Money Concepts Hosts Nationwide Financial Practice Management Workshops

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Join one of America’s leading sales and marketing coaches for “Coffee or Lunch with the Coach,” a casual conversation about how to grow a financial service business, provide enhanced service and enjoy more free time.

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Money Concepts, a Wealth Management and Financial Planning Firm, is proud to announce a free series of workshops designed for insurance and financial service professionals looking to grow their business and enhance their service.

Led by Michael Roby, one of America’s leading sales and marketing coaches, “Coffee or Lunch with the Coach” provides networking opportunities and the chance to engage in a casual conversation regarding sales, marketing and practice management ideas currently used by leading financial service advisors.

Seven complimentary workshops will be held across six states starting Friday, October 17th and ending Friday, November 8th. The workshops will last about 2 hours and will discuss topics of interest selected by attendees based upon their needs.

With a focus on BIG VISION- BIG IDEAS- BIG RESULTS, personalized topics of discussion will include:

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

“Michael's concepts represent a breath of fresh air with respect to sales strategy. By implementing his strategies I have increased my hit ratio to nearly 90%. Thanks Michael!” says Ryan Brellenthin, Waypoint Advisors.

“Coffee or Lunch with the Coach” will be held on October 17th in Wethersfield, Connecticut, October 22nd in Middleville, Michigan, October 28th in Saint Louis, Missouri, October 29th in Springfield, Missouri, October 31st in Linthicum Heights, Maryland., November 4th in Roswell, Georgia and November 8th in San Antonio, Texas.

For more event details and to RSVP, please visit one of the below links for a location near you:

October 17th in Wethersfield, Connecticut

October 22nd in Middleville, Michigan

October 28th in Saint Louis, Missouri

October 29th in Springfield, Missouri

October 31st in Linthicum Heights, Maryland

November 4th in Roswell, Georgia

November 8th in San Antonio, Texas

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 manager, 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 learn 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.

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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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