Amplify Speakers
Keynote Speakers for Financial Advisor & Wealth Management Conferences
Financial advisors are a demanding audience. They are self-directed, results-driven and used to measuring everything, and most of them have sat through a lot of conference sessions. The keynote that works at an advisor summit, broker-dealer conference or wealth management meeting gives them something they can use with clients and in their own practice: sharper habits, stronger presence, better conversations about money and a clear reason to keep growing.
The top keynote speakers for financial advisor and wealth management conferences on the Amplify Speakers roster are Ben Newman, Mel Abraham, Francesca Zampaglione, Jeff Salzenstein and Simon Luthi. Each one has worked with advisors, wealth firms or financial services audiences, and each brings a message about performance, presence or purpose that translates directly to client work.
Below are the roster speakers who fit this audience, what planners should look for, the formats that work at advisor events and the questions planners ask us most.
The Roster
What Advisor Conference Planners Look For
Credibility with a numbers-driven room. Advisors respect speakers who have performed at a high level or understand money professionally. Look for proof: clients in wealth management, a finance background, or a track record with sales-driven professionals.
Content that helps with clients. The best sessions give advisors something to use in the next client meeting, whether that is how they show up, how they handle pressure or how they talk about money and purpose.
Fit with your conference goal. A recognition trip calls for celebration and inspiration. A recruiting or growth conference calls for performance and habits. A home office leadership meeting may need culture and leadership. Decide the goal first, then shortlist.
Respect for compliance. Your speaker should be comfortable with any review process your firm requires for materials and claims. Raise it early so nothing surprises anyone close to the event.
Matching the Speaker to the Room
Performance and discipline. Ben Newman is a performance coach and bestselling author whose corporate clients include Northwestern Mutual, Wells Fargo Advisors, New York Life, Great-West Life and Mass Financial Group. His keynote Standard Over Feelings is built for sales teams, corporate all-hands and financial services audiences, and he also offers Driving Your Sales Success.
Money, performance and legacy. Mel Abraham is a CPA, Certified Speaking Professional and USA Today bestselling author of Building Your Money Machine, with more than 30 years as a CPA, entrepreneur and advisor. His keynote The Performance Tax shows how financial pressure follows people into work and affects how they perform, and The Legacy Effect speaks to purpose and impact.
Executive presence. Francesca Zampaglione is a former Deloitte executive and CPA who has brought her work to CPA societies, law firms, banks and wealth advisors. Her ACT Method teaches executive presence as an everyday practice, which suits advisors who want to lead client conversations with more composure and confidence. She offers it as a keynote and as a workshop.
Performing under pressure. Jeff Salzenstein was a top 100 world-ranked tennis player and NCAA champion. His testimonials include the president of Transform Wealth and the CEO of Red Rocks Credit Union, and his programs include Own Your Zone and Winning Sales Advantage: The High-Performance Playbook to Attract, Inspire, and Accelerate Growth.
A view from the top of finance. Simon Luthi was chief strategy officer at JPMorgan Chase and American Express and helped scale Chase Travel from $2 billion to $10 billion before a cancer diagnosis changed the direction of his life and work. His keynote Transmutation Design: From Burned-Out to Brilliant suits audiences of high achievers.
Culture for advisory firms. Matthew M. Anderson is a TEDx speaker and author whose selected clients include Legacy Financial Partners, ND Retirements and Investments, Capitol Credit Union and the Independent Community Banks of North Dakota. His staff culture and servant leadership programs fit firm leadership meetings and team retreats.
Formats: Keynote, Workshop and Virtual
General session keynote. Most advisor conferences book a 45 to 60 minute opening or closing keynote. See opening versus closing keynotes.
Breakout or workshop. Practice-management tracks and smaller study groups benefit from a hands-on session. Francesca Zampaglione offers a workshop version of The ACT Method. See keynote versus workshop.
Recognition events and incentive trips. Top-producer trips and awards dinners call for a shorter, uplifting talk. Tell us the setting and we will recommend a fit.
Virtual. Regional and branch-based advisors can be reached through a virtual keynote. See virtual keynote speakers.
Need more options? We keep this page to speakers on our roster who genuinely fit the subject. Amplify can also source additional speakers on this topic through its bureau network. Tell us about your event and we will send a wider shortlist.
FREQUENTLY ASKED QUESTIONS
What makes a good keynote speaker for a financial advisor conference?
Credibility with a results-driven audience, content advisors can use with clients and in their practice, and experience with financial services rooms. Speakers who have worked with wealth firms or understand money professionally tend to land best.
Which speakers have worked with wealth management firms?
Ben Newman has worked with Northwestern Mutual, Wells Fargo Advisors and New York Life. Francesca Zampaglione has worked with wealth advisors and banks, and Jeff Salzenstein has spoken for Transform Wealth.
Do you have a speaker with a finance or accounting background?
Yes. Mel Abraham and Francesca Zampaglione are both CPAs, and Simon Luthi was chief strategy officer at JPMorgan Chase and American Express.
Can the speaker talk about AI and the future of advice?
For an AI focus, see our AI in financial services speakers, who cover strategy, governance and adoption.
What works for a top-producer recognition event?
A shorter, uplifting talk about performance, purpose or legacy usually works best after dinner or at an awards session. Ben Newman and Mel Abraham both speak on legacy.
Will the speaker work within our compliance review?
Raise any review requirements during booking. Speakers can share materials in advance, and a prep call helps align the message with your firm's guidelines.
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Planning an advisor or wealth management conference?
Tell us about your advisors, your conference goal and the slot. We will send a short list of speakers who fit, usually within one business day.