Financial Services, Speaker and Coach

Meet – No, EXCEED Client Expectations!

It happens all the time…a company spends more time selling than servicing after the sale. Customers begin to expect vendors to over-promise and under-perform. However, there are firms that still believe that to grow a business, you service at least as passionately as you sell. A company called eSpeakers offers a business management program for […]

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Look Mom…It’s GEICO!

Recently I was in south Florida seeing a one of my mentors. Jack Walsh, founder of Money Concepts International, is a pioneer in the [tag]financial planning[/tag] business. Jack gve me some of my first opportunities as a [tag]speaker[/tag] and he and his colleague Keith Dayley were masters of [tag]sales training[/tag]. He did a lot in […]

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Michael Roby Writing Column For National Bank Magazine

Michael Roby, a [tag]sales and marketing strategist[/tag] and [tag]professional speaker[/tag] based in Minnesota, is now writing a regular marketing column for Bank Advisor Magazine. The first issue was released in July, with two more issues planned for this year, with monthly publication planned for 2008. Roby has over 30 years of experience in sales, sales […]

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Sell “On Purpose”

Yesterday I went to my “BDB Meeting”– (Boys Doing Business.) Although we all travel extensively, this “Mastermind Group” meets weekly over coffee for 2 -3 hours to share ideas about how to grow our businesses. Each member brings unique talents and perspectives to the group, and a strong bond exists between us. As a [tag]professional […]

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Michael Roby Presents Business Development Program to Smith Barney Advisors

(PRLEAP.COM) [tag]Business strategist[/tag] and [tag]professional speaker[/tag] Michael Roby recently addressed a group of leading [tag]financial advisors[/tag] with [tag]Smith Barney[/tag] at an educational conference in Kohler, Wisconsin on April 26, 2007. With speakers from fourteen financial service distributors presenting, Roby spoke on strategies and techniques to help advisors develop their business and expand their client base. […]

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How NOT to Write A Sales Letter

A friend of mine, who is a master salesperson, recently went shopping for a new car. He owns a [tag]sales training[/tag] company serving the hospitality industry, as well as being a gifted [tag]professional speaker[/tag]. Last night he faxed me a [tag]sales letter[/tag] he received from a [tag]auto dealership[/tag] he visited that might be the WORST […]

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While The Cat’s Away…

This week I presented the [tag]keynote[/tag] speech to a gathering of top financial advisors with Smith Barney, a division of Citigroup, which was held at the American Club in Kohler, Wisconsin. This educational conference was attended by advisors from five states, as well as representatives from 14 [tag]financial services distributors[/tag] who “wholesale” investment products through […]

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What EXACTLY Do You DO?

Yesterday I delivered the [tag]keynote speech[/tag] for the 21st Annual Conference of the Association of Independent Information Professionals (AIIP.) [tag]AIIP[/tag] members provide businesses and organizations with “specialized research; information, knowledge, records management, writing, editing, indexing, training, translations, database design, and web page development.” (www.aiip.org) These talented professionals cover a very broad range of information disciplines, […]

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Even Actors Are In Sales!

Last night my wife and I went the Chanhassen Dinner Theater in Chanhassen, Minnesota to see a play called “Male Intellect: An Oxymoron.” This one-man comedy starred a friend named Stevie Ray. Stevie is a very successful businessman. Executive Director of “Stevie Ray’s Improv Company,” columnist for the “[tag]Minneapolis Business Journal[/tag],” author, nationally known [tag]speaker[/tag] […]

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