Rob Stenberg Helps Financial & Insurance Professionals Turn Good Advice Into Client Action
Keynote speaker, trainer and consultant. Licensed Mindworx SURF Method trainer. Co-author of Selling With Stories. Creator of The Hidden Yes™.
Meet Rob
Rob Stenberg is a keynote speaker, trainer and consultant who helps financial advisors, wealth management firms and insurance professionals close the gap between good advice and client action. His work sits at the intersection of behavioral science, storytelling and real-world sales conversations, backed by more than 30 years of sales, sales leadership, business development, training and speaking experience.
The Gap That Doesn't Get Talked About Enough
There's a gap in financial services that rarely gets discussed: the gap between good advice and client action. Financial advisors and insurance professionals can make the right recommendation, explain it clearly, answer every question, and still hear “I need to think about it.”
Knowing what to do and actually doing it are two very different things. Clients hesitate. They procrastinate. They become overwhelmed. They worry about making the wrong decision. And sometimes doing nothing simply feels safer than doing something.
That's the gap Rob helps financial and insurance professionals close. As a licensed trainer in the Mindworx SURF Method and co-author of Selling With Stories: Your Journey to Influence, Connection, and Trust, he helps professionals understand what may be happening beneath client hesitation, and what they can do about it without resorting to pressure or traditional closing techniques.
Built Around Three Ideas
This thinking comes together in Rob's signature program, The Hidden Yes™, designed specifically for financial and insurance professionals.
CONNECT
Create the trust and psychological safety necessary for clients to tell you what really matters.
UNDERSTAND
Look beneath the objection to uncover the behavioral and psychological barriers that may be preventing action.
MOVE
Reduce that friction and help clients take an appropriate next step with greater clarity and confidence.
The goal isn't to become more persuasive. It's to learn how story listening helps us build long-lasting connections and nurture client relationships.
30+ Years in the Conversations That Create Action
Rob brings more than 30 years of sales, sales leadership, business development, training and speaking experience. He has spent his career studying why some conversations create action while others don't.
Sales, learned the hard way
Rob started in sales out of necessity, with no real training: produce or you won't have a job tomorrow. The mistakes and hard knocks taught him there had to be a better way.
Sales leadership & business development
He went on to lead sales organizations and build business-development teams, seeing firsthand which conversations moved buyers and which stalled.
Training, coaching & speaking
Rob became a Maxwell Leadership certified speaker, trainer and coach and a Story Seekers certified facilitator, teaching storytelling as an influence strategy to executives and sales professionals.
Behavioral science
He became a licensed trainer in the Mindworx SURF Method and a founding member and Ethical Influence Practitioner of the Cialdini Institute, grounding his work in how people actually make decisions.
Author
With Anurag Kumar, Rob co-authored Selling With Stories: Your Journey to Influence, Connection, and Trust, with a foreword by Mike Bosworth.
Today: financial services & insurance
Rob delivers keynotes, workshops, advisor-development programs and consulting for financial-services and insurance organizations that want to improve the conversations between their professionals and their clients.
“There Is a Better Way”
“Getting into sales out of necessity [more than 30 years ago] meant that I had to learn the way of ‘hard knocks.’ No real training, just go out and sell because only the ones who produce are going to have a job tomorrow. Scary stuff. Made a ton of mistakes. Got knocked down. Got back up. Repeat.”
“If your advisors are giving good advice but too many clients are still hesitating, delaying, or doing nothing, that's a conversation I'd be interested in having.”
— Rob Stenberg
Training, Certifications & Memberships
Mindworx SURF Method
Licensed Trainer & Coach in the SURF behavioral-change framework: Set goals, Uncover barriers, Remove barriers, Focus on motivations.
Cialdini Institute
Founding Member and Ethical Influence Practitioner.
Maxwell Leadership
Certified Speaker, Trainer & Coach for leadership development.
Story Seekers
Certified Facilitator of Mike Bosworth's Story Seekers storytelling program.
Selling With Stories
by Anurag Kumar and Rob Stenberg · Foreword by New York Times bestselling author Mike Bosworth
Stories build trust, and trust wins. Drawing on nearly seven decades of combined sales and leadership experience, the book shows how to open doors with empathy, turn complications into catalysts for change, create turning points that inspire action, and listen so deeply that clients feel heard, understood, and ready to trust.
Get Your Copy on AmazonAbout Rob Stenberg
Who is Rob Stenberg?
Rob Stenberg is a keynote speaker, trainer and consultant who helps financial and insurance professionals close the gap between good advice and client action. His work sits at the intersection of behavioral science, storytelling and real-world sales conversations. He is a licensed trainer in the Mindworx SURF Method, co-author of Selling With Stories and the creator of The Hidden Yes™.
What is Rob Stenberg's background?
Rob brings more than 30 years of sales, sales leadership, business development, training and speaking experience. He has led sales organizations, built business-development teams, trained professionals and spent his career studying why some conversations create action while others don't.
What is the Mindworx SURF Method?
The SURF Method is a behavioral-change framework from Mindworx. S: Set behavioral goals. U: Uncover the barriers that keep people from acting. R: Remove those barriers. F: Focus on motivations. Rob is a licensed trainer in the SURF Method and uses it to help professionals understand what may be happening beneath client hesitation.
What book did Rob Stenberg write?
Rob is co-author, with Anurag Kumar, of Selling With Stories: Your Journey to Influence, Connection, and Trust, with a foreword by New York Times bestselling author Mike Bosworth. It is available on Amazon.
Is Rob Stenberg a financial advisor?
No. Rob does not give investment, tax or insurance advice. He works with the professionals who do, helping them improve the conversations in which clients decide whether to act on that advice.
Where is Rob Stenberg based?
Rob is based in Minnesota and works with financial-services and insurance organizations nationwide.
Is Rob Right for Your Advisors or Agents?
A 20-minute discovery call is the fastest way to find out.
Meet Rob