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 MoreMonday 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 MoreBusiness 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 MoreLast 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 […]
Read MorePicture the following facts about a deadly chemical as the basis for a story on the evening news: When in its gaseous or liquid state, concentrated amounts will cause death if inhaled. The gaseous state can also produce severe tissue damage and death when applied to the skin. As a solid, not only can it […]
Read MoreBelieve me; I know it is tough out there right now. People passed nervous, anxious, and concerned several weeks ago; they are scared to death. Investors continue to make the fundamental mistakes of [tag]buying high and selling low[/tag]. Asset allocation has become one hundred percent cash, spread over a large number of financial institutions. Companies, […]
Read MoreMichael Roby, president of National Speakers Association – Minnesota, (NSA-MN), addressed the Apprentice Program Class of the Institute for Professional Speaker Development. This event was held on October 7, 2008 at the Minneapolis/St, Paul Airport Hilton. Roby spoke to the group about building a [tag]professional speaking business[/tag] and ethical standards and behavior in the speaking […]
Read MoreYesterday I was hosting a [tag]sales coaching[/tag] conference call for Cathay Wealth Management, a division of Cathay Bank. The [tag]financial markets[/tag] are crazy, and we discussed the fact that clients are looking for solutions. They need solid, proven strategies. A [tag]trusted advisor[/tag] remains calm in the face of a storm, and exudes strength and confidence, […]
Read MoreNational Speakers Association-Minnesota (NSA-MN) has announced that Michael Roby has been elected as president for the 2008-2009 Chapter Year. NSA-MN is the local chapter of the National Speaker Association (NSA), which is headquartered in Tempe, AZ. NSA, which was found in 1973, is the leading organization for [tag]professional speakers[/tag] in the United States. NSA’s vision […]
Read MoreYesterday 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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