by Michael Roby | Oct 13, 2017 | Client Experience
Next week I travel to New Orleans to speak to an audience of CEO’s in a Vistage Group facilitated by Joe Liss, CPA. Joe has been a good friend and mentor for many years. Back to this audience. These people own their companies. CEO’s expect performance. They want good ideas and hate wasting time. They […]
Read More by Michael Roby | Oct 9, 2017 | Leadership, Principled Choice
This morning I went to the barbershop in for my weekly haircut. Over the last four years, my barber Matt and I have organically grown a relationship which transcends that of customer-vendor. While we aren’t pals, since 2013 we have spent upwards of 50 hours discussing family, friendship, football, faith, and business. Matt develops deep […]
Read More by Michael Roby | Oct 5, 2017 | Principled Choice
Words have meaning. In a world of text messaging, social media posts, and emoji’s we misuse words to the point of confusing others about what we mean. It’s not uncommon to hear a common phrase when people accept an award, or when they are introduced as a performer, speaker, or host. This opening line is […]
Read More by Michael Roby | Aug 18, 2017 | Investment Advisors, Practice Management
Things happen fast in the digital age. In the old days, you received a wire, a letter, or you joined a conference call. Today you might hear about it when you receive a notification on a smartphone. Your broker-dealer sold to another firm. We react in a visceral way to events like this. We remind […]
Read More by Michael Roby | Aug 17, 2017 | Practice Management, Sales & Selling
Businesses hear some variation of this question many times daily: “What’s it cost?” First, any discussion of fees in advance of a conversation about value identifies you as a commodity. A good answer to steer the conversation begins with: “It depends…” When offering professional services, make certain you have a clear value offering. Take at […]
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