Financial Services, Speaker and Coach

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 […]

Read More

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” […]

Read More

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 […]

Read More

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 […]

Read More