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Expert Publishing, Inc.Your resource for independent publishing |
The Ultimate Small CAP Business: Building a Financial Advisory Practice
by Michael Roby
| Owning your own business is part of the American dream. The ability to set your own hours, choose your clients, and unlimited income are all part of the dream, and this certainly applies to those in financial services sales. Whether you are an employee-advisor or an independent, you are in business for yourself. To maximize the potential of your financial advisory practice, you must run it like a business--your business. Michael Roby draws on his more than thirty years of success in the financial services industry to show you how to develop your own model for building or expanding your own practice. Whether you're working alone or heading up a team, you'll discover ways to increase sales, to classify clients, to measure success, and to run your practice efficiently and effectively. If you want to create the financial advisory practice you've always wanted, you need this book. Softcover, 4.25 x 6.5 |
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Michael Roby is a sales and marketing strategist, author, and professional speaker. In thirty years in the financial services industry, Mike has continually demonstrated excellence and leadership as a financial advisor, sales manager, and investment wholesaler. As an authority on financial product distribution and marketing, he is a sought after speaker and trainer by banks, broker/dealers, money managers, and insurance companies. In addition, Mike writes a regular marketing column for Bank Advisor Magazine. Mike is a professional member of the National Speakers Association (NSA) and NSA-Minnesota, serving NSA-Minnesota as a director and member of the executive committee. In addition, Mike has been named "Member of the Year" by NSA-Minnesota. Mike and his wife, Melanie, live in Savage, Minnesota. mike@michaelroby.com |
