Financial Services, Speaker and Coach


Michael Roby is a nationally-known business consultant, coach, and speaker that helps his clients and audiences get quantifiable and lasting RESULTS. In over forty-years in the professional financial services industry, Mike has acquired tremendous results-getting experience that he can eloquently transfer to others.

An international financial planning firm named Michael as one of their top five Financial Planners from 1991-1994, and he consistently ranked among the firm’s top ten advisors. He later served as the head of the Financial Institution Marketing Department for the firm.

In ten years as an Investment Wholesaler, Michael took a six-state territory with $23,000,000 in sales to over $100,000,000… in one-half of ONE state.

Since 2006, Michael has worked with financial advisors, asset managements, wholesalers, distributors, banks, and other professional services providers delivering with BIG VISION – BIG IDEAS – BIG RESULTS™!

Michael Roby serves professional service providers, and shares this wealth of experiences in three (3) ways:

  • Keynote & Breakout Speaking

  • Sales & Marketing Consulting

  • Sales, Marketing, & Executive Coaching

The best compliments come from your customers, and Michael has been honored as the “Wholesaler of the Year” by three national broker-dealer firms which he has called upon. See what others are saying in the “Testimonials” tab!

Mike is the Past-President of the National Speakers Association, Minnesota Chapter, which named the chapter’s ”Member-of-the-Year“…TWICE.

If you want to see people make positive change…hire Michael Roby!

Here’s what people say about working with Michael Roby

I’ve had the pleasure of working with Mike on several different occasions. Mike has an innate way of captivating the audience while inspiring them with new ideas to incorporate into their everyday practices. The feedback we have received from Mike’s presentations has been exceptional. I look forward to working with Mike on an ongoing basis.

Amy Rice

BB&T/Scott & Stringfellow

Mike spoke at our United Planners conference and he was extraordinary. Having been in the business for many years I have heard countless speeches on business development but Mike’s was the best. He gave a second motivational speech on “being a hero” which was truly inspirational. Excellent content with a dynamic presentation. Mike is a great speaker.

Craig Watanabe

COO, Penniall & Associates, Inc.

The message was spot on and very well received and that includes new wholesalers and those seasoned veterans.  Your insights and suggestions were practical in nature and transferable.  The analytical tools were great as well and we are discussing how the Regional VP’s can use them with their wholesalers.  Thanks again Michael.

Chris Rogers

AVP; LTC National Wholesaling Team; John Hancock

Michael Roby served as a speaker for our employees at an all-day event and we put him in front with several topics and sessions. What impressed me the most was that he had done enough research on our company to be an advocate in front of our employees. He understood enough about our culture through his research that it was very easy for me to finish the day with my preplanned comments as if we had rehearsed the pitch in total. His presentations dovetailed so nicely into my thoughts that I was able to feed off of many of the things he presented.

His understanding and communication of team and individual achievement was exactly what our employees needed to hear from a third party. I believe in small group discussions and Mike did a good job at allowing employees to find some of their own solutions in small group settings. I have also seen some good progress in our team since that event and I am convinced Mike helped us get there.

Mike did a great job for us and I recommend him to others who are looking to develop their teams.

Roger Madison

President & CEO; Bremer Bank-Marshall

Michael offers creative yet easy to implement strategies on how to improve your relationships with your clients and how to exceed your sales. Michael does his homework with every client and always exceeds expectations as a speaker.

Angela Cox-Weston

Midwest Speakers Bureau

Some of you may remember Michael Roby… he is a speaker, coach, and strategic marketing consultant. He is an unbelievable speaker.  The guy can really fire people up.

Michael D. Cole

Vice President-Investments / Financial Advisor, UBS Financial Services Inc.