San Francisco, California
London, United Kingdom
Coffee with the Coach
Join one of America’s leading sales and marketing coaches for a casual conversation about how to grow your financial services business, provide enhanced service, and enjoy more free time.
BIG VISION - BIG IDEAS - BIG RESULTS
Hear sales, marketing, and practice management ideas currently used by leading financial advisors. In addition, YOU get to select topics of interest to YOU based upon YOUR needs.
- Building A 100% Referral Business
- Creating A Unique Client Experience
- Making Client Service Sell
- Staffing & Training
- Simplified Business Planning
Since 1974 Michael Roby has studied and practiced the art and science of professional advisory practice. His passion for helping others succeed has been demonstrated in his roles as a financial advisor, sales manager, and investment wholesaler. Today Mike shares his expertise with professional service providers, including broker/dealers, financial product distributors, insurance companies, financial institutions, attorneys and accountants as a sales & marketing consultant and business coach. Mike is the author of The Ultimate Small Cap Business: Building a Financial Advisory Practice, published by Expert Publishing.
“Mike was extraordinary. Having been in the business for many years I have heard countless speeches on business development but Mike's was the best. He gave a second motivational speech on "being a hero" which was truly inspirational. Excellent content with a dynamic presentation. Mike is a great speaker.”
Craig Watanabe, COO - Penniall & Associates Inc
“Most of the attendees ranked your presentation as the most valuable part of the entire workshop.”
Tammy R. Severt, First Vice President - Davenport & Company LLC
"When is a broker-dealer meeting not just another b/d meeting? When Mike Roby is in the house!"
Mac McGarity, MBA - Sun Life Financial Distributors
“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 - John Hancock
“Not only was Mike 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.”
Teri (Elliott) Pullen - Thrivent Financial
“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.”
Tim Bush - Bank of the West
"I enjoyed hearing you speak at the RSM meeting in Pinehurst, SC for the Regional Sales Managers for BB&T. Probably the most effective speaker I have heard in the time I have been in this business. Greatly appreciate the great thoughts and ideas you provided."
Billy Simmons - BB&T Investments
“Michael's concepts represent a breath of fresh air with respect to sales strategy. By implementing his strategies I have increased my hit ratio to nearly 90%. Thanks Michael!”
Ryan Brellenthin - Waypoint Advisors
“Michael is much more than a terrific motivational speaker. The experience and actionable advice he brings to financial advisors improves their efficiency and effectiveness and certainly heightens the quality of a distribution company's overall sales force.”
Fred Nicholas, Principal -McKendrySnow Financial Distributors LLC
“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've been in this great business for 21 years, and have heard many presenters throughout my career. I enjoyed yours because you have real field experience along with presenting your ideas in a workable fashion. Your ideas are not unreasonable to implement!”
Keith Hennessey - Farm Bureau Insurance