Who We Serve

The First Speakers’ Bureau Exclusively Serving the Financial Services Industry

At Ro Morrison & Associates, our expertise lies in connecting our clients with experienced, industry-focused speakers and trainers to create high-impact events for the financial services industry. Our clients include the following.

From industry conferences to product launch events to client seminars, WE DO IT ALL. You’re not just getting a speaker. Through our consultative approach, we work with you and the speaker to construct an event that will drive the results you need.


We attend many industry conferences ourselves, to evaluate and screen potential speaker partners and to stay up-to-date with the latest finance trends and insights. National, regional, and local conferences are an important part of the financial services industry. Our speakers truly understand these conferences.

We speak your language. We ask the right questions. With our background, in the financial services industry, we’re able to help you identify the speakers who will make your conference a huge success while helping you implement a pre-event and post-event strategy to maximize your investment.

Training Events

Our speakers are experienced in advisor training and wholesaler training and provide half-day, full-day, and multiple-day programs that get the audience involved. Training only matters if it sticks. Our speakers bring unique insights and a custom approach to every engagement, as well as offering post-event follow up and implementation support to ensure your event generates lasting impact.

At Ro Morrison & Associates, we have been part of these training programs, and we know what is required to make them successful. This is where we really shine, by facilitating pre-event and post-event connectivity along with specialized training for the management team.

Wholesaler Presentations for Advisors

Whether you’re a wholesaler looking to bring in a speaker or a broker-dealer asking a wholesaler to sponsor a speaker, we can help. Our methodology of training the wholesaler on the front end to connect with the advisor on the back end is what really sets us apart. We combine this with the right speaker for a real home run.

Advisor Client Events

For financial advisors hosting client events, we not only provide top speakers but also work to connect the event to the advisor’s larger objectives. It goes without saying, that a speaker for a client event must be compelling—both knowledgeable and relatable, someone who can truly connect with an audience and inspire action.

Our methodology takes this a step further. We first train the wholesaler on the program, then train the advisor, and then connect the client, which ultimately creates money movement for everyone.

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