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Robin Edgar


Owner and Founder, Wealth Progression Group
Phone: (952) 666-2525
Phone: (641) 425-6686

Speaker Description:

 For over 30 years, Robin has been helping people gain the confidence they need to achieve their long-term and short-term business and personal financial goals.   Her approach is unique, straightforward and outside-the-box.  She focuses on helping her clients be prepared for the next big disruption and how to take advantage of those market shifts to propel their business.  She will share some ideas she is currently using to help people take the next right steps.  She believes you should be focused on the 2-3 things that you can do right now to set yourself apart, and to rethink, rebound and launch yourself into the rest of 2021 and beyond to take your business to the next level.  

Keywords: financial advisor, sales training, client relationships, increasing sales, finance

Additional language: english ,


Speaking Fees: Negotiable based on location and length of the presentation.


Finance

  1. Build your trusted advisor team of coaches and trainers and ask them these Top 12 Questions.

  2. Develop a workout of daily exercises – prioritize daily habits to build financial health, strength, and flexibility.

  3. Identify and begin to fill the Three Buckets of money you need to create diversified and balanced finances.

  4. Create healthy financial confidence or resistance to economic crises and other life events

Strategy

  1. Create an environment conducive to communication and trust with trusted advisors as well as family members.

  2. Know what to say and what not to say when trying to encourage family members to adjust their thinking – whether it’s your parents or your own children – so you can all be on the same page and plan for current or future needs.

  3. Identify financial tools you can use now while they’re still available to you – so you’ll be in a better position to take care of your family’s needs.

  4. Define specific areas you need to prepare for while you transition into the “Transfer Stage” of your life.

Learn:

·       What new skills do we need to be successful in this new era?

·       Are the expectations of your clients/prospect different today than before Covid?  How do we take advantage of this opportunity?

·       What are the top three financial strategies we should embrace to help us navigate in this next phase?

 

Now that most people are feeling relieved to be past the worst of the pandemic and its aftermath – you might be asking yourself - why do I not feel better about my financial situation?  What was your biggest takeaway during the year and what commitment did you make to yourself that you would never allow yourself to be in this position again? What knowledge and information did you gain in the last year and how do you use that to propel your business to the next level? 

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