Grow Your Practice by Being the Advisor Clients Tell Their Friends About.
Chris Sund speaks at financial advisor conferences, wealth management meetings and broker-dealer events about the business of growing a practice: winning new clients without feeling like a salesperson, building a client experience people talk about, and hiring and leading the team that lets an advisor grow past what one person can handle. He leads fast-growing companies, and he brings the same habits to a room full of advisors.
What a Financial Advisor Audience Gets
Advisors who come to a broker-dealer conference or a wealth management summit already know markets, planning and products well. Many of them got into the work because they like helping people, and some are less comfortable with the parts of the job that feel like selling. At the same time, the practice has to grow. Clients expect more than performance numbers, the next generation of clients wants a different kind of relationship, and an advisor who wants to serve more families eventually needs a team that can carry part of the load without the client experience slipping.
Chris speaks to those parts of running a practice. He does not talk about investments, products or regulation, and he says so at the start. He talks about how relationships are earned and kept, how good questions do more than a polished pitch, and how to hire and lead people well. Those are the habits that helped Uniti Med grow 10x in revenue in two years, and he translates them into the language of prospect meetings, annual reviews, referrals and a small office team.
For Advisors
Growing a book of business through better conversations, steady follow-up and real referrals.
For Practice Leaders
Hiring, onboarding and leading associates, paraplanners and client service staff.
For Client Service Teams
The small moments that make clients feel known instead of processed.
For Home Office and Field Leaders
Building a culture advisors want to join and stay with.
Topics for Financial Advisor and Wealth Management Conferences
- Sales without being salesy. Chris uses LOCKS to help advisors understand where a prospect really is, ask the questions that matter, and handle hesitation with patience instead of pressure. More in You Are Capable of More Sales.
- Growing a practice. Follow-up that does not feel pushy, asking for introductions in a natural way, and protecting time for the activities that actually bring in new families.
- Client experience. Why clients often remember how a meeting felt longer than the numbers in it, and how small, consistent moments of attention build trust. See The Power of Small Moments.
- Building and leading a team. Hiring for traits rather than a perfect resume, setting new team members up to succeed, and leading people when you are also the person producing most of the revenue. See Your Team Is Capable of More.
- AI for the practice. Drafting client follow-up emails, meeting agendas and social posts in minutes, while keeping the advisor’s judgment and the firm’s compliance process in charge. See Take Back Your Time with AI.
Proof: Sales and Business Leadership Stages
Chris gave the sales keynote at the Definitive Healthcare Sales Kickoff in Boston in front of more than 800 people. He led The Leadership Exchange for young professionals from across the Omaha business community through the Greater Omaha Chamber, and he has taught objection handling at the emPower Breakfast.
Chris would be an incredible addition to any live audience. I’ve had the privilege of seeing Chris speak a few times now, including at our company’s Sales Kickoff in front of 800+ people — which he crushed. Each time he finds a unique way to connect with his audience on both a personal and professional level, keeping everyone engaged and attentive.
Chris Sund’s Leadership Exchange was a great experience. It sparked new ideas and got me thinking differently about leadership. I also really enjoyed the conversations with other local young professionals. Definitely worth attending.
Chris did an awesome job facilitating the Leadership Exchange. He created a really open, comfortable environment where great conversations just naturally happened. Walked away with fresh perspectives and ideas I’m actually going to use. Highly recommend any opportunity to learn from him!
Programs for Financial Advisor Conferences
Every session is customized to the room, whether it is a national broker-dealer conference, a regional advisor meeting or a single firm’s annual gathering.
You Are Capable of More Sales
The LOCKS framework for winning clients through trust rather than pressure.
The Power of Small Moments
The CARE approach to a client experience people remember.
Your Team Is Capable of More
Building and leading the team that lets a practice grow.
You Are Capable of a Better Culture
The SPARK framework for firms that want advisors and staff to stay.
You Are Capable of More
The signature keynote for a general session or recognition event.
Formats
Each program runs as a keynote, a breakout, a half-day workshop or a full-day workshop, in person. Opening general sessions and top-producer recognition events both work well.
Keynote
A conference general session with stories and one practical idea for the next client meeting.
Breakout
A practice management or business development track with time for questions.
Half Day
Advisors work through their own prospecting and follow-up process and leave with a written plan.
Full Day
A growth day for an advisor team or a leadership day for branch and practice leaders.
Who Books This Session
Related pages: Banking and Financial Services Keynote Speaker · Insurance Keynote Speaker · Credit Union Keynote Speaker · CPA and Accounting Firm Speaker
What Financial Advisor Conference Planners Ask
Does Chris give investment or financial advice in his sessions?
No. He does not speak on investments, products, markets or regulation. His sessions cover the business and people side of running a practice: client relationships, sales conversations, client experience and building a team.
Many advisors do not like to think of themselves as salespeople. How does Chris handle that?
He agrees with them, in a way. His LOCKS framework is about understanding what a prospect needs, asking better questions and following up with care, so advisors can grow without using pressure tactics that do not fit who they are.
Has Chris spoken to sales audiences before?
Yes. He gave the sales keynote at the Definitive Healthcare Sales Kickoff in Boston in front of more than 800 people, and he speaks regularly on sales, objection handling and leadership for business audiences.
Can the session be built for both advisors and their staff?
Yes. Client experience and team leadership sessions work well when advisors and client service staff hear them together, and Chris shapes the examples once he knows who is registered.
What formats are available?
A keynote, a breakout, a half-day workshop or a full-day workshop, all in person.
You Are Capable of More
The bestselling book behind the keynote, and the winner of the How-To category at the 2026 Paris Book Festival. Ten principles for closing the distance between where someone is today and what they are capable of.
Firms often order copies for new advisors, top producers or a whole region, so the ideas keep working after the conference ends.
He Grew a Company Through Relationships
Chris is President & COO of Uniti Med and GQR Healthcare and COO of Nebula. He helped grow Uniti Med 10x in revenue in two years, which earned #3 on the Inc. Regionals list of the fastest-growing companies in the Midwest and a Fortune Best Workplaces award.
That growth came from the same things advisors care about: earning trust one conversation at a time, following up when it would be easier not to, and building a team that treats every client like they matter. He has spent the past decade in healthcare staffing, where the business depends on relationships with clients and with the people you place.
He is the bestselling, Paris Book Festival award-winning author of You Are Capable of More, and he writes for Forbes and Inc.
Stages I Have Spoken On
Where Sales and Business Audiences Hear Chris
Sales kickoffs, business leadership programs and the rooms where his sales material was built.
Definitive Healthcare Sales KickoffBoston, MA · 800+ peopleGreater Omaha Chamber Leadership ExchangeOmaha, NEemPower BreakfastBellevue, NEGreater Omaha Chamber POWER ConferenceOmaha, NEDisruptHR OmahaOmaha, NEMICA Fall Business MeetingsOmaha, NE · Oct 2026Also: Banking and Financial Services · Insurance · Mortgage and Lending Sales · All Industries · See all speaking engagements →
Bring Chris to Your Financial Advisor Conference
Tell Chris who will be in the room, the format you are considering and what your advisors are working on this year. You’ll get a quick, honest answer on fit and availability.
Check AvailabilityResponse within one business day · Speaker kit, bio & headshots