Financial Services, Speaker and Coach

Exceptional Service

Yesterday I traveled to [tag]Sioux City[/tag], IA for a meeting at Security National Bank.  The heart of a bank is service, and SNB states that “Since being founded in 1884…the strength of the bank was in their courteous, [tag]service oriented[/tag] employees.” It is one thing to say – and an entirely different proposition to practice. […]

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Gate Agents and Financial Advisors

Remember the last time you were in an airport and the plane was late or worse yet, cancelled?  It might have even been the last flight of the day, and not only did passengers have to reschedule their flight, they faced the possibility of having to find and fight for hotel rooms. Think back to […]

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When Clients Panic Keep Your Focus

Yesterday millions of American [tag]investors panicked[/tag].  Unfortunately, so did many of their advisors. Whenever the financial markets become volatile, investors have mood swings that exceed the magnitude of the movement in the market. (This goes for upward as well downward volatility.) Most of our clients grew up with depression-era parents.  These people grew up hearing […]

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Michael Roby Featured Speaker For Hospitality Business Breakfast

[tag]Business strategist[/tag] and [tag]professional speaker[/tag] Michael Roby addressed a group of [tag]hospitality professionals[/tag] at the Minneapolis Airport Hilton Conference Center in Bloomington, Minnesota on September 9, 2008. The Hospitality Business Breakfast, hosted by noted hospitality expert and speaker [tag]Stuart Gray[/tag] offers industry professionals an opportunity to hear presentations from leading sales and marketing experts. Michael […]

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Michael Roby Addresses North Dakota Edward Jones Financial Advisors

[tag]Business strategist[/tag] and [tag]professional speaker[/tag] [tag]Michael Roby[/tag] is scheduled to address a group of leading [tag]financial advisors[/tag] with [tag]Edward Jones[/tag] at a conference in Minot, North Dakota on September 8, 2008. The conference, which will be as hosted by [tag]John Hancock[/tag], is an educational event for the Edward Jones associates. Roby will speak on strategies […]

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