Robin Edgar shares the importance of ”T- Moments”

2021-03-08

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Robin Edgar shares how her journey as a financial advisor started as a single mother and how she used that experience to build a company that helps people from where they are right now in their overall wealth strategy process. She discusses the importance of financial preparation in every family and business to overcome the "T- Moments" and the most important thing in the process: Confidence. “If we can create the confidence people need to make the next right decision, it changes everything.” Robin Edgar is a Finan...

Robin Edgar shares how her journey as a financial advisor started as a single mother and how she used that experience to build a company that helps people from where they are right now in their overall wealth strategy process. She discusses the importance of financial preparation in every family and business to overcome the "T- Moments" and the most important thing in the process: Confidence. “If we can create the confidence people need to make the next right decision, it changes everything.” Robin Edgar is a Financial Advisor and owner of the Wealth Progression Group, a full-service brokerage office. She’s been an independent financial advisor for over 30 years and specializes in helping individuals and companies with all of their financial goals and needs. The Wealth Progression Group uses a wide variety of financial investments to help individuals, families and business owners to set goals and pursue financial security in every stage of their life. “I have significant experience in working with all types of clients and advanced planning tools. I focus on helping you build a trusted advisor team to allow you the confidence to know you are prepared for today, tomorrow and your legacy.”

Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Investment advisory services offered through Concorde Asset Management, LLC (CAM), a registered investment advisor. Insurance offered through Concorde Insurance Agency, Inc. (CIA). Wealth Progression Group is independent of CIS, CAM and CIA.

Robin will give you an overview of how her journey as a financial advisor started as a single mother and how she used that experience to build a company that helps people from where they are at right now in their overall wealth strategy process.

Robin shares the importance of financial preparation in every family and business to overcome the "T- Moments" and the most important thing in the process: Confidence. If we can create the confidence people need to make the next right decision it changes everything.

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Melahni Qualls Ake Founder of Everyday Leaders and husband Joe Ake, Founder of Joe Ake Studios Productions Together they created Everyday Leaders 50in50 Podcast

Melahni is a passionate professional and personal development leadership coach, trainer and keynote speaker and has been certified through John Maxwell since March 2017 and the WHY Institute since 2020. John's book the 15 Invaluable Laws of Growth have been the biggest influence in Melahni's personal growth journey and helped her to realize the power of her own story, the value of influence in the world and the steps to create a legacy in the world. She believes that everyone has a story to share and that by challenging your beliefs you can get clear with your life and find better ways to make a bigger impact to change the world.

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