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Archive for June, 2009

Announcing “The Strategist & The Shrink”

Posted By Michael Roby | Friday, June 12th, 2009


Contact: Michael Roby        Email:
T: 612.309.8346                URL:
F: 952-445-6423

“The Strategist & The Shrink” Start Nationwide Tour

Minneapolis, MN, June 4, 2009 — Michael Roby and Dr. James (Jim) Rafferty begin their national speaking tour as “The Strategist and The Shrink” on June 18, 2009. Roby and Rafferty will be speaking at the PrimeVest 2009 National Planning Conference at the Hyatt Regency in Minneapolis, MN. PrimeVest Financial Services, Inc., based in St. Cloud, MN, operates as a self-clearing broker-dealer company.

Roby, a financial services sales and marketing strategist and Dr. Rafferty, a clinical psychologist team up to point financial advisors, broker-dealers, insurance companies, banks, and professional and medical groups in the right direction to grow practices in challenging economic times. Firms learn strategies and tactics that deliver immediate business growth and improved levels of service while maintaining professional ethics and personal sanity.

Roby is a sales and marketing strategist, writer, author, sales & marketing coach and noted professional speaker. Mike serves as lead columnist for “Bank Advisor Magazine,” and his first book, The Ultimate Small Cap Business: Building a Financial Advisory Practice, was published in April 2008. He shares his expertise with banks, broker-dealers, wholesaling firms, and insurance companies by helping them develop sales and marketing strategy, as well as by speaking to and for groups of financial services professionals. Roby is member of the National Speakers Association (NSA), and is a two-time recipient of NSA-Minnesota’s “Member of the Year” Award.

Rafferty is a licensed clinical psychologist and Professor Emeritus of Family Medicine and Psychiatry at Wright State University School of  Medicine in Dayton, Ohio where he was a faculty member for twenty-five years. In 1991, he began helping service industries, especially hospitals and physician practices, apply psychological principles to better achieve their strategic goals. As part of his consultation business he has served as an executive coach for leaders in industries such as hospital administration, pet food manufacturing, brokerage firms, attorney groups, and heavy  equipment manufacturing. Dr. Rafferty has lectured widely across the United States and is the recipient of The Academy of Medicine Outstanding Faculty teaching award.

PrimeVest Financial Services, Inc. was formerly known as Bankers Systems Brokerage Services. The company was founded in 1984 and is headquartered in Saint Cloud, Minnesota. PRIMEVEST Financial Services, Inc. is a member of the ING Advisors Network , and operates as a subsidiary of ING Groep NV. With over 500 billion in assets, ING is one of the largest integrated financial services organizations in the world.

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Bank Advisor Article

Posted By Michael Roby | Friday, June 12th, 2009

Check out my latest article on Bank Advisor. Click here to read.