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.

Bill Walton

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

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.

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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