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Paul Kingsman

Speaker | Author | Coach | Olympic Medalist

Helping Financial Professionals Overcome Distractions, Grow Revenue and Succeed Sooner

Paul Kingsman combines his financial services industry knowledge, his practical experience as a financial advisor, and his background as an Olympic medalist, (Bronze medal – Men’s 200m Backstroke, Seoul Olympics, 1988) to help fellow advisors overcome distractions, complete what matters most, and succeed sooner.

As a speaker, author, and executive coach, Paul provides his audiences, readers, and clients with practical solutions to their everyday business challenges. He knows and teaches what works in the real world so advisors can take the actions needed to achieve and enjoy success instead of just talking about “getting there one day.”

Paul regularly receives rave reviews for his engaging, entertaining presentation style. Advisors quickly connect with his applicable messages as they see he’s one of them, with intimate understanding of the details of this industry and the first-hand experience enabling him to speak their language.

Whether speaking with large groups of advisors at national or regional meetings, working with small groups in workshop settings, or providing personalized one-on-one coaching, Paul helps financial services professionals make long-term objectives relatable to their daily activities so they can focus on and achieve what matters most.

Paul Kingsman combines intimate industry knowledge with outstanding, captivating presentations. All of his presentations are available as keynotes, breakouts, seminars, and workshops.

  • From Passion to Peak Performance – 4 Steps to Be a Distraction-Proof Advisor
  • Change Mediocre Monologues to Compelling Conversations – Convincing Clients, Adding Assets, Raising Revenue
  • Maximize Profits – Key Processes to Measure, Monitor, and Multiply Growth

“Since our time with you, the leaders of my organization have a greater focus on our company objectives. They lead with greater passion, they value the difference every second of every day makes—-and they drive for results!”
Edward Hawthorne, Senior Vice President, National Contact Center, Bank of America

“You were exactly what we were looking for in a dynamic keynote speaker: engaging and very motivational. Our reps appreciated the way you were able to relate to them, both through your life as a competitive swimmer and with your industry experience. Everyone learned from your story that success doesn’t always come easy, and that success takes hard work, determination, and the will to not give up when life gets difficult.”
Julie K Driscoll, Executive VP, Berthel Fisher & Company

“Your presentation during our annual conference was a resounding success. By combining your knowledge of the individual financial services business with your Olympic experience, you conveyed your message to stay focused and know what is important in an entertaining and even moving way. I received an overwhelmingly positive response from our representatives.”
Joe Miller, Managing Director, Independent Financial Group

 

A Partial List of Paul’s Clients

  • AIG
  • Bank of America
  • Bank of Marin
  • BlackRock
  • Nationwide
  • New York Life
  • Statefarm
  • SunAmerica
  • UBS
  • Wells Fargo
  • Woodbury Financial
Travels From:  California
City: San Francisco
$5,001 to $10,000

Biography

Paul Kingsman is a sought-after expert on how to be distraction-proof. He teaches financial services professionals how to maintain focus to successfully grow their businesses and achieve outstanding long-term results.

He knows the importance of keeping focused in life’s split seconds first hand: he trained for 13 years to swim a two-minute backstroke race at the Olympics, and won a medal by onlyfour one-hundredths of a second.

As an Olympic medalist, Paul knows the principles and processes needed to succeed in a highly competitive environment. As a financial advisor, he understands the daily business realities of this industry. His experience enables him to equip audiences and coaching clients with practical solutions to overcome distractions, pursue their priorities, and increase their AUM.

After retiring from competitive swimming, Paul applied the same success habits he had developed in the sport to business, going on to achieve big results with companies such as Speedo and Morgan Stanley, both in his native country of New Zealand and in the US. He has worked on the retail side of the financial services business with a wire house, bank, and RIA, as well as on the wholesale side with an asset management firm, giving him a broad understanding of the challenges advisors face.

With clients such as Wells Fargo, New York Life, AIG SunAmerica, BlackRock, Bank of America, and UBS Financial Services, Paul has helped advisors at some of the world’s most prominent financial companies to gain control, work smarter, and succeed sooner.

Presentations

A lurching market, email overload, or even self-doubt about finding ideal clients—these are just a few of the many distractions that can rob you of your valuable time, energy, and emotion. Distractions are costly and make it challenging to focus on what matters most—growing relationships that grow assets.

Paul is a financial advisor himself, and so he “gets it.” In this presentation based on key points from his book The Distraction-Proof Advisor and drawing from his Olympic medal-winning experiences, Paul equips advisors with mindsets, actions, and words that work.

Advisors come away with practical and actionable ideas to identify key priorities and determine next steps, so they can get on track to actually having the businesses they once dreamed about.

Advisors Learn…

  • How to build repeatable systems for servicing clients and finding new ones.
  • Words that actually work in the real world when asking for referrals.
  • Techniques to overcome everyday distractions.
  • How to focus on the small details that make a big difference over the long haul.
  • Why they’ll succeed sooner if they commit to an effective daily routine.

Powerful presentations evoke emotions, influence decisions, and lead to positive responses. Outstanding advisors guide conversations–and prospects–confidently. They don’t wing it, sound canned, or squander valuable meeting opportunities. Instead of giving random responses, successful advisors draw upon insightful, helpful, repeatable mental scripts.

Advisors Learn…

  • How to present powerfully every time to effectively position themselves with prospects and clients.
  • Practical ways to immediately and deeply connect.
  • Steps to quickly build trust with prospects and clients.
  • How to find more ideal clients sooner.

Don’t leave your client servicing and business growth to chance. Having the right systems and processes organized and documented ensures you won’t waste time, overlook priorities, or stretch you and your staff to a breaking point. Learn effective systems and structures to manage your time, talent, and energy far more efficiently and profitably.

Advisors Learn…

  • Effective time and energy management techniques.
  • Easier ways to measure and track business.
  • How to manage more clients without increasing staffing.
  • Who and how to hire next.

Areas of expertise

  • Building Relationships
  • Becoming Distraction Proof
  • Principals & Processes for Success
  • Leadership
  • Wealth Management
© 2024 Ro Morrison & Assoc.