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Bruce Sellery
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Speaker

Bruce Sellery

Financial Journalist | Bestselling Author of Moolala

Business journalist and television host Bruce Sellery is on a mission to help people get a handle on their money so they can live the life they want. In his talks, Bruce is an essential guide for those who could use a spoonful of sugar when it comes to the medicine of managing their money.

Bruce is the author of two bestselling books, including Moolala: Why Smart People Do Dumb Things with Their Money (and What You Can Do About It). He is the personal finance expert for the national lifestyle show Cityline, and has appeared on Breakfast Television, Canada AM, CNN, MSNBC and radio programs across North America.

He is a regular contributor on CBC’s The Exchange, and writes advice columns for Chatelaine, Today’s Parent and Moneysense Magazine. Bruce was the host of Million Dollar Neighborhood on OWN: Oprah Winfrey Network and spent ten years with CTV’s Business News Network, anchoring from both Toronto and New York City.

Bruce is a graduate of the Queen’s University School of Business, where he majored in marketing and international business.

"First Call": Proving the Value of Your Financial Advice So You Become Your Clients' First Call

More than ever before, Financial Advisors must prove the value of the advice they provide. New FinTech start-ups, regulatory changes, and increased competition have clients questioning whether or not they are getting what they are paying for.

In this keynote, Bruce Sellery offers a new and compelling perspective on how to demonstrate your value and articulate it even more clearly. He helps 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 better understanding why smart clients sometimes do dumb things with their money, and what you can do, as their trusted advisor, to help them do even more “smart things”.  Specifically:

  • The Keys to Communication: Move beyond industry jargon to talk about your value on your clients’ terms.  Find out what makes their eyes sparkle and help them open up with you, their spouse and family members so everyone is aligned on the plan, and more comfortable talking about money in general.
  • The Higher-Order Benefit: Financial advice has traditionally been framed in terms of portfolio performance and financial needs.  Uncovering the deeper, emotional higher-order benefit, and then delivering on it in a holistic way, drives trust, loyalty and referrals.
  • The Momentum Builder: Inertia can be a devastating drag on results.  As their advisor, you can help your clients reach new heights by taking accountability for plans across all facets of their life, and using your expert network to follow-through on them.

Moolala: Why Smart People Do Dumb Things with Their Money (And What You Can Do About It)

Moolala is an optimistic and fun keynote that focuses on inspiring people to get a handle on their money so they can live the life they want. The presentation answers two simple and equally important questions: Why do smart people do dumb things with their money? And what can we do about it?

Bruce Sellery will help your audience:

  • Get clarity on some of the mistakes they’re making with their money, as well help them set priorities about what they need to know and work on first.
  • Create a simple plan to correct their mistakes quickly, and without requiring them to make personal finance their new hobby.
  • Be inspired to get off their duff and into action immediately. That includes becoming more confident in asking questions about money and removing the taboos that surround it.

Hosting, Moderating and Town Hall Events

Bruce Sellery moderates panel discussions by providing a completely customized  format in which leaders can connect with their audience in a more relaxed way. He calls his approach “TV without Cameras”, and uses the principles and practices of television to guide the development and delivery of the event.

Before the event, Bruce conducts background research and pre-interviews participants, along with developing topics for discussion.

Audience members will:

  • Understand the nuances of the topics being discussed.
  • Engage at a new level, feeling that they have had a chance to participate versus just observe and take notes.
  • Have a better sense of who the panelists are as people.
  • Leave the room feeling inspired and having had some fun.