Financial Services, Speaker and Coach


Great speakers move people to take constructive action.

Michael Roby provides entertaining, motivational content with actionable strategies and ideas. Whether he delivers a Main Stage Keynote or a focused sales and marketing breakout session, people change their outlooks and behaviors because of what they hear.

His experience, passion, and energy provide value to both the C-Suite and front line professionals.

Presentation Topics for Financial Services Sales Organizations

Presentation topics include:

  • Practice Management

  • Building Successful Teams

  • Build A Principle Based Practice


Ready for Michael Roby to present at your next conference or event?

Here’s what people say about working with Michael Roby

I’ve known Michael Roby since 1990. I have worked with Michael as both a colleague and a consultant/featured speaker for various broker dealer events. Michael’s first-hand knowledge of the financial services industry and implementable ideas to build one’s practice are top notch. I highly recommend Michael as a coach and keynote speaker.

Andy McFetridge, CRPC

John Hancock Financial Services

I recently worked with Mike when we hired him to come and speak at our 2009 National Sales Meeting. Not only was he a very knowledgeable and dynamic speaker during one of our most highly attended sessions, he was very gracious with his time and attention during the conference resource fair where he helped us promote our products and shared valuable insights with many of our top producers. It was a pleasure working with him!

Teri (Elliott) Pullen

Thrivent Financial

When I think of Mike Roby several things come to mind: – An utmost professional. – Someone who goes beyond the brain and gets into your heart. – Great presenter. – Unlimited knowledge of the financial securities industry, especially in working with financial institutions (banks). – Beyond business, he is a good friend and puts other people first.

Jeff Duckworth

Head of Sales, John Hancock Funds

I worked with Mike when I started my latest role at Arthur J Gallagher. Great company, wonderful opportunity, but of the 24,000 employees we have, there wasn’t anyone else at Gallagher that had a similar role. Feeling like I was operating on an island and knowing the importance of talking new ideas/initiatives through with colleagues, I hired Mike. Mike provided me the voice or reason I really needed when starting in my new role. He helped me with sales and marketing strategies as well as gave me a safe place to share concerns and ideas before bringing them up to senior management. Thanks Mike!

Stephen Hoffman

GMS®: AVP: Arthur J. Gallagher & Co.

I’m annuity wholesaler in the Carolina’s and I work with banks. I met Mike at a regional sales meeting where he was the guest speaker to the largest bank in North Carolina. His ability to connect with my financial advisors, give a great message, simple sales ideas and his background really impressed me. I’ve had the privilege to work with Mike as my coach and friend for over the last year. I grew my territory by 61% and won annuity wholesaler of the year in my division. Mike is a real professional who is passionate about helping financial service professionals and taking their game to the next level. I recommend using Mike to anyone who is looking for the next level in their career.

Zack Lansat, CLTC

Regional Sales Manager at Saybrus Partners