Speaking
The World is Changing Navigate Uncertainty
Connect with Sam to book an engaging, insightful talk that will motivate and energize!
With 25+ years of managing $80 billion in assets, leading $40 billion in M&A deals, and a doctorate in behavioral finance, Sam has distilled actionable insights into compelling narratives and tools for profitable growth.
It’s Time to Get Future-Ready
The world is changing faster than we can predict. To thrive, we must adapt.
Why? Because sticking to rigid plans fails to acknowledge the most crucial factor. Adaptability.
Stay focused on your goals; but remain flexible on your approach. That is the key to thriving in an age of uncertainty. Setbacks no longer need to derail success.
Watch Sam in action
It’s Time for a New Roadmap
I provide your team with the framework to transform uncertainty into fuel for personal and organizational growth.
Hi, I'm Sam!
I’ve navigated uncertainty my whole life. From changing schools (eight times), to moving countries (three times), to changing careers (four times), I’ve learned to face challenges head-on. Each experience taught me resilience and adaptability, skills I now use to help clients thrive through their transitions.
I truly believe in turning uncertainty into opportunity. My approach blends practical strategies with a deep understanding of the human side of change. Whether you’re leading your team through transformation or preparing to enter new markets, I’m here to guide you with empathy and actionable advice.
Outside of work, I’m an adventurer at heart. From climbing mountains to cycling through Europe to running marathons, each adventure has been a journey in uncertainty, a chance to field-test my approach. This spirit of adventure infuses everything I do. You will see that my presentations are designed to inspire and equip you to tackle your own challenges with confidence.
Together, we can navigate uncertainty and turn it into a powerful catalyst for growth.
Presentation Topics
For Leaders
The Path to Success:
Leading Through Uncertainty
Turn doubt into drive and setback into success
Details
In an increasingly uncertain world, leaders are grappling with the relentless pressure to deliver results while navigating constant change. “The Path to Success” keynote provides a transformative approach to leadership, equipping you with the tools and insights needed to sustain momentum and achieve your goals without burnout. Just like climbing Kilimanjaro, success in business and life requires the right path and the right pace.
By the end of this session, participants will learn how to:
- Adopt a climber’s mindset to thriving under pressure.
- Maintain momentum and keep their team driven despite hurdles.
- Achieve peak performance without burnout.
Key Results:
- Empower your team to develop a resilient mindset.
- Sustain momentum and drive continuous achievement.
- Deliver exceptional results in any environment.
For Financial Advisors
The Future of Advice:
Becoming a Cyborg Advisor
It’s not about prices, portfolios, or policies; it’s about people
Details
In the age of AI, advisers must find new ways to stand out and become indispensable. “The Path to the Future of Advice: Becoming the Cyborg Advisor” keynote is designed to help you leverage digital tools to deepen client relationships and enhance your human touch.
By the end of this session, participants will learn how to:
- Integrate AI to deepen client connections, not replace them.
- Use technology to enhance humanity and craft resonant financial strategies.
- Stand out in a crowded marketplace and win new clients.
Key Results:
- Stand out in a crowded marketplace.
- Win and keep new clients.
- Grow market share.
For Financial Advisors
The Third Act: Rewiring Retirement
Retirement isn’t the end; it’s a vibrant new beginning filled with possibilities
Details
Rethink retirement. It’s not the end; it’s an opportunity to begin anew. “The Path to The Third Act: Rewiring Retirement” keynote is designed to help advisors guide their clients beyond merely saving for retirement to truly living it.
By the end of this session, participants will learn how to:
- Prepare clients for the uncertainties of retirement, including sequence risk.
- Help clients transition from a saving mindset to one of purposeful spending.
- Support clients in redefining their identities and finding new purpose in retirement.
Key Results:
- Equip clients to handle risk and uncertainty in retirement.
- Encourage clients to spend their wealth on meaningful experiences.
- Assist clients in transitioning smoothly into their new phase of life.
For General Audience
The Path to Financial Wellness: Debunking Money Myths
Turn financial anxiety into financial wellness by mastering simple, powerful money principles
Details
Facing financial fears? You’re not alone. “The Path to Financial Wellness: Debunking Money Myths” keynote cuts through the jargon, simplifies the complexities, and helps you find a path to financial wellness. It’s about making finance approachable and understandable for everyone—students, consumers, anyone overwhelmed by money woes and unsure where to begin.
By the end of this session, participants will learn how to:
- Apply foundational financial concepts like budgeting, saving, debt, and investing.
- Build confidence in making informed financial decisions.
- Take actionable steps towards financial wellness.
Key Results:
- Replace financial anxiety with financial wellness.
- Empower individuals to make informed financial choices.
- Build a foundation for financial security and peace of mind.
