Financial Services, Speaker and Coach

Customer Service Lessons From Bob

A mentor of mine, Joe Harding from John Hancock, always recommended Marriott Hotels. Joe consistently raved about the service he received at Marriott properties. This week I stayed at the Marriott – Crabtree Valley in Raleigh, NC while in town to speak to a large group of investment executives with BB&T. This afternoon Bob drove […]

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The Beauty of You

This week a financial advisor called me for presentation coaching. When she shared her approach, she led off with, “I need to talk to you about…” I stopped her immediately. You see, your clients focus on what THEY need, not what you need. Too often advisors’ conversations revolve around “I”. Crafting sales conversations for maximum […]

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Announcing “The Strategist & The Shrink”

Announcing “The Strategist & The Shrink”

FOR IMMEDIATE RELEASE: Contact: Michael Roby        Email: mike@michaelroby.com T: 612.309.8346                URL:    www.michaelroby.com F: 952-445-6423 “The Strategist & The Shrink” Start Nationwide Tour Minneapolis, MN, June 4, 2009 — Michael Roby and Dr. James (Jim) Rafferty begin their national speaking tour as “The Strategist and The Shrink” on June 18, 2009. Roby […]

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Change

What is changing around you? Are you willing to change? You must change, or be left behind forever. Doubt it? Then watch this video. Click this link—>  Did You Know?

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A Thought for Every Day – Live in the Moment

Today is my birthday, and it is a “milestone” birthday; fifty-five. At this point in life, as I contemplate the passing years I see certain events I viewed as “coincidence” as anything but coincidence. It never ceases to amaze me how life continues to remind me there is no such thing as coincidence. This morning […]

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Public Investment Seminars Are Back!

As a professional speaker I pay attention to trends. The popularity of investment seminars waned over the last couple of years. Then came 2008 – 2009. People want information; they need to know where we go from here. As a result, I relaunched public seminars as part of my speaking business late last year.  Financial […]

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Stick To Your Disciplines-Always

Last week I did a series of public investment seminars for David Milbrath, a financial advisor with Investment Centers of America.  David’s main office is in Springfield, MN and we did a general seminar for all of his clients, as well as presentations to two of his corporate clients. One of those clients was Mathiowetz […]

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