Financial Services, Speaker and Coach

News Year’s Sales Resolutions

As 2007 draws to a close, New Year’s resolutions emerge from the unfulfilled promises of the year and the excesses of December. According to Marie Hartwell-Walker, Ed.D., in an article on Psych Central, the Internet’s largest and oldest independent mental health social network created and run by mental health professionals, ”most New Year’s resolutions are […]

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T’was The Morning of Christmas

Yesterday, along with millions of other families, we opened Christmas presents. My grandson Cameron, (aka Camper), was right in the middle of it all. Camper was that star of the show! He is a wonderful little boy. Bright, cute, loving, and while I am partial to him, all of that is the truth. As are […]

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Focus On What Is Truly Important

This morning I received an email from a long-term [tag]sales coaching[/tag] client. He is in his mid thirties and has built a wonderful financial advisory business. His is client-service and long-term focused. Here is a portion of his message: “Good morning, just got to work to catch up on some things. I checked the 15th […]

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Michael Roby Featured Speaker For Bank Insurance Securities Association Conference

[tag]Business strategist[/tag] and [tag]professional speaker[/tag] Michael Roby addressed a group of leading financial institution sales managers at a management conference in St. Helena, CA on December 3, 2007. [tag]Bank Insurance Securities Association[/tag] (BISA) hosted their “Sales Management Fall Workshop,” which was open to institutions in the United States and Canada. Roby conducted his “Managing Excellence” […]

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Statistics That Help You Sell

This weekend I was looking over some notes from an old sales meeting, and I found the following statistics. People comprehend and remember: 11% of what they hear 32% of what they see 73% of what they see & hear 90% of what they see, hear & discuss My personal experience has shown this to […]

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Sales Training For Sales Assistants

Investment Centers of America (ICA) is a broker/dealer based in Bismarck, ND. This weekend they hosted their annual Sales Assistant Conference in Minneapolis. Assistants from their branches across the country participated in workshops, heard [tag]professional speakers[/tag/, and networked with their peers to improve their skill sets. Allianz Life sponsored me as a [tag]facilitator[/tag] and [tag]keynote […]

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Fast Food (Marketing) Wins Again!

I’m sure this won’t come as a big shock to any of you, but kids LOVE to go to [tag]McDonalds[/tag]! They don’t have the best food, but McDonalds is a master of [tag]marketing and packaging[/tag]. In an [tag]MSNBC[/tag] Online article the headline was “[tag]McDonald’s Marketing Tricks Tots’ Taste Buds[/tag]”. They reported that “In test of […]

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