Financial Services, Speaker and Coach

Michael Roby To Speak To Ameriprise Financial Advisors

Business strategist and professional speaker Michael Roby will be addressing the personal advisors of the Luther/Hunt Ameriprise Branches in Mankato, MN on February 19, 2007. Ameriprise Financial has more than 110 years of history helping clients plan for retirement. Their comprehensive and personalized financial planning approach is built on a long-term relationship with one of […]

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Michael Roby To Present “Heroes” To Stifel Nicolaus Advisors

Michael Roby To Present “Heroes” To Stifel Nicolaus Advisors Business strategist and professional speaker Michael Roby will be presenting his nationally acclaimed “Heroes” presentation at a Regional Business Conference for Stifel Nicolaus advisors in Boston, MA on February 23, 2007. Stifel Nicolaus is the largest subsidiary of Stifel Financial Corp. and is a member of […]

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Listen Intently, And Choose Your Words Wisely

Last week I had the opportunity to speak to a group of investment executives in California. One of my mentors, Doug wood, attended the meeting. Doug has 40 years of experience in the investment industry, and is a legend in the investment wholesaling business. He is a master salesperson, manager, trainer, and entrepreneur. He started […]

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Don’t Sell Products; Sell a Process

Last week I spoke at a conference in California to a group of financial advisors from one of America’s largest banks. After my presentation on growing your business by building your relationship network, an advisor came up to me and asked, “What financial products do you think are “hot” right now? My answer was to […]

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