Simplifying the Complex to Help Drive Confident Decisions
Founder Leading Perspective
Rob has expertise in all aspects of financial planning, advisor practice management, and investor education gained from over 25 years' experience at industry leading firms, BlackRock and Merrill Lynch.
In addition to delivering educational presentations to audiences of all sizes, Rob has been featured in the media for his perspectives on financial planning and Social Security. He has appeared on CNBC, Fox Business, Bloomberg, and Advisor TV. Additionally, he has been quoted in a variety of publications including the Wall Street Journal and USA Today.
Sally is an expert in executive leadership. She has spent her 30-year career at firms such as BlackRock, Merrill Lynch & Mercury Asset Management building, leading, and motivating sales teams.
Sally coaches executives on a variety of issues including employee development concerns, effective decision making, team coaching, change management and helping individuals take the next step forward in their careers. Also, Sally consults with sales leaders to help them develop talent and build more effective sales teams, increase productivity, launch campaigns, and build and moderate successful sales meetings.
Founder Mariboe Consulting
Kathleen is an experienced financial writer and content strategist with over 30 years of experience working with top financial service brands (Merrill Lynch, BlackRock & UBS) to drive client engagement and support business initiatives.
Kathleen creates content that tells a clear and compelling story through all types of medium, traditional and digital. She has a demonstrated proficiency in delivering relevant messages to financial professionals, business owners and investors.
After earning his Master's of Communications in 1995, James has acquired over 20 years of experience coaching public speakers of all levels and prides himself on being able to help presenters craft and deliver messaging specific to their audience.
James' knowledge of persuasion and rhetorical analysis has benefited hundreds of public speakers, improving their presentation skills and elevating the efficacy of their content. He provides individual instruction, group training, and material review.