Financial Services, Speaker and Coach

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 […]

Read More

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 […]

Read More

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 […]

Read More

Bring It On; Dealing With The Competition

As a sales and marketing strategist I am often asked “What can we do to train our salespeople to compete more effectively?” In addition, as a speaker, I am asked to get the troops fired up about what they are selling. Motivational speakers often inspire us, but often they don’t deliver techniques, and often sales […]

Read More

How Thin Can You Make It?

This morning I was talking to a new friend from Milwaukee named Rochelle Lamm. Rochelle has been at some of the highest levels of the investment business over the last four decades (I hope I don’t get yelled at for making that statement!) We were discussing how [tag]salespeople[/tag] need to focus, not try to be […]

Read More

Food & Friends…And Building Your Business

Late yesterday, I received an email from Larry Littler, an investment wholesaler with John Hancock Financial Services, with an idea on how he touches his clients in a memorable way. Over his twenty years in the investment business, Larry has consistently been a top-decile sales leader. Larry’s email spoke of the importance of developing professional […]

Read More