Management Consulting Awards 2023 | Wealth & Finance 35. Aug23681 Keynote Presentations Specialist of the Year 2023 (USA): Richard Weylman Richard Weylman is an expert in his field who delivers practical and proven ways to acquire & keep clients for life. A researcher and management consultant specialist, Richard is also a Hall of Fame keynote speaker, inductee in the Customer Experience Hall of Fame, and an international bestselling author. Renowned for a unique consulting ability that allows him to see things from a client’s perspective and create strategies and tactics to elevate businesses, Richard is an incredible asset to have in today’s ever-evolving marketplace. Richard has also spoken at industry conferences across the world, with a primary focus on financial firms in fields such as advisory, banking, and insurance. We speak with Richard to learn more about his award-winning work and continued success with clients. With a worldwide reputation for helping his clients to understand and implement necessary changes in order to attract and retain customers, Richard Weylman is an impactful keynote speaker and workshop leader who brings his expertise to an audience of any size. Possessing a signature approach of timely and provocative research with a key blend of humour and inspiration, audiences will be left with key teachings to take away and use immediately. Richard has a wealth of experience on his side, having delivered more than 2500 keynote speeches across four continents, with audiences ranging from as few as 20 people to as many as 40,000. This knowledge makes Richard a master in tailoring his speeches to the needs of a specific audience, with a client base that is inclusive of local offices through to Fortune 500 firms. In addition to his expertise in the field of speeches, Richard is the author of two international bestselling books, The Power of Why: Breaking Out in a Competitive Marketplace, an Amazon Top Ten Business book available in seven languages and Opening Closed Doors: Keys to Reaching Hard to Reach People. Richard’s next book, 100 Proven Ways to Acquire & Keep Clients for Life, is set to be published next year by Mango Publishing and is due to be released in March 2024. Richard is also the Chair & Managing Director of Weylman Consulting and Coaching Group, a research-based firm which focuses on determining current affluent and HNW buyer behaviours and expectations within the marketplace. Thanks to this on-going research, Richard and his expert team are fully equipped to provide personalized and effective tactics to any individual or organisation, making the appropriate adjustments to grow their business and successfully retain their customers. With their considerable experience in an array of market sectors, Richard and his team of experienced professionals have aided hundreds of firms in the elevating of their business performance. They work efficiently as a team to consult, counsel, and coach clients through each necessary step to adopt to changes and achieve objectives. The team are able to offer a wide range of services, including the tapping of new markets, leveraging existing markets, creation of a powerful, distinct brand, communication strategies, elevating your team’s client experience skills, and attracting, developing, and retaining staff who seek purposeful engagement and work. A research firm that liaises directly with leaders and advisors across all facets of financial services, the subject of these discussions form commentary which ultimately acts as first-hand research on consumer perspective and trends within the industry. This continuous research has allowed Weylman Consulting and Coaching Group to remain atop of developments in the sector, making all the necessary shifts to keep clients for life and help their clients maximize the long-term value (LTV) of their client base. Further adding to the success of the firm is a commitment to always being there, with clients provided e-mail, phone, and text access to reach Richard and assigned team members at any time. Furthermore, Richard founded the Weylman Center for Excellence in Practice Management nearly ten years ago, with the purpose of bringing online learning to the financial industry through 24/7 access to education and training support. The platform includes 41 interactive online video courses, current market briefs on more than 360 different types of business, occupation, and profession, as well as proven execution tools to implement the coursework effectively, making it the ultimate solution for convenient, consistent, detailed, digital knowledge regarding the industry, Looking ahead to the future, Richard looks forward to the release of his book next March, which will be a feature at both the London and Frankfurt 2024 Book Fairs. Moreover, Richard and his team are determined to continue their intensive research into consumer needs, and the man himself will carry on delivering keynote speeches of the highest calibre, building off of this wealth of knowledge to inspire and innovate within the industry. Contact: Richard Weylman Company: Richard Weylman Inc. Web Address: www.richardweylman.com Email: [email protected]
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