peter mcgee, PCM® | keynote speaker
EMPOWERING FINANCIAL PROFESSIONALS with marketing, branding & business development.
As a Professional Marketer and Sales Trainer, Peter McGee has developed expertise over many years across various industries, most notably Financial Services.
With roles in the Marketing Leadership profession starting in 2008, Peter has honed in on exactly what makes your clients and prospects make one decision over another, and can train you (and your group) to influence those decisions to create value for your business.
Below, you’ll find a list of just some of the topics that can be presented for your event. Please note, however, these can be adjusted to match your theme and desired takeaways. You can also request a brand new topic; Aas so long as it’s relevant to marketing, branding and sales, a presentation can be created custom for your event.
★ ★ ★ ★ ★
“[Marketing] is actually my background, and I learned so much from you. It was very informative, and you really gave us tools to take back, that we could utilize in our business.”
Jay Amin
/
Advocis
2025 KEYNOTE TOPICS
_ Option of 60 or 90 minute presentations
i. How to Attract More of the Right Clients
Stop chasing leads and start attracting ideal clients who truly value your advice. In this keynote, you’ll learn how to clarify your value proposition, align your messaging with what your best clients care about most, and create a magnetic brand presence that brings the right people to your door—consistently.
- 60 to 90 minutes
- Q&A Encouraged
- Slide Deck to be used
- Available as a Lecture or a Workshop
ii. Plan and Execute a Successful Client Event
Great client events deepen relationships, drive referrals, and enhance your brand—but only if they’re done right. This session covers the complete blueprint for designing unforgettable experiences, from strategic planning and promotion to post-event follow-up that turns appreciation into advocacy.
- 60 to 90 minutes
- Q&A Encouraged
- Slide Deck to be used
iii. Add Rocket-Fuel to Your Business Referrals
Referrals are the lifeblood of a thriving practice, but many advisors rely on luck more than leverage. Discover how to build a referral ecosystem using simple, scalable systems that activate your existing network, engage your Centres of Influence, and make referring you a no-brainer.
- 60 to 90 minutes
- Q&A Encouraged
- Slide Deck to be used
- Available as a Lecture or a Workshop
iv. Artificial Intelligence for Financial Advisors
AI isn’t just a buzzword—it’s a business advantage. In this dynamic talk, you’ll discover practical ways to use AI tools to save time, personalize client communication, streamline operations, and stay ahead of the curve—without losing the human touch that sets you apart.
- 60 to 90 minutes
- Q&A Encouraged
- Slide Deck to be used
v. Get the Most Out of Your Marketing Budget
Whether your budget is modest or robust, too much of it is likely being wasted. This keynote reveals where to focus your marketing dollars for maximum ROI, how to avoid common pitfalls, and how to align your spend with your business growth goals for long-term success.
- 60 to 90 minutes
- Q&A Encouraged
- Slide Deck to be used
“I really enjoyed your session Peter! My biggest takeaway was the importance of specifying your niche. The generalist auto repair shop vs a dealer-certified one was a great analogy – one I may have to share myself going forward!”
Alison Campbell
/
Scotia Wealth Management
★ ★ ★ ★ ★
“Peter has unique expertise in Marketing, Business, Coaching and Brand Development. He is a true expert in his field, and I would not hesitate to recommend him to any event that requires the very best Marketing Specialist.”
Christopher Sargent
/
Western Financial Group
Interested in booking Peter McGee for your event?
Inquire now by providing your contact details below!