Conference

Presenter Profile

Robin LaRae Edgar

Wealth Strategist

Screen Shot 2020-12-06 at 9.07.31 PM.png

Bio:

Passionate Financial Strategist that wants to help all people create a vision, plan and a strategy that allow them to live their best life and to be prepared for all the "T" intersection moments they will experience.

Contact:

Phone: (641) 425-6686

Upcoming Speaking Events

  • Events to promote first book.

  • The Real Wealth Conference later in 2021 to introduce the BANK tool to them.

Questions Robin Asks a Prospective Client:

  • What is your biggest concern about your financial strategy right now?

  • What do you want to be doing 10 years from now?

  • Who do you currently rely on to help you make important life and financial decisions?

  • How confident are you that you are on track to meet your life goals?

  • How much time do you spend on your personal and family financial strategy and planning each year?

  • Who is involved in that process and what 3 things would you improve if you can?

Topics Robin Talks About with Friends/Family:

  • Big picture of the current state of the world and where we are going as a country

  • Importance of building memories with your family

  • Food and wine

Topic/Description of Presentation:

Financial Strategy and confidence. My book and the legacy project attached to that. Helping people to understand the importance of Vision. The Power of Building a Trusted Advisor Team to help you get over the humps and get to the next level. Power of Connections.