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Archive for March, 2010

Lighten Up: Using Humor To Market And Sell

Posted By Michael Roby | Thursday, March 18th, 2010

Marketing is serious business, and you should always be serious about serious business. Yeah, right…

Logan Crawford portrays a comical news anchor in a series of TV commercials for AT&T’s the Backflip, from Motorola. Crawford is seen “reporting the news that’s important to you…” with impeccable sources such as Facebook and Twitter. The key feature of the Motorola Backflip is advertised as “Facebook, Twitter, text and more, streaming on a single screen.” ATT Logo - Small

The commercial spoofs the common absurdity of social media posts with lines like, “This just in via text message and wall post: “The search is on for cute boots.” Another line reads, “This just in on Twitter and Facebook: A local bachelor has just enrolled in Karate.”

Here’s the paradox; so many social media posts are trivial dribble – and AT&T is using that fact to SELL. We buy from companies that get us to laugh at ourselves. The question is simple; do you take yourself a little too seriously in your marketing and sales presentations. The work of an advisor is serious business, but too often advisors treat every recommendation as if they are a doctor telling a patient they have terminal cancer. As a professional it is perfectly acceptable lighten up, use a little humor, and let your clients see you are real, even when you are making important recommendations. Don’t try to be a comedian, just relax and be yourself.

Good selling!


Use An Agenda For Client Meetings

Posted By Michael Roby | Tuesday, March 16th, 2010

One of the factors that differentiate things that we succeed at, and things that we fail at, is focus. In the workplace, if you manage or even work with others, you know how critical an ability it is for a team to focus.
Focus is critical for client meetings as well. Ever come out of a client meeting and say, I forgot to…!” Consider using a Client Meeting Agenda. Nothing formal is required, but a little additional planning prior to your meeting makes certain you don’t forget anything. Take a look at the following question headings and items that you might include on such an agenda:

  • Items to cover today
  • Areas of Need
  • Additional Products/Services To Recommend
  • Introductions Requested
  • To-Do Items As A Result Of This Meeting

Using a short form – even if you write in the details – makes certain nothing is left to chance and nothing is forgotten.

Good selling!

Authentic Message – Authentic Leadership

Posted By Michael Roby | Wednesday, March 10th, 2010

Last evening I had the privilege and pleasure to be in the audience for the National Speakers Association – Minnesota Chapter meeting. Professional speaker Phillip Van Hooser, CSP, CPAE spoke on building a business and serving clients. He spoke from the heart, and has demonstrated every single principle contained in his presentation.

Phillip Van Hooser, CSP, CPAE

Phillip Van Hooser, CSP, CPAE

Phil spoke of his basic philosophies that guide his life and his business. He discussed career evolution, re-thinking, re-positioning, and re-tooling a business. And in spite of the fact that he is President of the National Speakers Association, he stated unequivocally, “I am not a speaker; speaking is what I do.” Phillip Van Hooser stands upon faith and family as the bedrock for his business and his life.

I cannot fathom hearing a message more relevant and effective than what I heard last night. Any business or organization will do well to hire Phillip if they want to transform the way they lead their employees and serve their customers. Check out Phil at

Well done, my friend. You are my hero.