Money Concepts Presents Educational Workshop for Insurance and Financial Service Professionals in Westborough/Boston, Massachusetts

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Money Concepts®, a Wealth Management and Financial Planning firm, is sponsoring a complimentary “Coffee with the Coach” workshop on June 2nd in Westborough/Boston, Massachusetts. Nationally recognized coaching consultant, Michael Roby, will lead the workshop that focuses on strategic practice management ideas currently being used by industry leaders.

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Money Concepts®, a Wealth Management and Financial Planning firm, is pleased to present one of America’s leading sales and marketing coaches for a casual conversation about how to grow your financial services business, provide enhanced service and enjoy more free time on June 2nd.

This two hour workshop in Peabody is complimentary to insurance and financial services professionals. The topics will focus on Big Vision-Big Ideas-Big Results and will be led by Michael Roby. Hear sales, marketing, and practice management ideas currently used by leading financial services advisors. In addition, attendees get to select topics of interest to them based on their needs.

Topics include:

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

For more event details and to RSVP, please register here

As a testament to Michael Roby’s impact on the industry, below are a couple testimonials from financial service professionals:

“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!” Ryan Brellenthin, Waypoint Advisors

“Mike was extraordinary. Having been in the business for many years, I have heard countless speeches on business development but Mike's was the best. He gave a second motivational speech on 'being a hero' which was truly inspirational. Excellent content with a dynamic presentation. Mike is a great speaker.” - Craig Watanabe; COO, Penniall & Associates, Inc.

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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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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