Steadfast, Case Study

Equipping Brokers to See Beyond the Policy

Morris was invited to keynote the Steadfast Convention, speaking directly to brokers navigating industry complexity, digital disintermediation, and client uncertainty. His keynote cut through compliance fatigue to focus on what clients really wanted: relevance, clarity, and future confidence. The work didn’t end onstage Morris partnered on a post-event foresight series, providing tools to help brokers reframe their own value in a world of AI, autonomy, and ambient risk.

Shift: From intermediary to interpreter helping brokers move from transactional middlemen to trusted foresight partners.

The result? A standing-room keynote, a national post-event ripple, and a repositioning of what brokers offer in a future where clients question everything including who they trust for advice.