Richard Weylman, CSP, CPAE

Richard has a worldwide reputation for helping clients better understand how to make the changes necessary to attract and retain new customers, as well as the right talent to elevate business performance

Sarano Kelley

The Kelley Group has been delivering number-one rated speaking, top-ranked coaching, and world-class training to elite advisors and senior managers in the financial services industry

Amy Florian

Helping financial professionals support clients experiencing death, widowhood, divorce, a serious diagnosis, aging, empty nest, retirement, and all the other major transitions of life.

Anthony Iannarino

Anthony is the designer of Level 4 Value Creation™ and Building Consensus, methodologies that help sales organizations achieve transformational, breakthrough results.

Bill Walton

Bill Walton is A Nationally-Recognized Authority on Creating Greater Value in the Seller/Customer Interaction

Joe Calloway

Hall Of Fame Speaker, Joe Calloway helps great companies get even better. He helps organizations focus on what is truly important, inspires constant improvement, and motivates people to immediate action.

Mike Sciortino, Sr,

Michael helps businesses like yours create clients for life by utilizing Gratitude Marketing® to cultivate and nurture meaningful long-term relationships with your clients.”

Shep Hyken

Hall of Fame Speaker Shep Hyken, is a customer service expert who works with companies that want to build loyal relationships with their customers and employees.

Mark Sanborn

Hall of Fame speaker, bestselling author and noted authority on leadership, team building, customer service and change.

Scott McKain

Scott McKain is a Hall of Fame speaker and known authority who helps organizations create distinction in every phase of business and teaches the “Ultimate Customer Experience.”

Matt Oechsli

The DOL’s Gift to Elite Advisors. It’s time to double down on affluent marketing! Affluent clients who aren’t being serviced by an elite advisor will be asking questions of this genre to themselves, and quite likely to their friends.

Stephen Harvill

Welcome to the DAZZLING BLUE MOVEMENT, a journey to become extraordinary, to develop a sustained performance that will differentiate you in a world continually marginalized by common experiences.

Joey Coleman

The First 100 Days - Creating Remarkable Customer Experiences to Gain a Customer for Life.

Jay Mooreland

Providing Financial Advisers the Tools to Anticipate & Manage Client Behavior Through Volatile Markets

Dennis Moseley-Williams

A Certifed Expert in The Experience Economy Who Teaches Trust, Transparency & Engagement to Foster Closer Client Relationships.

We Believe In Making A Difference Which is Why We Do Things Distinctly.

Expert Speakers & Trainers for the Financial Services Industry. Call (855) 808-6867.

Ro Morrison & Associates is a personalized speakers bureau serving the financial services industry. We are one point of contact to match you with the industry’s leading keynote speakers, trainers, experts and other specialized service companies to meet your needs.  We think of ourselves as an “outcome company.”

The RMA Promise: We always put our client’s interests ahead of our own 

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