Robin Edgar shares how she learned about B.A.N.K.®, why she got certified, and how this skillset has increased and improved all of her current client relationships. She also shares how she uses the B.A.N.K. personality assessment with prospects to better connect, communicate, and educate them on how and why they make their decisions.
“We can use the assessment to help with our sales and connections, but by sharing the information with our prospects and clients they get a chance to learn more about themselves, their spouse, and their family. I use it to help them realize why they may not feel served in their advisor relationships and why each of them needs something different to be confident when making their financial decisions.”
Robin Edgar is a Financial Advisor and owner of the Wealth Progression Group, a full-service brokerage office. She 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.
The Wealth Progression Group uses a wide variety of financial investments to help individuals, families and business owners set goals and pursue financial confidence 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 to 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.