About The Journey Companies
Empowering Financial Advisory Firms to Achieve Elite Status
MICHAEL ROBY
A Five-Decade Journey of Professional Excellence
1970s – 1980s: The Advisory Foundation
Entering the Financial services industry in 1974, Michael laid his foundations as a financial advisor and manager. He built a stellar reputation as a top-producing independent planner at a leading broker-dealer where he was recognized as Financial Planner of the Year, and earned honors in employee benefit sales, serving institutional clients such as Kentucky Bankers Association, Kentucky Auto Dealers Association, Associated Industries of Kentucky, as well as several other industry associations. With a passion for business, he twice represented Kentucky at the White House Conference for Small Business.
1990s – 2005: Scaling to Institutional Heights
Shifting to institutional wholesaling, Michael excelled at building relationships and growing the business. He scaled a $26M six-state territory to $100M across seven counties, securing multiple Wholesaler of the Year designations from prominent client firms.
2006 – Present: Coaching & Speaking Legacy
Michael turned his expertise into a coaching and consulting mission, advising independent financial advisory firms, Broker-Dealers & RIA’s, investment wholesaling companies, and service-minded companies on creating exponential business growth, and successions, and mergers. Mike has been the personal business coach for the #1 advisor at six firms. He brings a variety of resources and assets to the table for his clients, including being an independent Kolbe Certified™ Consultant, using Kolbe Wisdom™ to help his clients produce more effective results more efficiently.
Better Businesses. Better Lives.
At Journey Companies, we believe that success shouldn't come at the cost of your personal life. We partner with growth-minded business leaders to give them the tools, templates, and systems to get more done in less time.
Through our step-by-step coaching and real-world resources—tools and knowledge products in each of The Six Areas of Operational Maturity—we help you build a business that empowers its associates and gets results. The outcome? A highly valuable business, constituencies which are served well, predictable margins, and the freedom to focus on what you do best.
Simplify Complex Operations
We help you write the step-by-step Standard Operating Procedures that run your office, so you don't have to rely on your memory.
Maximize Enterprise Value
We help you document your processes and establish Standard Operating Procedures (SOPs) so your business has real value even when you aren't in the room.
Elevate Client Experience
We help you design transparent fee packages, create structured service tier checklists, and set up client referral processes that generate new business without awkward sales pitches.
Build Better Teams
Provide better Role Descriptions, improve your hiring and interview process, create more synergy in your team, help everyone understand how to do more while reducing stress, tension, and strain.
Ready to Elevate Your Practice?
Take the first step. Contact us to schedule a complimentary diagnostic session, discuss keynote speaking engagements, or explore practice consulting options.