Presentation Topics

Paul Kingsman combines intimate industry knowledge with outstanding, captivating presentations.

All of Paul's presentations are available as keynotes, breakouts, seminars, and workshops.

From Passion to Peak Performance

4 Steps to Be a Distraction-Proof Advisor

Advisors learn

  • How to build repeatable systems for servicing clients and finding new ones
  • Words that actually work in the real world when asking for referrals
  • How to focus on small details that make a big difference over the long haul
  • Ways to build an effective daily routine

“Thanks for delivering such an effective, targeted package! Your customized pre- and post-meeting multimedia messages were new and effective — they really primed our team members for the meeting and then provided practical help implementing the principles you taught. Not to mention that your keynote presentation was outstanding! You went way beyond our expectations!”

— David P McHugh, Partner, New York Life

Change Mediocre Monologues to Compelling Conversations

Convincing Clients, Adding Assets, Raising Revenues

Advisors learn

  • How to present powerfully every time to effectively position themselves with prospects and clients
  • Practical ways to immediately and deeply connect
  • Steps to build trust with prospects and clients
  • How to find more ideal clients sooner

comerica_sm“Your points left us better equipped to achieve our objectives and gave us ideas and tools that will make focusing much easier.”

— Michael A. Silva, Senior VP & Group Manager, Comerica Bank

Maximize Profits

Key Processes to Measure, Monitor, and Multiply Growth

Advisors learn

  • Effective time and energy management techniques
  • Easier ways to measure and track business
  • How to manage more clients without increasing staffing
  • Who and how to hire next

fwa_crop“You made us realize how easily we’re distracted! Your compelling, practical message gave us effective tools to refocus and address the truly important issues we face everyday.”

— Carole Weller, Professional Development Committee Chair, Financial Women’s Association of San Francisco