Memorable Presentations

Great Results, Personable, High Integrity

“The audience you are trying to reach is the key and no speaker I ever hired has had more impact on the audience than David Solie. He gets people thinking about the really important subjects and encourages constructive moves as a result”

Devon Baranski, Managing Director/Regional Manager for the Southwest, Morgan Stanley

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Compelling Content, Compassionate

“David Solie is a thought leader in what I call the fifth dimension of family wealth: personal wellness and health. Family offices, serving professionals, and individuals who are looking for someone who can assist them in understanding how to plan for or deal with difficult life care and health care decisions will find that David is an incredible resource. His work in helping us create more satisfying communication bridges between our eldest generations and their boomer children, as well as his exploration of the challenges facing boomers as they approach the second stage of their adult life, are ground-breaking. I strongly endorse David's compassionate professionalism and know you will be well served when you engage his services.”

John "John A" Warnick, Senior Partner, Holme Roberts & Owen LLP

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Great Results, Expert, High Integrity

“David led a powerful discussion with sixty of our best financial advisors helping them understand the needs of their ideal clients. He has an ability to take great research and complex communication issues and distill them down to common sense conversations. Everyone enjoyed the time spent with David. We can't wait until the next time we work with him."

Steve Atkinson, Executive Vice President, Loring Ward