What are Your Key Initiatives?

We Make You the Priority

Partner with Ro Morrison & Associates to provide you with one location for your entire speaker & training needs. Let us do all the work so that you can stay focused on running your business.

Supporting Your Key Initiatives
We are here to help you find the right speaker to support your top initiatives to deliver the right outcome. Our goal is to make you look good.

  • Keynote Speaker
  • Advisor Performance Training
  • Networking Events
National or Regional Sales Conferences
Tell us your priorities and we will work to ensure you have a great speaker with the right topic to meet and exceed your desired outcome.

  • Keynote Speaker
  • Breakout Sessions
  • Training Sessions
  • Pre-Conference Training Sessions
Leadership Training
We work with speakers and trainers that can help you further develop the qualities of great leadership that are essential to succeeding in the financial services industry.

  • Management Programs
  • Sales Performance Coaching
  • Developing Executive Leadership
Marketing, Technology & Social Media
We have partnered with Financial Marketing and Financial Social Media companies to provide you ways to help build your advisor’s brand and business.

  • Financial Advisor Marketing
  • Financial Social Media
  • CRM Platforms
Consumer Appreciation Events
Client events are essential for advisors to retain their top clients. It is a great way to make clients feel good about their choice of advisor and it is also an opportunity for the advisor to provide something back.

  • Financial Related Topics
  • Non-financial Related Topics
Continuing Education
We have partnered with a CE company to offer you their services and we work with a number of speakers who have been approved to offer CE as part of their sales training programs.

  • Speakers with CE
  • CE Programs designed for you
  • Ask us about Superior CE
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