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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

Perspective

Posted By Michael Roby | Wednesday, April 22nd, 2015

This morning I thought I saw some movement in the room in which I was sitting. As it turns out, it was a reflection from outside on a granite countertop. I was fasinated by how moving my head ever so slightly made the image I saw change dramatically!

Sometimes we need to look at something from a slightly different perspective to see something in a totally unique way. The same is true of our business. Take some time to examine what you are doing to determine the effectiveness of your activities.

Why I Don’t Link/Connect/Friend Everyone

Posted By Michael Roby | Friday, March 6th, 2015

connection 150x150 Why I Don’t Link/Connect/Friend EveryoneIn today’s world relationships and connections become challenging. We are all so busy. We find it difficult to pick up the phone or meet people for coffee or lunch. In the past we wrote to people…on PAPER. Then in 1993 an idea became reality, and it changed our world forever: Email!

Electronic Mail made it EASY to reach out to others, and as you built your email address list, you could send the same message to many people at the same time!

May 2003 saw the birth of LinkedIn, and in February 2004, Mark Zuckerberg launched Facebook. These social media sites now serve hundreds of millions of members. Now we had the power – and I mean power – to connect, link, and friend people we knew. People took the next logical step.

Connect With EVERYBODY!

This strategy can be counterproductive at best and creepy at worst.

Facebook started out as family and friends. You shared news and pictures. We were told to NOT connect with everyone. LinkedIn is different. While LinkedIn is all about business networking, it was more information and professional connection driven. Different people share different – and often valid – opinions regarding connection. A common thought is you should connect with EVERYONE.

Some people have a tactical connection strategy, in particular those who mass-market. For me, I choose to not connect with everyone, unless we have some prior connection or relationship, or common interests. I choose to be more strategic in my networking strategy. Here’s the good news about connection:

You don’t have to connect with everyone if you use a Strategic Referral Relationship System™.

By building organically through referrals, you build a business that is built for exponential growth, and is perfect for networking. It calls for a slightly tighter focus. But by being INTERESTED in others and meeting their needs, your network will grow. It cannot help but do so. When you DO connect, do your best to have a PERSONAL exchange with that person to see how you might learn more about them and provide value.

By all means, always feel free to send a connection request, but don’t feel slighted if I want to know a little more! I just want to know if I can provide some value to YOU by connecting, and not just have another name in the database. In addition, PLEASE reach out if you believe I can help you in any way!

Work Hard & Have Fun!™