Robin Edgar has been an independent financial advisor for over 30 years and specializes in helping individuals and companies with all of their financial goals and needs. She is a successful entrepreneur and is the owner of the Wealth Progression Group, a full-service brokerage office.
Through her experience as a financial advisor, Robin believes that in today’s business climate, businesses need to find a way to develop deeper, more significant relationships with their customers to not only gain those customers but retain them as raving fans.
financial advisor, sales training, client relationships, increasing sales, finance
Additional language: english ,
Negotiable based on location and length of the presentation.
Build your trusted advisor team of coaches and trainers and ask them these Top 12 Questions.
Develop a workout of daily exercises – prioritize daily habits to build financial health, strength, and flexibility.
Identify and begin to fill the Three Buckets of money you need to create diversified and balanced finances.
Create healthy financial immunity or resistance to economic crises and other life events
Create an environment conducive to communication and trust with trusted advisors as well as family members.
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.
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.
Define specific areas you need to prepare for while you transition into the “Transfer Stage” of your life.