Financial Advisors: Help your Clients Raise Money-Smart Kids

Robin discusses ways in which trusted advisors can add value and grow their book of business by helping their clients raise money-smart kids. To set the context, Robin discusses why it’s important to help your clients teach their kids about money and what you, the advisor, stand to gain or lose. Robin coaches you on how to approach financial literacy with your clients, so that they are prepared to teach their kids about money from the elementary school years until they head off to college.

Robin will provide specific information, tips and examples about:

  • earning
  • saving
  • budgeting
  • smart spending
  • virtual spending
  • allowance
  • credit & credit cards
  • family philanthropy
  • investing

The presentation is approximately one hour in length, plus time for questions. Advisors who are also parents will get invaluable information they can also use with their own children.

For Canadian enquiries, please use the form below. For US enquiries, please contact Shari Storm at Category6.