Financial services keynote speaker
Rates and products look alike. Trust is the only number clients remember.
Real rooms. Real people. Real change.
Everyone now has the same AI, the same data and the same tools.
The only difference left is your people.
Robo-advisors rebalance overnight, and clients compare fees and returns on their phones before your advisor says hello.
When the market drops 20 percent, nobody calls the algorithm.
Robo platforms and AI planning tools now model a retirement in minutes for a fraction of the fee. Advisors who can only explain the numbers are explaining themselves out of a job.
As wealth passes to the next generation, heirs often move the money to someone they picked themselves. A relationship built only with the parents rarely survives the transfer.
Clients may come for the name on the building, but they judge the person across the desk. One rushed annual review or a careless email can undo years of carefully approved messaging.
Financial services teams that trusted me, among others
From the private bank to the branch office, your people are quietly asking one of them.
Will a machine do my job?
The better the machines get, the more your people will set you apart.
Why it lands with financial services audiences: AI can now build the plan, run the Monte Carlo simulation and draft the quarterly letter. This shows your advisors and bankers what clients still need a human for: judgment in a down market, calm in a family meeting, and the courage to say “don’t sell.”
Why does someone else get chosen?
What your people know rarely gets them chosen. What others see in them does.
Why it lands with financial services audiences: clients decide whether to hand over their life savings long before they read the fee schedule. This shows your people the five dimensions that decide who gets the first meeting, the referral and the assets of the next generation.
Before the event, I work with yours to understand your advisors and their world: AUM, share of wallet, household relationships, the next-gen transfer. Your people hear their own client meetings on stage, not a story borrowed from another industry.
I can open an advisor summit, close a broker-dealer national conference or speak at a regional advisor meeting, with a breakout for top teams if you want one. It runs between 45 and 75 minutes and fits around compliance-approved agenda blocks, with time for questions from the floor.
I spent years booking speakers for a corporate academy, so I plan with you like an insider. Your keynote has to sit between the market outlook and the compliance update and still be the session people repeat at dinner.
For an advisor summit or top producer event, the world’s first 3D immersive keynote puts a holographic stage show in front of people who stare at screens all day. My team works through the technical details with your venue well ahead of the date.
Your audience earns its living on trust, whether it sits in a private bank, a broker-dealer or an asset management firm.
No slides, no pre-recorded hologram beamed in from somewhere else.
I stay live in the room while your leaders, sponsors and theme step into the story.
How clients describe it, in their own words.
How clients make it their own.
I show the people who manage money how clients decide whom to trust with it.
I’m Sylvie di Giusto. Before my first keynote, I spent nearly twenty years inside corporations, the last ones leading the management academy of Europe’s largest retail and tourism group and booking speakers myself. I know what a planner risks when the CEO walks off stage and the keynote speaker walks on. Today I’m a CPAE Speaker Hall of Fame keynote speaker, and financial services rooms are among the most demanding I serve: smart, skeptical and short on time. Among others, Prudential, Thrivent, TIAA or American Express trusted me with their people. My promise to them is the one your advisors make to their clients: no fluff, a clear plan and a return you can see.
In their words, not ours.
Creative, thoughtful, professional, and thorough are just a few of the positive traits that come to mind when I think of her and her quality of work. She took the time to learn our business and company so that she could tailor her message to the audience, and she nailed it.
Sylvie is highly knowledgeable in her area of expertise, personable, and engaging. The amount of positive feedback I received after the presentation was incredible! To top it off, Sylvie was flexible with our scheduling demands which made it all the more pleasant to work with her.
What distinguishes Sylvie as a professional trainer is the care and attention she devotes to her diagnostic and customization process, which includes a detailed questionnaire to ensure the relevance of her material to the outcomes we desired. She truly delivered on what she promised.
In 27 years of planning conferences and hearing thousands of speakers, it’s truly rare to be enlightened and moved by one. I heard Sylvie di Giusto speak recently and she blew me away.
Thrivent · 3D immersive keynote
The Power of Choice is built on my book The Image of Leadership, and this special edition is written for the people who advise, bank and invest for others, with a foreword by Sarah Leslie of 1st United Credit Union. Clients cannot see inside a portfolio, so they judge the person who manages it.
It shows advisors, bankers and their leaders how appearance, behavior, communication, digital presence and environment shape whether clients and prospects trust them with their financial lives. Many firms give a copy to every attendee, so the conversation continues at the next client review.
Robo platforms build the portfolio and AI drafts the client letter before the advisor finishes a coffee. Forever Human explains what clients still want a human for: perspective in a falling market, steadiness in a family meeting and a recommendation someone stands behind.
Advisors, bankers and wealth leaders learn which parts of the relationship to automate and which to protect as wealth passes to the next generation. Many firms give a copy to every advisor at their conference, so advisors have it on hand when a client asks whether a robo-advisor could do the job.
Sylvie di Giusto, a CPAE Speaker Hall of Fame keynote speaker, is a strong pick for wealth management audiences; Prudential, Thrivent, TIAA or American Express trusted her, among others. Her keynotes show advisors and bankers why clients still choose a human when AI can build the plan, and how trust is earned in the first minutes of a relationship. She can also bring either keynote to your stage as the world’s first 3D immersive keynote.
Yes. Sylvie’s keynote Forever Human takes on exactly that: what robo-advisors and AI planning tools will take over, and what clients will keep paying a human advisor for. It is customized to your firm’s model, whether fee-based advisory, private banking or institutional asset management.
Forever Human fits firms whose advisors are uneasy about AI and fee compression and need to see their value clearly. The Power of Choice fits audiences focused on winning new households, deepening relationships and keeping assets through the next-generation transfer. A short call with Sylvie will tell you which one matches your theme.
Yes, that is one of the strongest uses of The Power of Choice. Sylvie shows advisors how heirs and surviving spouses form their own judgment of the advisor, often online and often in the first meeting, and what to do about it before the assets move.
Yes. Sylvie’s keynotes are about trust, behavior and communication, never about investment products or recommendations, so they sit comfortably next to your compliance requirements. Your team can share any guidelines during the customization process, and she uses your firm’s own language.
Yes. Sylvie’s team can arrange copies of The Image of Leadership in Financial Services for your attendees, as well as copies of Forever Human, the book behind her Forever Human keynote. Mention it when you check availability.
Yes. Both keynotes are available in person, hybrid or virtual, which works well for firms with advisors spread across many offices. Each version is customized to your audience.
I also serve audiences in credit unions, insurance and accounting. See every audience I speak to.
Dates, formats, the 3D experience and logistics for your event.
