Attracting and retaining top advisors in a shifting workplace
Timing
Knowing when to adopt new technologies vs. when to hold steady
With AI, inflation, and blockchain all hitting at once, Hilltop leaders face one core challenge: keeping trust, talent, and timing aligned.
Critical Themes to Tackle
AI and Advisor Augmentation
How artificial intelligence is reshaping advisor capabilities and client expectations
Blockchain in Trust Infrastructure
Understanding the real applications beyond the hype
Market Volatility & Economic Sentiment
Navigating client emotions during unprecedented financial uncertainty
Workforce Strategy & Retention
Building teams that thrive in the new world of work
Meet Frankie Russo
8x Inc. 500 Founder
Built two of America's fastest-growing companies with proven, replicable growth strategies that work across industries.
AI Pioneer
Launched machine learning and early AI software companies in the U.S. and India, translating cutting-edge tech into practical business applications.
2x Bestselling Author
Author of The Art of WHY and Breaking WHY, Frankie's frameworks have helped thousands of leaders drive transformation.
New World of Work™ Co-founder
A leader in a Work revolution reimagining how people, purpose, and technology collide to drive meaningful progress without human fallout.
Built for Growth. Wired for the Future. Frankie brings a unique combination of entrepreneurial success, technological expertise, and strategic vision to associations and organizations navigating the Age of AI.
Why This Talk Now
World in Reload
The world's not just changing, it's reloading. Clients are anxious. Advisors are stretched. Technology is rewriting the playbook, but most firms are still reading from the old one.
Experience-Based Perspective
Frankie Russo brings a fresh lens; one built not on theory, but on two decades of leading through disruption. This talk unpacks the real forces reshaping financial services today.
A Voice You Can Trust
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Pattern Recognition
Cutting through complexity to reveal what matters
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Practical Mental Models
Frameworks that translate insight into action
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Real-World Leadership
Grounded in experience, not theory
Frankie positions himself as a sense-maker rather than a futurist, translating complexity into clear, actionable strategies through his signature Growth Loop™ framework.
Designed for Today's Leaders
High-Trust Advisors
Built for professionals who understand that client relationships are their most valuable asset in turbulent times.
Forward-Looking Leaders
Crafted for executives navigating the intersection of wealth management, technological disruption, and shifting client expectations.
Economic Navigators
Designed for those guiding clients through unprecedented market volatility while maintaining confidence and clarity.
What You'll Walk Away With
Technology Clarity
A simple lens to understand blockchain, AI, and digital disruption—minus the hype
Emotional Economy Insights
New insight into how cost of living and market noise are reshaping client trust
Future-Proof Toolkit
The Growth Loop™, Client Clarity Prompts, and Genius Mapping for team success
Leadership Reframe
Transform from wealth managers to transformation guides
What Leaders Are Saying
Apple
Emory Osgood
"Frankie helped our team shift perspective and unlock creative breakthroughs. The energy was electric."
Boeing
James Wardle
"An immersive and unforgettable session that made our collective genius feel personal and powerful."
Honeywell Home
Ryan Strassburg
"An inspiring and relevant experience that gave us clarity, tools, and real direction through this Next Era."
Kaiser Permanente
Jorge Zamora
"Frankie was engaging, dynamic, and genuinely inspiring! He kept us locked in, laughing, and walking away knowing how to harness our genius in the age of AI. He makes complex concepts feel personal and accessible. Highly Recommend!"
Trusted by Industry Leaders
High-Energy Delivery
Frankie's engaging style keeps audiences captivated while delivering substantial, actionable content that drives real change.
Practical Takeaways
"Frankie provided our team with the most actionable growth framework we've ever implemented. Six months later, we're seeing double-digit growth." — VP | Apple Retailer
Elite Clientele
Frankie has delivered keynotes for Fortune 500 companies and industry leaders across government, technology, finance, retail, media, Non-profit, manufacturing, real-estate & more.
See Frankie in Action
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Frankie's sessions blend powerful storytelling with practical frameworks that stick. His authentic, high-energy approach creates memorable experiences that inspire immediate action.
Ready to Transform Your Integration Business?
Schedule a Call
Connect with Frankie & the CSEP team to discuss your event goals and audience needs.
Customize Content
Schedule your Pre-Event strategy calls! Frankie will tailor his "Growth Loop" framework specifically for Hilltop Wealth Management.
Deliver a Game-Changing Keynote
Watch your attendees leave energized with actionable growth strategies.