In this episode, 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.