today!

About Patti's Newest Book: The Path To Million Dollar Production

   The environment for investment reps has evolved over the past few years. The ability to adapt to rapid changes in the industry has become a prerequisite for success in the financial services industry. Advisors are playing an increasingly more powerful role in the lives of baby boomers, retiring Americans and the economy.

   The need for bright, multitalented advisors has never been greater. A review of the business reveals a variety of training practices in place that differ widely in scope and effectiveness. Some advisors receive little or no training and are thrown to the wolves. The resulting high wash-out rate that is costly to the trainees as well as the firms that hire them. Many books marketed to financial advisors offer flavor of the month solutions to challenges or are text-book style books which may offer a plethora of factual data but are not conducive to easy use.

   This book is based on real world solutions. The successful advisors in this new era will be ones who have the initiative to determine why they are in this business, be willing to take responsibility for their own destiny, and relentlessly pursue their goals. This book is dedicated to them.

   Become a whole broker. New to the business or merely stuck, inside the cover of this humble manuscript you will find tools, guidelines, and strategies necessary to build or jumpstart a dynamic practice. Getting and staying motivated, navigating through tumultuous markets and political situations, innovative prospecting approaches, effective client service strategies, developing relationships with colleagues and managers, surviving in a variety of office environments, controlling your time, building a partnership team, switching firms, thoughts on signing bonuses, and defensive tactics to protect your business from complaints and potential arbitration.

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