The Wisest Investment: Financial Literacy is your Secret Weapon

Raising money-smart kids has never been easy. It’s even harder in today’s financially complex world. When kids grow up with wealth, they may not be motivated to work or find purpose. They may be irresponsible, and unprepared to be stewards of wealth. And it keeps your clients up at night.

The biggest inter-generational wealth transfer in history is underway. Over the next 20 years, an estimated $70 trillion dollars will transfer to the next generation in the US and $2 trillion will change hands in Canada. You’ve prepared the money for the next generation, but have you prepared the next generation for the money?

Research shows that the majority of advisors have never met their clients’ children. So it’s no wonder that 70% of heirs are likely to fire or change advisors after receiving an inheritance.

But you’re different. You can attract and retain the next generation as clients by helping them gain the knowledge, skills and confidence to make sound financial decisions and be good stewards of wealth.

In this engaging 40-minute keynote, you’ll discover why financial literacy is important to your clients’ financial success – and to yours. Robin shares powerful cautionary tales of lives destroyed, success stories of purpose and giving back, and entertaining anecdotes about her own mostly money-smart kids. You’ll learn three strategies for connecting with the next generation, and pointers for talking to them about the Five Pillars of Money.

You’ll leave ready and inspired to make The Wisest Investment!

Perfect for: Industry conferences, Professional advisor training (earn CE credits)

The Wisest Investment: Preparing for the Inheritance Economy

Raising money-smart kids has never been easy. But it’s even harder today. Many of our children and grandchildren are struggling to reach milestones that once felt within reach: buying a house, saving for the future, just feeling financially secure. And it’s put them on a different timeline – or even a completely different path – than the one we followed.

In response, families are rethinking how and when to transfer wealth. More parents and grandparents are choosing to help during key life stages instead of waiting until after they die, when they’re no longer around to see them enjoy it. Done well, this approach can be life-changing money for your kids and grandkids. Done poorly, it can erode motivation, encourage dependency, or even cause lasting harm.

In this engaging 40-minute keynote, you’ll discover why it’s important to prepare for the inheritance economy, and how to prepare without ruining your children, your grandchildren, or your own financial future. Robin shares powerful cautionary tales and inspiring success stories, along with practical strategies, tips, tools, and resources to help you take action with confidence.

Perfect for: Client appreciation/education events, Donor appreciation/education events, Family meeting presentation

Raising money-smart kids has never been easy. But it’s even harder in today’s financially complex world. You don’t want your kids to suffer from money stress, make expensive mistakes or become spoiled or entitled.

Money is still a taboo topic. And if you feel like you’re not good with money yourself, you may avoid the topic altogether. But even if we’re not talking about it, our kids are still learning from us and the way we behave around money.

Instead of avoiding the topic, we need to give our kids the knowledge, skills and confidence to make responsible financial decisions. They need to develop healthy financial habits so that one day they can become financially independent young adults.

In this engaging 40-minute keynote, Robin shares powerful cautionary tales of living beyond your means, success stories of purpose and giving back, and entertaining anecdotes about her own mostly money-smart kids. You’ll learn three easy-to-use strategies, and pointers for talking to kids at different ages and stages about the Five Pillars of Money.

You’ll leave ready and inspired to make The Wisest Investment!

Perfect for: Conferences, Employee appreciation events, Employee Resource Groups