Michael is known for his ambition and vision. More than motivational, he is passionate about sharing the simplicity of the systems of successful practices and providing practical ideas advisors can use immediately.
Never satisfied with the status quo himself, he excels in helping big producers become better business leaders. Let our team help you deliver a valuable experience specifically tailored for your audience.
Complete Speaker Kit
Everything you need to book Michael as your next speaker.
Michael Grossman, CFP®
Michael Grossman, CFP®, is the President of AdviceOne LLC and Impacting Advisors. He works extensively with executives and professionals at RTX, Otis and Carrier, collaborating with them so that they own all their retirement decisions. Michael began his career in financial advice in 1990 after graduating from UConn with a degree in Business Administration. He’s held his Certified Financial Planner designation since 1994. Michael has presented hundreds of Retirement Empowerment Workshops throughout the United States and is well-known in financial circles for his captivating and enlightening discussions. Since its creation in 1999, AdviceOne has been transformed by Michael from an advisor-led practice into an extraordinary team-managed organization of professionals who are obsessed with delivering an exceptional experience to their family of clients.
Here are some of Michael’s Signature Speeches – packed with actionable, inspiring content. We’re also happy to customize a speech for your specific audience.
- Learn how to maximize your biggest expense – and your greatest asset
- Results and Accountability
- Onboarding Purposefully
- Compensating Employees
- Implement a simple method for developing advisors-in-training so they operate exactly in your image
- Understand the crucial importance of target marketing with specific strategies to build your niche
- Get revolutionary scheduling ideas to help advisors focus on spending maximum time in front of big clients and prospects
- Create strong approaches to team building with concrete examples focusing on your firm's Core Values
- Understand the 3 hats every advisor-entrepreneur wears and decide which one you must release
- Break the poor leadership habits causing you the most pain
- Replace time-sucking meetings with purposeful decision-making sessions
- Reap the benefits of a simple evaluation process that causes the “wrong” people to quit and the superstars to build your organization with you
- Deliver a repeatable, impressive Front Stage experience for your clients and prospects
- Develop the Back Stage systems and training that ensure scalable, predictable processes
- Focus on Niche Marketing
- Referrals: how “1 from many” crushes “1 from 1” and a systematic way to get them
- Develop young advisors in your image – speaking and acting with prospects and clients exactly the way you do
- Michael shows you the proper way to treat your son or daughter (or any young advisor in your firm) by sharing the actual training plan his firm uses to develop advisors
- Why teaching a new advisor to work with your small clients will prevent them from ever becoming a successful advisor
- Your next critical move towards an ensemble firm and away from a silo firm
- Break the rules of linear thinking to deliver a consistently impressive client experience
- Commit to the non-negotiable qualities to pursue in your first hire
- Master the unique scheduling system that leads to laser-focus and more enjoyment. You are in the results economy, not the time and effort economy – it’s not about logging in long hours!
- Leverage your schedule to strengthen your role as CEO
- The habits that have brought you to your current success will extinguish your ability to have a different future
- Fail. Forward. Fast.
- Not moving begets not moving
- The difficulty with innovation – surprisingly, it’s not the ability to get new ideas in…
- Establish your firm’s Core Values
- Build a cohesive Leadership Team
- Hire/fire/promote/pay around your culture
- Hire Slowly/Fire Quickly
As President of Impacting Advisors Coaching, Michael P. Grossman, CFP® has been mentoring and inspiring highly successful advisors since 1990. He is a prolific public speaker who has presented hundreds of Retirement Empowerment Workshops throughout the United States and is well-known in financial circles for his captivating and enlightening seminars. Dedicated to talent development, he has his grown AdviceOne Advisory Services from 3 to 50+ employees and over $2 billion in AUM by abandoning the silo and creating a true ensemble business.
Michael is a big believer in insisting on firm-wide systemization of everything - especially a “purple” experience for clients. He focuses his Coaching clients on transforming strong advisor-led practices into extraordinary team-managed businesses.
“Michael recently delivered a powerful and thought-provoking keynote address as well as performed on-the-spot “live” business coaching during our Broker Dealer’s National Conference.”
Inman Porter
Vice President, Advisor Relations SFA Partners
SFA Partners 2023 National Conference, Savannah, GA
“His exceptional storytelling ability combined with his real-world experience running a wildly successful business left our audience inspired, motivated, and eager for more.”
Inman Porter
Vice President, Advisor Relations SFA Partners
SFA Partners 2023 National Conference, Savannah, GA
“I left with more ideas than any other coaching program I had attended in my 25 years in this business. Great curriculum.”
Dan G. Kress, ChFC®, CFP®
Senior Advisor, Kress Financial Services
Erie, PA
“I am honored to provide a glowing endorsement of Michael P. Grossman, CFP®. Michael recently delivered a powerful and thought-provoking keynote address as well as performed on-the-spot “live” business coaching during our Broker Dealer’s National Conference to an audience of over 100 Financial Advisors and Leading Industry Professionals. His exceptional storytelling ability combined with his real-world experience running a wildly successful business left our audience inspired, motivated, and eager for more. Michael was truly able to connect with each individual in the audience and deliver as he calls it, a “purple” experience; taking us behind the curtain showing the “WHY” behind everything his firm is doing to continuously improve and innovate. This speaker undoubtedly left a lasting mark on our conference, and I know he would be the same invaluable addition to any conference or event fortunate enough to have him.”
Inman Porter
Vice President, Advisor Relations SFA Partners
SFA Partners 2023 National Conference, Savannah, GA
“He is especially impressive fielding questions and answers from advisors. I’ve always been amazed at the way he cuts to the heart of the question and gives intelligent, perceptive answers to their questions.”
Wade Wilkinson
Broker Dealer President/CEO, Securities Service Network
Knoxville TN
“We heartily endorse Michael as a speaker and encourage anyone in this business who desires to serve clients better and is interested in growing his or her business to take advantage of the opportunity to learn from one of the very best in the business.”
Steve S. Hall, CFP®
Founder, Retirement Planning Services
Knoxville TN
“Michael is probably the best seminar speaker I’ve heard. He is a great teacher and a great presenter. Most of the people who leave his seminars swear Michael is the best speaker they have ever heard! If you are a top producer, go to Michael’s seminar.”
Scott R. Cohen, CFP®, CFS®, CAP®
Founder & CEO,CD Wealth Management
Dallas, TX
“Two of our advisors and key staff members attended the FSI Conference. Michael Grossman’s speech hit on so many things we’re currently dealing with. After working with Michael, there is an excitement and direction for our group now. I’m scared, but I’m ready and excited. I continue to be wowed in every interaction we have.”
Carrie Sigler
Chief Operating Officer, The Horizon Group
West Henrietta, NY
“I saw Michael speak at the national conference two years ago and was quite enamored with the principles he discussed and knew that we needed to implement them if we wanted to achieve serious growth. It took us a bit of time to take the plunge, but we signed up for their coaching a couple months ago and so far have been thrilled with the coaching we have received and are confident that it will be key to our success moving forward. I think the vast majority of advisors would benefit significantly from hearing what Michael has to say.”
Holden Fox, CWS®, AIF®
Managing Partner, The Fox Alliance
Austin, TX
“If you’ve been successful in the business twenty years or so, you rarely see a coach or speaker who truly understands what it took to get there, and the complexity you’ve created along the way. Usually, all you hope is to find a nugget or two that you can take away and make incremental improvement. Michael has the ability to turn your business into a systematized machine and help you accomplish anything you wish – whether it’s time off, clearing up nagging issues with a partner, or cloning a stable of young advisors to drive your practice in the future. One of the luckiest days of my career is the day my staff saw Michael speak at the FSI Conference in Washington, DC and dragged me into his session. Today, you couldn’t drag me away from his coaching and counsel!”
Mark A. Congdon, AIF
Founder, Senior Partner, The Horizon Group
West Henrietta, NY
“I heard Michael speak at the First Allied National conference three years ago and decided to join his program. He did a fantastic job at the national conference, and I believe that he could fit your vision of a ‘TED talk’ type of program. I have been amazed at the amount of progress that his coaching program has helped our firm in just 1½ years. Prior to Impacting Advisors Coaching, we have had a different coaching relationship for 10 years. We have implemented more with Michael’s group in 1½ years than we did for the last 5 years with our previous program. As an active advisor with over 30 years experience in the business, Michael has a way of cutting through the issues and helping advisors solve problems with their firms.”
Brian Everett
Founder CEO, Everett Financial Group
Dallas, TX
“I first heard Michael speak at the FSI Conference. It is obvious that he genuinely enjoys coaching other advisors. After joining the Impacting Advisors Coaching Program, I attended my first live meeting. I had been to many conventions, coaching sessions, etc., and I left with more ideas than any other coaching program I had attended in my 25 years in this business….by far. Great curriculum, everything stayed on schedule and Michael certainly has an amazing talent for communicating concepts. I have worked with other coaches in the past, and unquestionably, my return on investment on Impacting Advisors Coaching Program greatly exceeds all others. I certainly have a much better understanding of where I want my practice to go. I consider it a great use of my time, and I am very confident these sessions will have a dramatic effect on my practice in the years to come.”
Dan G. Kress, ChFC®, CFP®
Senior Advisor, Kress Financial Services
Erie, PA
“Michael is probably the best seminar speaker I’ve heard. He is a great teacher and a great presenter.”
Scott R. Cohen, CFP®, CFS®, CAP®
Founder & CEO,CD Wealth Management
Dallas, TX
“This speaker undoubtedly left a lasting mark on our conference, and I know he would be the same invaluable addition to any conference or event fortunate enough to have him.”
Inman Porter
Vice President, Advisor Relations SFA Partners
SFA Partners 2023 National Conference, Savannah, GA
- We request that Michael be able to run the presentation from his own laptop (Windows laptop with HDMI output). He will bring all adapters and will be ready to plug in. He will need a projector with HDMI connection for our laptop. Michael’s microphone preference is a lavalier (lapel clip-on) and two wireless handhelds for audience Q&A.
- He will need two large whiteboards (at least 4’ x 6’).
- Our team will need Wi-Fi access for 3 people.
- No podium, but instead, a small low table and armless chair for speaker (next to projector table).
- Please have servers refrain from serving food or clearing plates during Michael’s presentation.
- If you wish to record the event, please notify us in advance. We request pre-approval of any materials relating to Michael’s session.
- If possible, projectors or screens should be set off to the side(s) of the stage and not in the center so that Michael isn’t walking through the light of the projector. Please arrange a time for him to do a quick walk-through and sound check when attendees are not in the room.
- Michael would love to have a chance to meet with attendees after his presentation. Let’s plan for a location and time in advance.
- When booking a hotel reservation, please reserve two non-smoking, king bedrooms guaranteed for late arrival and late checkout if possible, and ground transportation from airport to and from hotel.