Michael Roby's Book

Click here to learn more about Michael Roby's book, Ultimate Small Cap Business

Results-Oriented Solutions for Banks
and Credit Unions

General Services

Inter-Departmental Referral Program Design

Cross-Selling Training Programs

Customer Relationship Branding

Investment Programs

Business Plan Development & Review

Marketing Plan Development & Review

Broker / Dealer Evaluation

Investment Department Integration Programs

"Michael Roby understands how Brokers/Registered Reps think and his insights into financial product positioning are actionable and valuable."

Michael Roby has demonstrated an uncanny sense of the Financial Services Marketplace. He understands how Brokers/Registered Reps think and his insights into financial product positioning are actionable and valuable. Mike’s communication skills in the education and motivation of sales executives are unparalleled. He has the ability to move you emotionally as well as to motivate you to execute at a higher level.

Robert T. Cassato
Executive Vice President, Distribution

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Motivational speaker Michael Roby is the current President of NSA-Minnesota