by Michael Roby | Dec 15, 2008 | Uncategorized
The last half of 2008 provided the banking industry with a host of unprecedented problems. Many banks offer investments and financial planning services to their customers through internal broker-dealers or third party providers. Regardless of you distribution model, your investment department faces challenges as well. Shrinking account values, inappropriate investments, and delayed or damaged retirement […]
Read More by Michael Roby | Dec 8, 2008 | Uncategorized
Your choice of a financial advisor ranks high upon the list of critical life decisions. Selection of educational institutions, career, where to live, and family create lifelong consequences. Choosing a financial advisor often determines what happens to the financial results of those consequences, all the way from financial independence to financial ruin. Developing a relationship […]
Read More by Michael Roby | Nov 29, 2008 | Uncategorized
Monday marks the beginning of the end – of the last week of the year. Financial advisors often complain that nobody wants to do business during the Holiday Season. Nothing could be further from the truth. A host of opportunities exist with our clients, including: Year-end Portfolio Reviews Gift Purchases of Investments and Insurance Products […]
Read More by Michael Roby | Nov 15, 2008 | Uncategorized
Business strategist and professional speaker Michael Roby addressed a group of [tag]Certified Public Accountants[/tag] at the annual meeting of Boeckermann Grafstrom & Mayer, LLC in Bloomington, Minnesota. BMG’s annual meeting was held at the Crown Plaza – Airport on November 7, 2008. Roby spoke on [tag]marketing professional service[/tag] practices for CPA’s. His presentation provided the […]
Read More by Michael Roby | Nov 12, 2008 | Uncategorized
Last night I enjoyed seeing a real professional at work. [tag]Anne Warfield[/tag], [tag]CSP[/tag] addressed the [tag]National Speakers Association[/tag]’s Minnesota Chapter. Anne is a gifted [tag]professional speaker[/tag] and world-class corporate [tag]presentation skills[/tag] trainer. Her firm, [tag]Impression Management Professionals[/tag], says it is “all about how to communicate with candor but without judgment.” Ann, along with her husband […]
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