Principal in Richard Capalbo Enterprises, LLC
Keynote Speaker and Author
Coach to Financial Advisors and CEOs
Founder of the Quantum Leap Institute
Founder of Broad Street Productions
Richard Capalbo’s career on Wall Street spans more than 45 years – he has held numerous positions in the securities industry including Registered Rep, Branch Manager, Sales and Marketing Manager, District Manager, President, Chairman, and CEO of a Brokerage firm. He has been involved with SIFMA (Securities Industry and Financial Markets Association) and its predecessor for 35 years. He was chairman of the Securities Industry Institute and Chairman of the Sales and Marketing Committee. He began his career in the securities industry as one of the pioneers in the use of Modern Portfolio Theory.
Today Richard Capalbo is one of the most sought after keynote speakers on Practice Management, Enhancing Productivity, Client Relations and Customer Service.
Richard Capalbo lectures extensively throughout the securities, mutual fund, banking and insurance industries as well as at numerous Universities and Executive Education programs. He attends over 120 corporate retreats, workshops, university lectures and private engagements per year.
He has delivered over 1,000 keynotes to various industries both public and private on topics relating to building your business, developing leadership skills, becoming a life advisor, optimizing human potential, prospecting and client relationship management.
He has co-authored two books on Investment Management and Customer Service, “The Ultimate Customer Service Model” and “Becoming a Life Advisor”.
He has published over 20 white papers in the areas of Customer Service, Increasing Productivity of Sales People, Creating Successful Teams and many more.
Richard Capalbo enhances Individuals behavior by analyzing changing trends and helping individuals adjust to these changes. He believes there are different recipes for success so he shares his experience and insight in customized coaching services and training programs for Advisors and CEOs in several technology firms on all aspects of corporate finance and marketing issues.
“By doing business with people we like and by doing wonderful things for them whenever we can, we build a robust capacity to enjoy the process. As such, you will enjoy what you are doing so much, you will feel like you are never working a day of your life.”