Technology The Client The Market Is Changing
Are You?
Keynotes, consulting, and training to ensure your team has the insights, tools, and mindset to be future-ready.
Watch Sam in action
Why you want to be Future-Ready…
Navigate Uncertainty
The world is changing faster than we can predict. The future is not an extrapolation of the past!
Learn a better framework to navigate uncertainty.
Build Resilience
We make decisions in an uncertain world where we can’t control everything. Setbacks are the rules of the game.
Learn the tools and mindset to overcome setbacks.
Leverage the Human Touch
In the age of AI, it is our human touch that wins over AI.
Learn how to combine technology and the human touch to connect with clients better than AI alone.
Speaking
What you can expect from Sam’s speaking
- Relatable stories
- Data-driven solutions
- Actionable insights
- Motivation to act
Consulting
What you can expect from Sam’s consulting
- Insightful perspectives
- Pragmatic solutions
- Focus on bottom line results
Training
What you can expect from Sam’s training
- Tailored workshops
- Self-paced courses
- Assessments and tools
About
Dr. Sam Sivarajan
Sam is an accomplished financial services leader with a track record of adapting to market shifts and diverse industries to consistently deliver results. Having led three wealth management businesses overseeing $80 billion in assets and advising on $40 billion in M&A transactions, Sam has a deep understanding of complex financial landscapes.
Outside the office, Sam is an avid mountaineer, having climbed peaks in the Alps, Himalayas, and Andes. He finds that the challenges of mountain climbing offer valuable lessons in perseverance, risk management, and strategy—principles that also drive his professional approach. Sam is also a dedicated cyclist, having completed an epic 8-day ride from London to Monaco. As a runner, he set a personal best in the Boston Marathon. He also obtained his certifications as a personal trainer and kettlebell trainer.
With a doctorate in behavioral science, Sam has a unique ability to make financial strategy relatable and engaging. He blends practical insights with a touch of humor and real-world examples, making even the most complex decisions clear and manageable. If you’re seeking a financial leader who combines experience, expertise and a track record of results, with a broader perspective, Sam is the expert you can trust.
Choose your best route
Keynotes
Over 25 years experience managing $80B AUM and leading $40B in M&A deals and a doctorate in behavioral finance distilled into actionable insights, engaging stories, and tools for profitable growth.
Consulting
Lessons learned in building 3 wealth businesses, advising on global deals and transforming clients’ business tapped to provide customized consulting services to help your business navigate uncertainty and stay future-ready.
Training
Practical insights and thought leadership from two best-selling books, podcast, newsletter, and courses tailored to meet the needs of your team to drive success in a rapidly changing world.
Is your business future-ready?
Download your free copy of the Advisor Readiness Tool today! This comprehensive resource will help you evaluate your preparedness for the changes ahead in the financial industry.
Get your copy today!
Amazon Bestselling Books
Uphill
How to Apply Ancienct Wisdom and Modern Science to Life’s Choices and Challenges is a gritty and compelling narrative no-fiction book that expertly combines he lessons of modern bevahioral sciene with the ancient wisdom of Stoic philosophy.
Making Your Money Work
The Secrets to Financial Health is a unique and engaging handbook that disstills expert financial wisdom into an engaging narrative non-fiction format. Follow the practical advice in this book to make your money work for you and achieve your financial goals.
Am I OK?
22 Essential Questions for Investors and Advisors to Achieve Financial Health
Investing is a journey, not a destination. Years of experience and helping investors achieve their goals are distilled into this insightful book.
Unlock the future of financial advice with The Future-Ready Advisor!
This isn’t your average newsletter—it’s a game-changer for financial advisers who are tired of the same old product pitches and market chatter. We dive deep into the power of behavioral coaching, helping you become the advisor your clients truly need. Expect sharp insights, practical strategies, and a fresh perspective that turns financial anxiety into action. If you’re ready to elevate your practice and make a real impact, this is the newsletter for you.
Podcast for Financial Advisors
As the host of The Future-Ready Advisor podcast, Sam Sivarajan addresses the challenges financial advisors encounter in a competitive market. Featuring insights from investment experts and top advisors, the podcast focuss on identifying and overcoming common pain points to optimize your practice for future success.
Whether you’re a seasonal advisor aiming to expand your business or new to the field, The Future-Ready Advisor offers essential strategies to stand out in a crowded marketplace, resolve challenges, and harness behavioural coaching for enhanced client outcomes and practice growth.