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Archive for September, 2012

Never Forget. Never.

Posted By Michael Roby | Tuesday, September 11th, 2012

Why do you remember 911? Here are some of MY reasons…
I was speaking at a bank investment conference (in Minneapolis fortunately). The prior day, I closed as the featured speaker with a signature presentation called “Heroes” which talks about REAL heroes, not athletes or stranded celebrities. That morning I was sitting in the back of the room, and another speaker whispered in my ear what had happened. The first call I received when I turned on my phone was from my daughter; she knew I was scheduled to go to Boston that week (the origin of the planes that hit the WTC) but didn’t know what day. I conference-called the kids that evening and told them to carry on, to continue to live life. We had no idea who the attackers were at that point, but if we changed our way of life, we let them win.
In remembrance, today we continue to do just that, and I pray we always will, but we will NEVER forget those who died as victims, or those first responders who went up the stairs as everyone else was coming down. We will NEVER forget those brave souls on Flight 93. We will NEVER forget those who are growing up without parents who died that day. We will never forget the women and men who serve in the military, like Diggs Brown, who protected all of us. And we will NEVER forget those in foreign civil service, like my friend…my hero… David Abell, and their families who have sacrificed much to serve those State Side. Never forget; never.

Monday Morning Jump Start #20: The Process

Posted By Michael Roby | Monday, September 10th, 2012

What’s the Process you use to plan, run, manage, and measure your business? What are the Critical Success Factors™ you must consistently execute in order to maximize the value of your practice? What part do you play in your execution of the Process?

Ask yourself the following questions:

  • What has to happen over the next 12/24/36/48/60 months in order for me to consider myself wildly successful?
  • What must happen in each of the areas of The Process for that to happen?
  • Where do I need help?

Over the next few posts we will examine each topic and offer suggestions to improve every aspect of your business. In addition, you will find that while not easy, the answers are really simple!

Work Hard & Have Fun!™

John P. “Jack” Walsh; A Giant Of Financial Planning

Posted By Michael Roby | Thursday, September 6th, 2012

A giant of the financial planning industry, John P. “Jack” Walsh, Founder and Chairman of the Board of Money Concepts Wealth Management & Financial Planning, is gone, but not forgotten. Jack was a mentor to me. I just received a call that he passed away after a long battle, and I mean BATTLE, with Parkinson’s Disease. John+P.+WalshJack was tough as shoe leather. A Jesuit-educated, street smart businessman, he battled every challenge he ever tackled. He never quit, he pressed on, he persisted.

Jack was always on the cutting edge of his industry. In 1979 he started a financial planning company before most people had ever heard of financial planning. After a tremendously successful career in the life insurance industry, he decided that people needed more than the single-silo product solutions offered by insurance companies, banks, and broker-dealers.

Jack was a family man, fiercely loyal, proud of his Irish heritage, and a true visionary. He demanded excellence from everyone with whom he associated. His children were no exception. His son Denis Walsh, CFP®, CEP, CFS, RFC has been at the helm of Money Concepts for years, and Jack trained him well. Jack challenged Denis, pushed him, and expected nothing less than the best…and got it. His management team, including his twin daughters Terri and Susan, are top-shelf professionals. The company enjoys long-service leadership from people such as Mario Monterro, SVP, CIO/COO. The company Jack left is in most capable hands.

money concepts logo SMALLFrom The Money Concepts website:

“Forty-three years in the Financial Services industry gave Jack Walsh an inside view into the business of financial planning.  Starting his career as an insurance agent with Franklin Life in 1959, Jack moved steadily upward through the ranks to General Agent, Regional Manager, Executive Director, Superintendent of Agencies and Vice President, and was elected President in 1974.  He also served on the Board of Directors for both the Life and Casualty companies of the American Bankers Insurance Group.”

“Jack’s tenure in insurance gave him a great deal of vision.  He recognized the lack of a knowledge most people have when it comes to money management and planning for a secure financial future, and he recognized that sweeping changes would occur in the Financial world.  In 1979, he founded Money Concepts International, Inc., where people could turn for comprehensive and unbiased personal financial planning services.”

About five years ago I flew to south Florida to spend the morning with this great man. His health was failing badly, but our morning turned into a full day, including lunch at his favorite Irish pub. It was important to me that I tell him how much I learned from him, and what he had meant to me. It was a day well spent, and one I will treasure forever.

Jack, you were a warrior, a visionary, a leader. This world sorely needs more people with the conviction, brains, and passion you shared with us. May you Rest in Peace.