Selling Financial Products by Michael Roby » Press Releases

Announcing “The Strategist & The Shrink”

Michael Roby — Fri, 12 Jun 2009 19:56:09 +0000

FOR IMMEDIATE RELEASE:

Contact: Michael Roby Email: mike@michaelroby.com
T: 612.309.8346 URL: www.michaelroby.com
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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Profile of a Motivational Speaker

Michael Roby — Wed, 08 Apr 2009 20:05:20 +0000

David Horsager rocks! To see a great article about a great motivational speaker and friend, check out this link:

“Motivational speaker knows a trick or two…and uses them”

Minneapolis/St.Paul Business Journal 03-02-09

Michael Roby — Wed, 04 Mar 2009 16:53:32 +0000

People On the Move

The Minnesota Chapter of National Speakers Association elected to its board as president Michael Roby; as president-elect Amy Tolbert; as past president Audrey Thomas; as finance director Dan Janal; as program director Kevin Stirtz; as business relations director Dennis Stauffer; as membership director Lori La Bey; as director of the Institute for Professional Speaker Development Stuart Gray; as director at large Sharol Tyra; and as platinum representative Sue Rusch.

Roby Tolbert Thomas Janal Stirtz

Stauffer La Bey Gray Tyra Rusch

Michael Roby Featured Speaker For Boeckermann, Grafstrom & Mayer, LLC

Michael Roby — Sat, 15 Nov 2008 21:51:53 +0000

Business strategist and professional speaker Michael Roby addressed a group of Certified Public Accountants at the annual meeting of Boeckermann Grafstrom & Mayer, LLC in Bloomington, Minnesota. BMG’s annual meeting was held at the Crown Plaza – Airport on November 7, 2008. Roby spoke on marketing professional service practices for CPA’s. His presentation provided the attendees with actionable marketing concepts and strategies designed to help professional service providers grow their businesses.

Boeckermann Grafstrom & Mayer’s, vision is to be the leading regional firm of Certified Public Accountants (CPA) and advisors that serves entrepreneurs and their businesses with an entrepreneurial spirit, to help clients achieve their goals and provide innovative solutions to their problems through their auditing, accounting, tax and consulting services.

Michael Roby is a nationally known author, business strategist, and speaker that helps his audiences get results that are quantifiable and lasting. In over thirty years in the financial services industry, he has acquired tremendous results-getting experience that he can eloquently transfer to others. While corporations and audiences know Michael as an authority on sales, marketing, and the distribution of financial services, he is known as one of America’s best motivational speakers. Roby delivers thought-provoking keynotes that leave a lasting, positive impression on his audience. His website, www.michaelroby.com is also home to a leading sales and marketing blog.

Technorati Tags: Certified Public Accountants, marketing professional service, professional service, business strategist, financial services, motivational speakers

Michael Roby Speaks On Building a Professional Speaking Business

Michael Roby — Thu, 09 Oct 2008 14:58:32 +0000

Michael Roby, president of National Speakers Association – Minnesota, (NSA-MN), addressed the Apprentice Program Class of the Institute for Professional Speaker Development. This event was held on October 7, 2008 at the Minneapolis/St, Paul Airport Hilton. Roby spoke to the group about building a professional speaking business and ethical standards and behavior in the speaking industry.

NSA – MN is the regional chapter of the National Speakers Association (NSA), headquartered in Tempe, AZ. NSA is the leading professional association for speakers, providing resources and education designed to advance the skills, integrity and value of its members and the speaking profession. NSA’s vision is to provide growth, learning, support, and connecting opportunities for its members and related professionals.

Technorati Tags: professional speaking business, business strategist, financial services industry, motivational speakers, sales and marketing

Michael Roby named President of National Speakers Association-Minnesota

Michael Roby — Thu, 25 Sep 2008 17:44:08 +0000

National Speakers Association-Minnesota (NSA-MN) has announced that Michael Roby has been elected as president for the 2008-2009 Chapter Year. NSA-MN is the local chapter of the National Speaker Association (NSA), which is headquartered in Tempe, AZ. NSA, which was found in 1973, is the leading organization for professional speakers in the United States. NSA’s vision is to provide growth, learning, support, and connecting opportunities for its members and related professionals. NSA has 40 state and regional chapters throughout the United States. NSA events consist of conferences and conventions. NSA’s thousands of members include experts in a variety of industries and disciplines.

Technorati Tags: professional speakers, business strategist, financial services industry, motivational speakers

Michael Roby Featured Speaker For Hospitality Business Breakfast

Michael Roby — Thu, 11 Sep 2008 18:30:09 +0000

Business strategist and professional speaker Michael Roby addressed a group of hospitality professionals at the Minneapolis Airport Hilton Conference Center in Bloomington, Minnesota on September 9, 2008. The Hospitality Business Breakfast, hosted by noted hospitality expert and speaker Stuart Gray offers industry professionals an opportunity to hear presentations from leading sales and marketing experts.

Michael Roby is a nationally known author, business strategist, and speaker that helps his audiences get RESULTS that are quantifiable and lasting. In over thirty years in the financial services industry, he has acquired tremendous results-getting experience that he can eloquently transfer to others. While corporations and audiences know Michael as an authority on sales, marketing, and the distribution of financial services, he is known as one of America’s best motivational speakers. Roby delivers thought-provoking keynotes that leave a lasting, positive impression on his audience. His website, www.michaelroby.com is also home to a leading sales and marketing blog.

Technorati Tags: Business strategist, professional speaker, hospitality professionals, Stuart Gray, financial services industry, motivational speakers

Michael Roby Addresses North Dakota Edward Jones Financial Advisors

Michael Roby — Thu, 11 Sep 2008 17:28:53 +0000

Business strategist and professional speaker Michael Roby is scheduled to address a group of leading financial advisors with Edward Jones at a conference in Minot, North Dakota on September 8, 2008. The conference, which will be as hosted by John Hancock, is an educational event for the Edward Jones associates. Roby will speak on strategies and techniques to help financial advisors better understand their clients and their personal financial needs.

Edward Jones is one of America’s leading financial advisory firms. Based in St. Louis, MO, they have over seven million clients in the United States, Canada, and the United Kingdom. John Hancock is the U.S. division of Manulife Financial Corporation, a highly esteemed global enterprise based in Toronto, Ontario.

Technorati Tags: Business strategist, professional speaker, Michael Roby, financial advisors, Edward Jones, John Hancock

Being Over-Served Can Be A Good Thing!

Michael Roby — Wed, 07 May 2008 02:39:02 +0000

When we speak of being “over-served” normally we are referring to something that has to do with adult beverages. Not always, however. Tony Pappas represents the best of professional salespeople, and has been a consistent sales leader over a career that spans four decades. Tony wholesales insured investment products for John Hancock, calling upon independent financial advisors. Recently he spoke with one of his best clients, an advisor in Michigan, and Tony asked his client for the secret to his success. The advisor said that one factor in his success was that he consistently over-served his clients. This advisor’s clients received such a high level of service that these clients consistently told their family, friends, business associates, and neighbors about the advisor’s exceptional service.

Tony gave me another example of exceptional service. He took his wife, Judy, to the Capital Grill in Troy, MI for dinner. Capital Grill is a high-end chain restaurant known for exceptional food and premier service. When Tony and Judy arrived for dinner, the server asked if this was a special occasion. Tony responded by telling the server they were celebrating their fortieth wedding anniversary. The server returned with complementary champagne. In short order a photographer arrived to take a photograph of the Pappas’. The head waiter and general manager soon arrived with greetings and congratulations. When they left the restaurant, the maître d’ presented them with the photograph – framed! Two days later they received a congratulatory card from the restaurant.

Do you think they will go back? Might they recommend Capital Grill to others? I suggest they are enthusiastic customers – for life.

How do you make your clients feel special? What client service touches demonstrate your appreciation for their business and relationship? Would they say you are their only advisor – their advisor of choice? Over-serve your clients, and you will increase your business through repeat sales and non-stop referrals.

Good selling!

Technorati Tags: professional salespeople, sales leader, client service

Michael Roby Featured Speaker For Bank Insurance Securities Association Conference

Michael Roby — Sat, 08 Dec 2007 22:39:01 +0000

Business strategist and professional speaker Michael Roby addressed a group of leading financial institution sales managers at a management conference in St. Helena, CA on December 3, 2007. Bank Insurance Securities Association (BISA) hosted their “Sales Management Fall Workshop,” which was open to institutions in the United States and Canada. Roby conducted his “Managing Excellence” seminar, which teaches sales management strategies and skills.

BISA, based in Wayne, PA, fosters the full integration of securities and insurance businesses with depository institutions’ traditional banking businesses. BISA reaches out to and offers services to executives throughout its member firms. BISA participants include executives from the securities, insurance, investment advisory, trust, private banking, retail, capital markets, and commercial divisions of depository institutions. The BISA provides a single forum for these executives and their product and service partners to work together to find solutions to help grow their businesses.

Michael Roby is a nationally known speaker that helps his audiences get improved sales results that are quantifiable and lasting. While corporations and audiences know Michael as an authority on sales, marketing, and the distribution of financial services, he is also known as one of America’s best motivational speakers. Roby delivers thought-provoking keynotes that leave a lasting, positive impression on his audience. His website, www.michaelroby.com is also home to a leading sales and marketing blog.

Technorati Tags: Business strategist, professional speaker, Bank Insurance Securities Association, sales management