Michael Roby's Book
Click here to learn more about Michael Roby's book, Ultimate Small Cap Business
Recent Blog Posts
Results-Oriented Solutions for Banks
and Credit Unions
General Services
Inter-Departmental Referral Program Design
- How Does An Institution Get Departments Pulling Together To Maximize The Profitability
Of Its Key Relationships? A Plan Is Designed To Achieve Institutional Goals - Tools Used In The Program Design Include Surveys, Individual Interviews, Customized Metrics To Gauge Success, And Facilitated Workshops
Cross-Selling Training Programs
- Development Of Institutional Objectives And Training To Help Achieve These Objectives
- Emphasis On Employee Education And Providing Employees With The Techniques
Of Effective Cross-Selling
Customer Relationship Branding
- Intense Focus On Your Institution’s Brand
- Strategic Plan Development To Communicate Your Brand
- Using Your Brand To Leverage Your Key Relationships
Investment Programs
Business Plan Development & Review
- Comprehensive Plan Development Based on Strategic Objectives
- Periodic Plan Review
- Advisor / Rep Coaching
Marketing Plan Development & Review
- Specific Plan Development Based on Institutional Strengths & Core Markets
- Campaign Planning
Broker / Dealer Evaluation
- B/D Searches & Analysis
- B/D Comparison Based on Key Differentiators
Investment Department Integration Programs
- Team Relationship Development
- Departmental Objective Communication
- Program Perception Surveys & Interviews
- Staff Activity Plan Establishment
- Referral Technique Training
"Michael Roby understands how Brokers/Registered Reps think and his insights into financial product positioning are actionable and valuable."
Michael Roby has demonstrated an uncanny sense of the Financial Services Marketplace. He understands how Brokers/Registered Reps think and his insights into financial product positioning are actionable and valuable. Mike’s communication skills in the education and motivation of sales executives are unparalleled. He has the ability to move you emotionally as well as to motivate you to execute at a higher level.
Robert T. Cassato
Executive Vice President, Distribution
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