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Posts Tagged ‘Keynote Speaker’

Monday Morning Jump Start #3

Posted By Michael Roby | Monday, March 19th, 2012

This is going to be a big week! Two weeks left to complete Q1 of 2012. Last week a client stated, “This quarter is over.” I DISAGREED!

A big part of business – and life – is how you finish. What can YOU do to finish the quarter strong? Consider five (5) simple steps:

  1. Review your Q1 Plan. Take a look at your plans and ask, “What’s left?”
  2. Build a list of your ten (10) BEST clients and/or prospects and call them TODAY.
  3. Look at your daily task list and circle the top three things that create the greatest value AND drive revenue.
  4. Set a goal of breaking a weekly sales record. It could be new accounts, GDC, FYC, sales calls, referrals; what ever you choose!
  5. Execute!!!

Late in the week, pull out your Q2 Plan, and make certain you and your team prepare to execute that plan.

Need a boost? CLICK HERE to see Matt Cutts’ TED™ Talk on doing something new for 30 days. It will take a whopping three and a half minutes. What are new things YOU could do to improve your business, your relationships, your community, your LIFE?

Top Wholesaler Mistakes #6 – Drive-By Wholesaling

Posted By Michael Roby | Wednesday, September 7th, 2011

Wholesalers face aggressive activity objectives. Today’s standard is 25 in-person contacts per week. When covering larger geographies this proves challenging. As a result of insufficient scheduling, some wholesalers stop at an advisor’s office after calling to say, “Hey, I’m just down the street…” or – even worse – totally unannounced. “Do you have a few minutes?” turns into 30- 60 minutes. The wholesaler attempts to tell his or her story with little regard for the schedule of the advisor.

Recently a coaching client called me about a wholesaler dropping in unannounced and sucking up an hour of his Associate Advisor’s time. This wholesaler has a quality product, but my client called the wholesaler and advised him not to call or come back. You might ask if this is a little drastic; maybe so.  However, my client was waiting on a report that was to be prepared by the associate – and the report was late. Not only did my client fire the wholesaler, but he had to deal with a delayed meeting because the associate tried to be courteous to the wholesaler.

Are Drive-By’s ever appropriate? Possibly when dropping off a promotional item ONLY or to introduce oneself and schedule a future appointment. However, if a wholesaler expects the advisor to have empty time in his or her calendar because the wholesaler has empty time, the situation is totally unprofessional.

FOR ADVISORS: Be jealous with your time. Give wholesalers your “ground rules” for meeting. And be on time when you have a meeting scheduled with the wholesalers. Their time is as valuable as yours.

FOR WHOLESALERS: Schedule in advance. Use a scheduler. Set your next meeting at the conclusion of this meeting. And always be a pro.

Good Selling!

Making Deposits In Your Success Bank

Posted By Michael Roby | Sunday, July 31st, 2011

Today’s kids just aren’t motivated. We have spoiled and coddled them. They don’t have drive, and can’t deal with competition.

Yeah, right.

Yesterday Missy Franklin put an exclamation point on her first world swimming championships in Shanghai.  She won five medals in all — two golds and a silver in relays as well as a gold medal in the 200 back, and a bronze in the 50-meter backstroke. Her performance put Michael Phelps meet – which was outstanding – into the second paragraph of news articles. Phelps was quoted as saying, “She does it all… she’ll remember this for a long time.”

Did I mention Missy Franklin is only 16?

Missy teaches us some wonderful lessons. You are never too young (or too old) to realize big dreams, but those dreams come with a price! During the broadcast, the commentators from NBC mused about the influence of Franklin’s coach, Todd Schmitz. Schmitz taught his young swimmer that when you practice, it is similar to making deposits in the bank. You keep making deposits whenever you practice, and you equate the amount of the deposit to the quality of the practice. When you compete, you get to withdraw everything you have deposited!

Apply this to your business. How can you make “deposits” into your business? What can you “practice” that will result in significant withdrawals in the future? Consider practicing:

  • Exceptional Service
  • Keeping Promises
  • Presentation & Delivery
  • Staff Empowerment & Development
  • A Never-Ending Commitment to Improvement & Excellence

Congratulations, Missy Franklin. Thank you for your inspiration, and best wishes for continued success, and a long and happy life.

And to you…

Good Selling!