Financial Services, Speaker and Coach



  • Presentations designed to inspire audiences to motivated, intelligent action. Tailored to meet the needs of your organization.
  • Interactive. Delivered with passion & energy.
  • Conventions
  • Sales Meetings
  • Associations

Sales Training

  • Practical & Focused
  • Results Oriented
  • Designed to provide immediate results that last
  • Wholesalers, Advisors, Bankers

Business Development Consulting

  • Business Plan Design & Creation
  • Market Segmentation
  • Strategic Planning

Business Coach

  • Sales, Marketing, Practice Management, Leadership
  • Financial Advisors
  • Wholesalers
  • Sales Managers
  • CEO’s


– Ameriprise Financial
– Anchor Wealth Management / Anchor Bank (MN)
– Asphalt Paving Association of Iowa
– Assoc. of Independent Information Professionals
– AtheneUSA
– Bank of America
– BB&T Investments
– Bremer Bank
– CFS Financial Services
– Citibank
– Davenport & Company
– Edward Jones
– Gradient Financial Services
– Heritage Bank
– HighMark Funds
– Impact Partnership
– Invest Financial Corporation
– Investment Centers of America (ICA)
– John Hancock Financial Services
– Key Bank
– Merrill Lynch
– Mid-America Credit Union Association
– Million Dollar Roundtable (MDRT)
– Money Concepts International
– Morgan Stanley

– NAIFA – Central Iowa
– National Association of Variable Annuities
– North Dakota Bankers Association
– North Dakota Student Leadership Foundation
– NW Minnesota Manufacturers Association
– Piper Jaffray
– Security State Bank Of Hibbing
– Smith Barney
– Stifel Nicolaus
– Sun Life Financial Distributors
– SWBC Investments
– Tax Sheltered Compensation
– Thrivent Financial For Lutherans
– Topline Federal Credit Union
– Union Bank (CA)
– United Life
– USAdvisors / Securities America
– USAllianz Securities
– VSR Financial Services
– Wall Street Financial Group
– Wells Fargo
– Western National Insurance
– Woodbury Financial Services, Inc.
– WSB & Associates

Here’s what people say about working with Michael Roby

We just had an opportunity to work with Mike Roby on some sales training for our brokers and he was incredible! We had comments from attendees like, “I could listen to him all day!” and “He gave me tools that I could take back to my office and implement in my practice instantly.” He kept the group engaged and on point all afternoon. What a treat for our team!

Linda Skoglund

J.A. Counter

Michael presented a 2-hour program around negotiation skills to our Business Banking group. Michael had a high-energy style that was well received. The program content and delivery was great. When we surveyed our thirty-three participants, all either agreed or strongly agreed that his program was of great value in their job and in their lives.

Bill McDonough

Market President, Starion Financial

If you are looking for a gifted and passionate speaker who not only entertains, but delivers actionable ideas that drive business, then Mike Roby is your man. If you are a wholesaler looking to take a large meeting to the next level, Mike’s value will get you there.

Bo Barrett

John Hancock

I would highly recommend Michael Roby as a speaker. Michael can inspire, motivate and train a group and is a very dynamic speaker. His credibility in the brokerage/ wealth management business is very high. He has successfully done the job and has a wealth of knowledge of how to build business. He makes it simple and straightforward and the fact he was a successful broker himself gives him great credibility. He is very impressive and I consider him a good friend too.

Tim Bush

Bank of the West

He gave a most inspiring closing keynote presentation called “Heroes”. I encourage you to check Michael out. I was most impressed how he really “personalized” the presentation and felt he was an expert within the credit union industry. His presentation really touched us all. He had such a powerful message that we were still talking about him on our five hour drive home. He is also a business consultant, author and coach. When you hire Michael Roby, your money will be well spent!

Amy Johnson

Mid-America Credit Union Association