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Keynotes & Breakouts

Delivering Quantifiable & Lasting Results

Nationally-Known Business Consultant, Coach, and Speaker Michael Roby

50+

Years Experience

Top 5

Financial Planner

$100M+

Sales Achievement

3x

Wholesaler of the Year

2x

NSA MN Member of Year

Service Pillars

Three Ways Michael Serves Professional Providers

Mike combines fifty years of trenches experience in financial planning, wholesaling, and executive coaching to help teams execute with clarity and speed.

Keynote & Breakout Speaking

Eloquent, high-impact keynotes and breakout presentations packed with results-getting experiences that audiences can easily transfer directly to their own business.

Sales & Marketing Consulting

Strategic advisory services to optimize territory design, wholesaling operations, structure service packages, and unlock massive sales efficiencies.

Sales, Marketing, & Executive Coaching

One-on-one and team coaching using Kolbe™ concepts and operational maturity models to build self-sustaining practices and elite advisors.

About Michael Roby

Practical Wisdom from Fifty Years in the Trenches

Professional services audiences know Michael Roby as a nationally-known business consultant, coach, and speaker that helps his clients and audiences get quantifiable and lasting RESULTS. In over fifty-years in the financial services, business consulting, and coaching, Mike has acquired tremendous results-getting experience that he can eloquently transfer to others.

An international financial planning firm named Michael as one of their top five Financial Planners from 1991-1994, and he consistently ranked among the firm's top ten advisors. He later served as the head of the Financial Institution Marketing Department for the firm.

In ten years as an Investment Wholesaler, Michael took a six-state territory with $23,000,000 in sales to over $100,000,000… in one-half of ONE state.

If you want to see people make positive change… hire Michael Roby!

The best compliments come from your customers, and Michael has been honored as the “Wholesaler of the Year” by three national broker-dealer firms which he has called upon.

Learn More About Michael Roby
Proven Record

Partial List of Audiences

Michael has spoken to, consulted with, and coached members of leading financial firms and associations nationwide.

Ameriprise Financial Anchor Wealth Management / Anchor Bank (MN) Asphalt Paving Association of Iowa Assoc. of Independent Information Professionals AtheneUSA Bank of America BB&T Investments Bremer Bank CFS Financial Services Citibank Davenport & Company Edward Jones Gradient Financial Services Heritage Bank HighMark Funds Impact Partnership Invest Financial Corporation Investment Centers of America (ICA) John Hancock Financial Services Key Bank LPL Merrill Lynch Mid-America Credit Union Association Million Dollar Roundtable (MDRT) Money Concepts International Morgan Stanley NAIFA - Central Iowa National Association of Variable Annuities North Dakota Bankers Association North Dakota Student Leadership Foundation NW Minnesota Manufacturers Association Piper Jaffray Saybrus Smith Barney Stifel Nicolaus Sun Life Financial Distributors SWBC Investments Tax Sheltered Compensation Thrivent Financial For Lutherans Topline Federal Credit Union Union Bank (CA) United Life USAdvisors / Securities America Allianz VSR Financial Services Wall Street Financial Group Wells Fargo Western National Insurance Woodbury Financial Services, Inc. WSB & Associates
Connect With Michael Roby

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.