Complimentary Financial Practice Management Workshops Hosted by Money Concepts

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Interested in learning new strategies to grow your financial services business, provide enhanced services and enjoy more free time? If your answer is “YES”, you will not want to miss “Lunch with the Coach”.


Big Vision - Big Ideas - Big Results

Wealth management and financial planning firm, Money Concepts, is pleased to host a complimentary workshop focused on helping insurance and financial professionals.

With a focus on Big Vision- Big Ideas- Big Results, the personalized topics of discussion include:

    Building a 100% Referral Business
    Creating a Unique Client Experience
    Making Client Service Sell
    Staffing and Training
    Simplified Business Planning

Join one of America’s leading sales and marketing coaches for a casual conversation session that is sure to impact your business. Michael Roby will lead the discussion and share sales, marketing and practice management ideas currently used by leading financial service advisors. “Lunch with the Coach” will be held Tuesday on May 13 at 1520 South 5th Street, St. Charles, MO 63303 from 10:30 AM to 1:00 PM (CDT).

For more event details and to RSVP, please Register Here, of Email bquinney(at)moneyconcepts(dot)com or call us at 636-925-3000.

About Michael Roby:

Since 1974 Michael Roby has studied and practiced the art and science of professional advisory services. His passion for helping others succeed has been demonstrated in his roles as a financial advisor, sales manage, and investment wholesaler. Today Michael shares his expertise with professional service providers, including broker/dealers, financial product distributors, insurance companies, tax professionals and financial institutions as a sales and marketing consultant and business coach. Michael is the author of The Ultimate Small Cap Business: Building a Financial Advisory Practice, published by Expert Publishing. For more, visit

About Money Concepts:

Money Concepts Capital Corp. is a privately owned independent broker-dealer and dually registered as a Registered Investment Advisor based in Palm Beach Gardens, FL. Established in 1979, and its parent company Money Concepts International, Inc. has a network of approximately 700 financial professional’s centers nationwide.

In addition to serving independent advisors, Money Concepts provides turn-key wealth management services for community banks, credit unions and tax professionals. Money Concepts advisors provide holistic planning and offer a full array of non-proprietary products and services including advisory and alternative investment services.

For more information, visit and follow us on Facebook, LinkedIn and Twitter. You may also contact our Regional Director Kenny Parker for Missouri at 636-925-3000.

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Contact Author

Allen Porter
Money Concepts
561-847-2113 Ext: 2113
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Mario Monteiro
Money Concepts
561-472-2000 2004
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