Bruce Sellery

Speaking topics

Presentations listed below include in-person and virtual keynotes, as well as workshops, fireside chats, and other presentation formats.

• Finding your Financial Footing: The 4 Steps You Need to Take to Get a Handle on Your Moolala

  The pandemic has put our physical, mental, and financial health under significant stress. But despite the fear and uncertainty, there are many things that are still under our control.

  In this presentation, Bruce Sellery will help you find your financial footing again. Whether that means dealing with debt, putting a cash surplus to work, or getting organized on things like wills or insurance, he will provide insight, ideas, and inspiration.

  Sellery has a deep understanding of personal finance, both the mechanics of it and the emotional dynamics that can disrupt the very best intentions. He is practical, non-judgmental, high energy, and fun.

  At this event you will:

  • Gain new clarity on your financial priorities.
  • Create a simple plan of what to do next.
  • Become more confident in talking about money with family, friends, and advisors.
  • Be inspired to get into action immediately.

• Becoming the “First Call”: How to Demonstrate the Value of Your Financial Advice

  More than ever before, financial advisors must demonstrate the value of the advice they provide. New FinTech start-ups, regulatory changes, and increased competition have clients questioning whether they’re getting what they’re paying for.

  In this keynote, Bruce Sellery will offer a new and compelling perspective on how to demonstrate your value and articulate it even more clearly. He will help you prove to clients, beyond any doubt, that you are the one to help them live the life they want, making you the “first call” they make when faced with a big decision.

  Audiences will walk away with a better understanding of:

  • The keys to communication: How to talk about your value on your clients’ terms, so everyone is aligned on the plan, and more comfortable talking about money in general.
  • The higher-order needs: Uncover your client’s deeper, emotionally driven higher-order needs, and then deliver on them in a holistic way, that drives trust, loyalty, and referrals.
  • The momentum builder: Take on a new, broader level of accountability for your client’s life, using your expert network to deliver on their dreams.

• Emcee / Panel Moderator / Host

  Bruce Sellery has spent two decades engaging audiences on television, radio, and at live events. He has emceed massive conferences, moderated lively panel discussions, and engaged in smart, intimate fireside chats with senior executives and thought leaders.

  As a seasoned journalist, Sellery is always prepared, curious, and polished. He is also highly entertaining, charismatic, conversational, and comfortable on camera. The move to virtual events plays to his strengths as an experienced TV anchor.

  Sellery has hosted events for the Investment Funds Institute of Canada, Canadian Credit Union Association, Mortgage Professionals Canada, Investor Relations Magazine Awards, Art of Leadership, Junior Achievement, and many of Canada’s largest pension funds and financial institutions.