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 “Coffee with the Coach”.

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Big Vision - Big Ideas - Big Results

Wealth management and financial planning firm, Money Concepts, has hosted complimentary workshops focused on helping insurance and financial professionals grow their business. “Coffee with the Coach” is coming to Ohio.

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. “Coffee with the Coach” will be held Wednesday November 13th in Columbus, OH.

For more event details and to RSVP, please visit

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 for Ohio, Mr. Patrick Dodds RFC, CEP by visiting or calling (937) 592-0200.

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