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
Website: www.wealthprogressiongroup.com
Upcoming Speaking Events
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Events to promote first book.
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The Real Wealth Conference later in 2021 to introduce the BANK tool to them.
Questions Robin Asks a Prospective Client:
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What is your biggest concern about your financial strategy right now?
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What do you want to be doing 10 years from now?
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Who do you currently rely on to help you make important life and financial decisions?
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How confident are you that you are on track to meet your life goals?
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How much time do you spend on your personal and family financial strategy and planning each year?
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Who is involved in that process and what 3 things would you improve if you can?
Topics Robin Talks About with Friends/Family:
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Big picture of the current state of the world and where we are going as a country
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Importance of building memories with your family
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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.