The Ultimate Small Cap Business: Building a Financial Advisory Practice

The Ultimate Small Cap Business: Building a Financial Advisory Practice provides strategies and tactics to help advisors in the retail financial products business to grow their business. This book provides insights on starting and growing a business for the person considering the profession, the novice practitioner, as well as experienced advisors.

Written by Michael Roby, a business strategist, professional speaker, and author with over thirty years experience in financial service sales, The Ultimate Small Cap Business: Building a Financial Advisory Business contains strategies and tactics that work. Mike has a broad range of experience as an award winning advisor, manager, trainer, and wholesaler. Having worked with thousands of advisors from every distribution channel, Roby s breadth of experience offers a wealth of ideas that provides benefit to any advisor. Each year, Michael Roby speaks to thousands of financial advisors, agents, and bankers at sales conferences across America, not only as a strategist but also as a conference keynote speaker. As a featured columnist for national financial sales and marketing magazines, Mike s expertise is read by over thirty thousand advisors each month.