Attention: All Financial Advisors Who Want To Grow Their Businesses And Be The Premium "Go-To" Resource For Their Clients...
Succeed And Lead In These Troubled Economic Times!
"The Strategist & The Shrink"
Sales And Marketing Strategists Show You How To Grow Your Business, Be A Partner To Your Clients, And Earn More Profits!
Learn strategies and tactics that deliver immediate business growth and improved levels of service while maintaining your professional ethics and personal sanity...
(Watch this brief introduction video, then keep reading...)
(Depending on your connection speed, it may take a moment
for the video to begin playing once you click the "Play" button):
From the desks of:
Michael Roby and Dr. James Rafferty
Dear Financial Services Professional,
Consider these alarming statistics -- from leading media outlets and periodicals followed by financial services professionals just like you:
“In a survey of Investment News readers conducted last week, 70% of 329 advisers said that the economic downturn and its effect on clients have negatively affected their physical and/or emotional health.”
-- Jeb Horowitz, Investment News | March 8, 2009
“Stress is mounting for everyone who’s watching stocks plummet, savings shrink and job security crumble.”
-- Nate Herpich, The Street.com | March 12, 2009
“Financial advisors are under intense pressure and stress—even before the recent market rout. It’s Wall Street’s natural state. Indeed, 23 percent of the FAs surveyed by Dr. Alden Cass, a licensed clinical psychologist, were diagnosed with clinical depression and 38 percent had mild-to-moderate symptoms.”
-- David A. Geracioti, Registered Rep, Inside The Minds Of Financial Advisors | May 01, 2008
You have many questions, particularly in these tough economic times...and we have answers!
The Answer: Hire The Strategist & The Shrink To Speak
at Your Next Sales Meeting And Learn How To Survive
And Thrive In These Tough Economic Times!
Michael Roby, a financial services sales and marketing strategist and Dr. James Rafferty, a clinical psychologist, have teamed up to point you in the right direction to grow your professional services practice in challenging economic times.
Your firm will learn strategies and tactics that deliver immediate business growth and improved levels of service while maintaining your professional ethics and personal sanity.
When you hire The Strategist & The Shrink to speak at your next sales presentation, your audience will walk away with the tips, tools, and strategies that solve these burning issues:
How financial advisors like you can grow their business and add clients when people are afraid their financial world has collapsed and their retirement plans are in ruin
What strategies develop deeper relationships with those you serve, and turn clients into advocates who tell the world about you and the benefits you provide
How you can overcome the psychological challenges faced by you, the professional advisor, when clients lose trust and panic
How to remove emotion and help clients make smart financial decisions
- And much, much more!
All of our presentations are hand-tailored to meet the specific needs of your audience. When you engage The Strategist & The Shrink to speak at your next sales meeting, we will work with you in advance to make sure we deliver a dynamite presentation that will inspire, reassure, and galvanize your audience of financial services professionals to take action today!
Meet The Strategist & The Shrink:
Michael Roby and Dr. James Rafferty
Michael Roby and Dr. James Rafferty have a combined 40+ years working with practitioners in various industries, including financial service institutions, brokerage firms, attorneys, and physicians, grow their business, gain and retain clients, and become the premium resource to help clients, customers, and patients by putting them at ease and empowering them to make smart decisions.
The Strategist: Michael Roby
Michael 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.
Michael Roby 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. A client firm with over 2,000 representatives utilized Mike’s services to help them rebuild their sales story and distribution strategy for one of their core financial products. The result: year-over-year sales went up by 46 percent, and the average account doubled – in one month.
Michael Roby coaches some of the most successful financial advisors in the industry, two of which are #1 in the broker-dealer in GDC. Mike is member of the National Speakers Association and NSA-Minnesota, and is a recipient of NSA Minnesota’s “Member of the Year” Award.
The Shrink: Dr. James Rafferty
Dr. James 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. He developed Patient Satisfaction protocols that raised a top 100 hospital’s patient satisfaction scores about medical care from the 40th percentile to the 80th percentile.
As part of his consultation business, Dr. James Rafferty 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. James Rafferty has lectured widely across the United States and is the recipient of The Academy of Medicine Outstanding Faculty teaching award.
"Michael Roby understands how Brokers/Registered Reps think...he has the ability to move you emotionally as well as to motivate you to execute at a higher level."
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
John Hancock Financial Services, Inc.
"Our representatives have always benefited from Mike’s knowledge, experience and passion for the financial services industry."
Passion: Webster’s defines it as strong emotion and strong desire. I define it as Mike Roby. Mike’s desire to help those in the financial services industry better serve their communities and clients shines through in everything he does. Be it speaking, training or consulting - our representatives have always benefited from Mike’s knowledge, experience and passion for the financial services industry.
Greg. C. Gunderson, CFP
President, Investment Centers of America, Inc.
NOW is the Time To Take Action!
Hire The Strategist & The Shrink To Take Your Next
Sales Meeting To The Next Level!
The best decision you can make today is to hire Michael Roby and Dr. James Rafferty! Their speaking schedule is filling up fast as financial services sales executives, professionals, and brokers are lining up to learn how to energize their practices and become the #1 "go-to resource" for their clients!
It's easy to get started!
The best and most effective way is to fill in the form below and provide us some basic information that will help us better serve you. We will call you back within one (1) business day to confirm and make arrangements, and to get any additional information we need to prepare your presentation.
If you need to speak with someone in person, give us a call at 952.455.6423. Leave a message and we will call you back right away.
(* All fields are required.)
We respect your email privacy.