Financial Services, Speaker and Coach

Simple is Still Best

Wednesday evening found me in Grand Forks, North Dakota. I was hired by a major investment company to give a keynote presentation for an important client of theirs, who is one of the leading financial advisors in America. I have known this gentleman for about eight years. His clients love him! They refer others to […]

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The List of Reasons

This is an interesting exercise for new salespeople and also for those who are more experienced. It reminds you why prospects could and should do business with YOU. You will build four (4) short lists that will help you clarify your unique sales value proposition, and close more sales. Grab a notebook or legal pad […]

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Michael Roby To Speak To Ameriprise Financial Advisors

Business strategist and professional speaker Michael Roby will be addressing the personal advisors of the Luther/Hunt Ameriprise Branches in Mankato, MN on February 19, 2007. Ameriprise Financial has more than 110 years of history helping clients plan for retirement. Their comprehensive and personalized financial planning approach is built on a long-term relationship with one of […]

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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 […]

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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 […]

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