Built to be used Monday morning.

Story as a Strategy
"We lost a $50 million client to a team with a generic portfolio. We had the complex portfolio, they had the story."

Commissions, fee-based, fiduciary, robo. Every differentiator gets commoditized, and AI is doing to financial planning what the internet did to information. The only thing left that differentiates you is you. So we build it, live, with two or three people from the room.

They leave with
A structure they can put any story through. Their own story, built out loud. A guide for building the rest after I leave.
45–60 minutes · Advisor teams, RIA firms, bank and credit union wealth divisions · 20 to 300
Matt Mosich presenting
Talk Less, Say More
"Tom produced $1mm more than Sean. I couldn't have told you a thing about Tom."

Sean had the pressed suit and the overflowing rolodex. If he wasn't on the phone he was on his way to a meeting. Tom asked questions. Everyone is trained to be Sean, and I still catch myself doing it.

They leave with
A test that gets them to the point in fifteen seconds. A ten-minute habit that shows them what nobody will say to their face. One question that changes how the other person feels about the conversation.
30–45 minutes · Advisors, sales organizations, executive teams · Any size
Matt Mosich delivering Building Trust Without Overexplaining
On stage
Building Trust Without Overexplaining ▶Building Trust Without Overexplaining
Mastering Public Speaking: From Anxiety to Impact ▶Mastering Public Speaking: From Anxiety to Impact
Whoever You Think You Are, or Are Not, You're Right ▶Whoever You Think You Are, or Are Not, You're Right
Matt Mosich on a conference panel
Where I've spoken
Future Proof Citywide Future Proof Festival First Commonwealth Advisors Sales Meeting NAIFA e3 The Bitcoin Conference CU Conferences Directors and Senior Management · Charleston SWAY Live · Palm Springs SWAY Live · Milwaukee

Plus webinars, podcasts, and to my wife and cats, at length.

In their words

"Matt presented a very thought-provoking presentation on how to apply storytelling to our operation. Great ideas to bring back to our credit union."

Sarah Perry · Event organizer, CU Conferences

"I thought the turning point in my career was when I got let go from med sales. You helped me see it was actually handing over that check."

An advisor at a recent keynote, after building his story in front of the room
Tell me who's in the room.

And what you need them to do differently on Monday. If I'm not the right fit I'll say so, and I'll usually know someone who is.

Check a date