You’ve prepared the money for the next generation, but have you prepared the next generation for the money?

 

The biggest inter-generational wealth transfer in history is underway. Recent studies indicate that affluent parents are concerned that their children don’t have the financial literacy needed to manage a windfall. They worry about the sustainability of the family wealth.

View highlights of Robin’s keynote speech, The Wisest Investment.

Family financial literacy is also vitally important to advisors who not only want to help their clients, but also ensure the long-term sustainability of their practices. Research shows that the majority of advisors have never met their clients’ children.
But you’re different. You can help educate and empower your clients and their families. You can attract and retain the next generation by helping them gain the knowledge, skills and confidence to make sound financial decisions and be good stewards of wealth.
Financial literacy is your excuse to connect – it’s your secret weapon!
Audiences
Financial Advisors and Wealth Managers

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 $22 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)

HNW Clients of Financial Advisors and Wealth Managers
The Wisest Investment: Teaching your Kids to Be Responsible, Money-Smart Stewards of Wealth

Raising money-smart kids has never been easy. It’s even harder in today’s financially complex world. When our kids grow up with a lot of money, it can disincentivize them to work or find purpose. The truth is, raising kids who aren’t spoiled or entitled is challenging!

Money is still a taboo topic. The more money there is, the harder it is to talk about. 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 altogether, we need to give our kids the financial knowledge, skills and confidence to make sound financial decisions and be good stewards of wealth. They need to have good judgement and know who to turn to for help or advice when they need it. Imagine not having to worry about your kids blowing their trust fund or inheritance!

In this engaging 40-minute keynote, 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 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: Client appreciation/education events, Donor appreciation/education events, Family meeting presentation

Parents and Everyone Else who cares about the young people in their lives
The Wisest Investment: Teaching Your Kids to Be Responsible, Independent and Money-Smart for Life

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

Robin is available for:

  • Keynotes
  • Breakout sessions
  • Workshops
  • Fireside chats
She is also a sought-after panelist on most any personal finance or investing topic. As a woman in a male-dominated profession and a mother of two, Robin enjoys sharing her experiences managing work-life balance, and her passion for advancing women to positions of leadership in the world of business and finance.

Robin appeared on a panel discussion for Financial Literacy Month, sponsored by Tangerine Bank.

In October 2022, Robin presented The Wisest Investment: Teaching your Kids to Be Responsible, Money-Smart Stewards of Wealth at William Blair’s MOSAIC Conference in Chicago, Illinois.

Have you considered a virtual “live look” event? Robin will pre-record her keynote in advance of the broadcast date, which not only leaves time for post-production (e.g. slides and other visual elements), but can also mitigate against any unanticipated technical challenges encountered during a live event.

In February 2023, Robin presented her keynote The Wisest Investment: Teaching your Kids to Be Responsible, Money-Smart Stewards of Wealth at a virtual event for Northwestern Mutual advisors and their clients.

Speaking Inquiries:

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