028: Pete Vargas on Winning Local Stages, Creating Signature Talks that Convert & How to Advance Your Reach

028: Pete Vargas on Winning Local Stages, Creating Signature Talks that Convert & How to Advance Your Reach

In this episode, I talk with Pete Vargas, aka “The Stage Whisperer” who since 2003 has been responsible for booking over 20,000 stages at events worldwide. He’s the founder and CEO of Advance Your Reach and besides just being all around one of the nicest people I’ve ever met, he drops some serious knowledge on this episode about how you as a financial advisor can book local stages in your backyard that you probably didn’t even know existed… oh and it doesn’t require a 10,000 piece mailer or a Ruth’s Chris steak dinner either.


Here are a few highlights from our conversation:


  • Pete starts off with his story about how a speaker literally changed the trajectory of his life and how it led him to what he does today.
  • Next we cover Pete’s Story Braid Framework and how following it’s 4 steps will help you connect, educate, and best of all, convert your audience.
  • Then Pete uncovers the thousands of opportunities advisors have nationwide to land local speaking gigs, that from my experience, most of you aren’t taking advantage of and probably don’t even know exist. The best part, they are often free, don’t require direct mail or buying dinner, and you can handpick your ideal prospects, groups that consist of business owners, CEOs, doctors, lawyers, or dentists to name a few.
  • Lastly, Pete does a live role play of the exact conversation he used to land a speaking gig at the White House for one of his clients and how you can use the same framework to book stages in your own backyard.

Already heard it once or twice? Please leave a short review here, and tell me which guests I should have on!





  • [04:08] How did Pete go from a youth pastor in Texas to becoming known as The Stage Whisperer who has booked 25,000+ stages across the world for people who want to share their message?
  • [14:42] The 3 things you need to do REALLY well as a financial advisor, in order to effectively use speaking in your business. 
  • [16:56] Pete breaks down The Story Braid Framework and exactly how advisors can create an incredible signature talk that converts. (BTW, less than 2% of speakers actually use this technique.)
  • [31:00] Pete explains the massive speaking opportunities that financial advisors don’t even know exist!
  • [37:56] Learn the step-by-step process to booking and winning the stage.
  • [55:01] Pete shares an extremely effective phone script every financial advisor can use to land local stages. This is the same script Pete used to win the White House in 2007.
  • [59:47] How to determine a win/win solution and communicate it effectively to get event organizers to say “YES!”  
  • [01:09:51] Pete shares the story of how and why he hired his financial advisor.
  • [01:18:14] The first person Pete thinks of when he hears the word “successful.
  • [01:18:53] Pete’s favorite book and how it impacted his life.
  • [01:25:02] Pete shares the 3 contributing factors that led to his success.


  • Connect with Pete Vargas

Website | Facebook |Twitter



Thanks for checking out our latest show, here’s this weeks featured review! This one comes to us from J Ruhl who says:

Elite Advisor Blueprint - iTunes Review J.Ruhl

JRuhl thanks for the kind words my friend! Michael Hyatt and Ron Carson’s episodes were definitely two of my favorite conversations from a couple of guys I really respect, and there are still a few months left in 2017, so will do my best to keep delivering from my side!


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This is provided for informational purposes only. Producers are ultimately responsible for the use or implementation of these concepts and should be aware of any and all applicable compliance requirements

Please keep in mind; “Free” is a prohibited term for many advisers, using “complementary” or “no-obligation” as a replacement for “free” is a best practice. Rule 206(4)-1(a)(1) of the Investment Advisers Act prohibits the use of client “testimonials” in an advisers advertising; seminars and speaking engagements are considered advertising, and the rule may apply to “implied testimonials;” stories about client experiences, shared by the adviser with the audience.

Federal law, state law and/or insurance carrier requirements may prohibit or place limitations on marketing activities. All producers and investment advisers should be aware of any gifting limitations imposed by federal regulation, state regulation, insurance carriers, broker-dealers and Registered Investment Advisers, as applicable. Investment advisers are strongly encouraged to obtain pre-approval from the broker-dealer and/or Registered Investment Adviser with which they may be affiliated.

Results from the use of these concepts are no guarantee of your future success.

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