Advisors in Transition (AiT) Meeting
Creating Presence In Your Absence: Using Online Meetings To Maintain and Grow Relationships
Managing Partner, Journey Advisory Group
Michael Roby has coached financial advisory firms from $100 million to over $1 billion dollars in AUM. In the last two years, over 250 of his coaching sessions have been using the Zoom platform. In addition, he has coached his clients on best practices for online client and prospect meetings. This past quarter his coaching clients have opened multi-million-dollar relationships using online meetings…on the first call. In addition, his clients have achieved extraordinary results in getting referrals in these meetings.
His firm coaches firms to build better businesses, with better outcomes, and better lives for clients, teams, and ownership groups. Mike has used his experience building advisory firms to build a large and loyal following. Since 2006 he has devoted his time to his coaching clients, including financial advisory firms, product distributors and Broker-Dealers.