What Makes an
Effective Presenter (0:30)
How Old is Old? (1:44)
Rising Longevity (1:44)
What is Retirement? (1:05)
Opportunities for
Financial Services (0:49)
Demography is De$tiny (1:44)
Retirement is Changing (1:08)
Role of the Financial Advisor (0:32)
Benefits of Working
for Age Wave (0:16)
Financial Implications of Long Life (1:24)
What Boomers Want from Financial Advisors (0:59)
“Thanks for your tremendous efforts in putting on a presentation that kept the attention of every single one of our independent financial advisors. We received outstanding feedback on both your substance and style. One of our best Speaker Series events ever!”
Alan E. Canale,
SVP Corporate Development,
Sentry Select Capital
“Many people commented on what a great presenter you were. We especially enjoyed your video clips and felt the humor you used throughout the presentation was wonderful. This definitely surpassed our expectations. I especially appreciate the fact that you got a sense of who we are, who our clients are, and what we were really trying to accomplish and folded that nicely into your presentation.”
Deb Wetherby,
CEO,
Wetherby Asset Management
“The feedback from the financial advisors and clients was outstanding—everyone enjoyed your contribution, and I know we will have a huge turnout for our next Merrill Lynch Baby Boomer University event as a result of your excellent work. Many thanks! Our clients and financial advisors will be the beneficiaries.”
Janet Caylor,
Regional Managing Director,
Merrill Lynch, Houston
“Dan Veto’s presentation on retirement was both thought-provoking and motivational. He used his financial services background to really make his points come alive for our audience of several hundred banking relationship managers. His presentation has helped me build important momentum and enthusiasm for our retirement initiatives.”
Geoff Brooks,
Senior Vice President,
Retirement Services
HSBC Bank
“Dan Veto’s presentation style is a powerful blend of ENERGY and INSIGHT!”
Jeff Gundersen,
Chairman
Direct Marketing Association,
Financial Services Council
“Dan Veto's engaging presentation is a ‘must see’ for any company looking to capitalize on the retirement market.”
Farrell Dolan,
Executive Vice President,
Retirement Services
Fidelity Investments
“Dynamite! Dan Veto’s presentation was enthusiastically received by rookies and veterans alike. His session helped ignite our best year ever and blast us ahead to be ranked #1 in sales growth!”
Hasan Jaber,
Branch Manager,
Bankers Life and Casualty Company
“His message had clarity, fascinating information and charm. He got the highest marks from a group known for its critical discernment. An excellent and memorable presenter. We can’t wait to have him back.”
Robert N. Butler, M.D.,
President and CEO,
International Longevity Center
“Riveting! Dan Veto uses a clear grasp of the macro changes underway within the institution of retirement and combines it with his hands-on financial services experience to deliver a highly relevant, compelling message. He is a must-hear!”
Michael Kostoff,
Executive Director,
Corporate Executive Board
“His retirement market expertise extends well beyond just knowing ‘the numbers.’ He provided details on how to emotionally connect with the hearts and minds of this rapidly growing segment.”
Susan Morisato,
Board Chair,
LIMRA International,
and
Chief Operations Officer,
Senior and Retiree Services,
Ovations, United Health Group
“Dan Veto’s presentation on the ‘new retirement’ really stretched our thinking about the implications for our business.”
Richard Levine,
Vice President,
Active Trader Marketing
Charles Schwab
Dan Veto, Senior Consultant
Dan Veto has been considered by many to be at the vanguard of the “age wave” demographic and social imperative. Mr. Veto’s pioneering efforts have guided leading organizations, their distributors and their clients to recognize the exciting promise and critical new financial and lifestyle responsibilities associated with finding fulfillment at age 50+.
Mr. Veto is a highly sought after keynote speaker on the changing nature of life at 50+ and retirement.His dynamic presentation style consistently receives high praise from clients and attendees alike.He is frequently a featured expert in the media on the topics of aging and retirement.His insights have appeared in various consumer and trade publications such as The New York Times, BusinessWeek, SmartMoney, Financial Planning and Research Magazine.
Mr. Veto led the development and implementation of Age Wave’s cutting-edge, proprietary research-based survey and reporting tool, Retirement Bridge, designed to help financial advisors understand the unique retirement hopes and fears of their clients. In addition, Mr. Veto co-led the “Future of Retirement” initiative sponsored by HSBC Bank including a thought leadership study conducted among 20 countries, with 20,000 respondents, resulting in far-reaching and seminal global insights about retirement ever revealed. The initiative garnered global media praise and were used to transform HSBC Bank’s retirement strategy.
Prior to joining Age Wave, Mr. Veto served on the Board of Directors and was Chief Marketing Officer and Senior Vice President of Strategic Planning at Bankers Life and Casualty Company, a firm focused on meeting the financial security needs of retirees. There, he undertook an innovative research program that uncovered the emotional drivers of retiree purchasing behavior and translated the findings into results-driven agent and employee educational programs.
Mr. Veto began his career at McKinsey & Company, where for nearly ten years he advised clients in the U.S., Mexico and throughout Europe in the financial services and healthcare industries. He earned his B.S. in Electrical Engineering from the University of Illinois and his M.B.A. from INSEAD, the international business school in Fontainebleau, France. He resides in the San Francisco Bay area with his wife and two daughters.
For more information about availability and fees for Mr. Veto’s speaking engagements, please contact Robyn Reynolds at