Patti Branco

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Books by Patti Branco

  • Author, Speaker, Consultant, Over 20 Years of Financial Service Experience
  • Sales Manager, Vice President in Financial Industry

Patti Branco, president of a consulting firm is a financial services industry expert, author and professional speaker. She enjoys a successful track record that spans over 20 years in the financial services arena. First, as a successful registered representative, rising through the ranks to senior management, and later as an independent consultant, building and developing investment programs, coaching leaders, and increasing revenue in financial institutions. 

Her experience stems from sales and sales management as a First Vice President in the bank and brokerage industry, as State Investment Manager for California, responsible for the initial development of a major bank program in the golden state. Her stellar reputation launched her career as an industry consultant. She walks the walk and runs the race, helping companies large and small to develop business, people and peak performance.

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Media files by Patti Branco

  • Patti Branco Mistaken Identity
  • Patti Branco Rejection

  • Million Dollar Production!- Based on her newest book published summer of 2007, this presentation uncovers every aspect of the million dollar producer and how anyone willing to do what it takes to become a "whole broker"can achieve the ultimate level of production
  • Partnerships and Dynamic Teams - The sky is the limit when teams assemble based on varied talents and areas of expertise to create a full service consortium, form a junior rep partnership to a team of several, learn the ins and outs of creating this association.
  • Taking it to the Top- This favorite motivating and content rich presentation uncovers the best practices used by top performers natiowide.
  • Leadership from the Heart- Sales managers take heed, if you don't know what is important to your sales team, you will never get them firmly behind your goals.
  • The Anatomy of Sales Success- Our steps create successful selling. The initial contact, the connection, the information exchange and the close. Missing any links cause less than stellar results! Discover the secrets of top producers, and implement their strategies today!
  • Everyone Has a Book Inside: How to Write Yours in 3 Months!- Content rich and specific, steps and methods to get your book written, how to research and publish, how to stir the creative juices!
  • 5 Steps to Reinventing Yourself at Retirement of Sooner- This light-hearted presentation gives step by step instructions on changing careers, life or just about anything you would like to change! The premise is the ability to do, be or have anything you want! Approached with a project management perspective.
  • Ladies Take Off Those Pantsuits; It's OK to Be A Gal!- Fun, inspirational, tongue-in-cheek- and a real world lesson about working in a mans world! Feminine Leadership, intuition and the absence of entitlements! Humorous and inspirational.
  • Request Topic Outline
  • Authors
  • Business
  • Customer Service
  • Economy / Finance
  • Inspirational
  • Keynote Speakers
  • Leadership
  • Management
  • Motivational
  • Negotiation
  • Team Building
  • Women's Conferences
  • Workplace / Workforce

Patti Branco, president of a consulting firm is a financial services industry expert, author and professional speaker. She enjoys a successful track record that spans over 20 years in the financial services arena. First, as a successful registered representative, rising through the ranks to senior management, and later as an independent consultant, building and developing investment programs, coaching leaders, and increasing revenue in financial institutions. Her experience stems from sales and sales management as a First Vice President in the bank and brokerage industry, as State Investment Manager for California, responsible for the initial development of a major bank program in the golden state.

At one point she was responsible for the future success and compliance oversight of over 70 registered reps, office staff and multi million dollar budgets. She left Cal Fed Bank in April, 1999 to start her own consulting business and hasn’t looked back. Her stellar reputation launched her career as an industry consultant. She walks the walk and runs the race, helping companies large and small to develop business, people and peak performance. As an independent consultant she has coached and trained thousands of registered reps in the art of selling investments with success and integrity!

Her client list includes Phil Broyles Top Producer program, Morgan Stanley, Pentagon Federal Credit Union, Horsesmouth.com, Cal Fed Bank, Allstate Financial Services, CUSO Financial Services, Los Angeles Times, Union Savings Bank of Ohio, Primevest Financial Services, Conseco Insurance Company, Los Angeles Bar Association, Countrywide Bank, North Island Federal Credit Union, Financial Resources Credit Union and Union Bank of California, Princess Cruise Lines, Metropolitan Life Insurance Company, Bank of the West, Countrywide Financial, Investment Company of America and others.

Patti is published and widely quoted, a professional member of the National Speakers Association, past Programs Chair & Director for the Los Angeles Chapter. She is past VP of the Board for NSA Los Angeles. She is active in her community and actively volunteers when her heartstrings are tugged!

Tags
Patti Branco Dallas TX, Texas Finance Speaker, Texas Team Building, Texas Business Women Speaker, Texas Women's Conference Speaker, Texas Management Speaker, Texas Production Speaker