Financial Services Keynote Speaker

Professionals in the financial services industry face stiff competition for their clients. Disruptive innovations put pressure on their fees, offering robo-advisors and self-service solutions. Wealth transfer to the millennial generation represents a tectonic shift in retirement and investment decision-making. To succeed in this ever-changing environment, financial advisors and industry associates must evolve along with the times.

Your corporate, client and association events offer you an opportunity to shape perspectives, provide relevant insights and equip your audiences with next-generation strategies. When you pick Tim Sanders to open your conference, you’ll find an ideal match for your attendee’s greatest needs. He’s a sought after financial services keynote speaker because of his blend of business experiences and pre-event research to tailor his talk to your situation.

For financial advisors and accountants, Tim’s keynote on Making the Leap to Essential Partner provides research based advice on what it takes to retain top clients in the long run. “Being a good option is a bad strategy,” Sanders says. “Essential partners are a sounding board, a fountain of knowledge and a connector of dots.”

For financial technology professionals AKA FinTech, Tim’s talk on Disruptive Collaboration delivers a winning strategy for creating a culture of constant innovation and rapid problem solving. “When you want to be the disruptor and not the disrupted, you need to connect your silos of knowledge courageously,” he says during this eye-opening keynote address.

Tim has extensive experience as a financial services keynote speaker at company meetings, client summits and financial services association conventions. He’s been the keynote speaker for Chase Business Bank, Nationwide Financial, Thrivent Financial for Lutherans, Lincoln Financial, PNC Bank, Wells Fargo, LPL Financial, Prudential Retirement, Hartford Funds, Experian Financial Services Institute, Financial Services Institute, Bankers Insurance, Ameritrade, John Hancock Financial, Mutual of Omaha, Fireman’s Fund, CUNA Mutual Group, COOP Financial Services, Fiserv, Advanced Equities, ARC Financial, AXA Advisors, American Century Investments, Renaissance Reinsurance and Sungard.


“You touched people’s hearts. You let them know that you understand our business and their sense of higher calling when it comes to boosting retirement readiness in America. You gave them reasonable and compelling practices to add to their daily routine….today. You moved us to laughter and you moved us to tears.”

– Anna H. Gauthier, Head of Strategic Communications, Lincoln Financial

“Tim Sanders came in to present to our entire salesforce on how to build a deeper, more engaging relationship with clients. Within five minutes of his speech, you could see our audience “lean in”, as they were given smart, realistic, actionable advice that would help them build an authentically powerful bond with their clients, as well as establish unique collaboration techniques internally that could help them drive their business.”

– Phil Edelstein, Hartford Funds

“Your presentation opened our clients’ eyes to issues within their businesses and gave them ideas to find solutions. In addition, it encouraged attendees to implement strategic “doing” to support the success and development of their businesses. Your message helps solidify Chase’s commitment to providing our clients with the education and knowledge to take their business to the next level.”

– Erin Eblin, Vice President Event Marketing, Chase Business Banking

“Tim Sanders spoke at the CCH User Conference today and our attendees were so positive about his speech – I’ve heard from many people that it was the best speaker we have ever had. Lots of positive tweets also, and the session feedback ratings are very high. Just wanted to let you know pleasure it was to work with him.”

– Leslie Bonacum, VP of Communications, Wolters Kluwer Tax & Accounting