Financial Services, Speaker and Coach

You can follow me on Twitter…again

Often people hear me say that I may be wrong, but I’n NEVER in doubt. Earlier this year, I started to Tweet on Twitter at www.twitter.com/michaelroby . After seeing others tweet about what time the got up in the morning, or the weather in wherever-they-are, ot the song on the radio at the present time, […]

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10 Rules For Reps Who Use Electronic & Social Media

In case you had not heard, FINRA regulates what financial advisors can and cannot do and say on social media sites such as Facebook, LinkedIN, and Twitter. Of course, this relates to business, not your love of Kentucky Basketball and fishing, or whatever else you do for fun. In the true spirit of regulatory agencies, […]

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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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