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Archive for the ‘Sales & Selling’ Category

Pick One Pricing

Posted By Michael Roby | Thursday, August 17th, 2017

Businesses hear some variation of this question many times daily:

“What’s it cost?”

First, any discussion of fees in advance of a conversation about value identifies you as a commodity. A good answer to steer the conversation begins with:

“It depends…”

When offering professional services, make certain you have a clear value offering. Take at look at the offering illustrated below:


Having multiple offers, with one listed as most popular, makes it easier for your buyer to say yes. Create three to five value-rich offerings, and instead of asking for or getting a yes or no, help them say:

“This one!”

Work Hard & Have fun!™

The Robo’s Are Coming! The Robo’s Are Coming!

Posted By Michael Roby | Thursday, March 31st, 2016

Ask yourself one simple question:

Why are my services better than a Robo Advisor?

Fidelity is launching a system designed for first-time investors between ages 25 and 45 in mind that recommends investments based upon the investor answering SIX QUESTIONS for less than 40 basis points. Vanguard’s platform is targeted to the advisor sweet-spot of pre-retirees and older at low fees.

People want and need personalized service which result from more than a few answers to standardized questions covering just one aspect of financial services.

So what’s your story? If you need help with this, call 888-445-6423 and ask Melanie to schedule a complimentary call to see if my services might be of value.

CLICK HERE TO READ: Fidelity Testing Robo Offering