

#49: Keystone Financial Advisor - with Robin Edgar!
Live Your SPAlife
Diane Halfman | Rating 0 (0) (0) |
Launched: Jun 20, 2018 | |
Season: 1 Episode: 50 | |
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Live Your SPAlife
#49: Keystone Financial Advisor - with Robin Edgar!
Jun 20, 2018,
Season 1,
Episode 50
Diane Halfman
Episode Summary
In this episode, Diane's guest is Robin Edgar. Robin Edgar has been a financial advisor for over 28 years and she has helped thousands of people with their financial plan. She has been a successful entrepreneur and has joined her partners in developing Keystone Strategy Group with the purpose of helping businesses with top line growth in a healthy and sustainable way. Through her experience as a financial advisor, Robin believes that in today’s business climate, businesses need to find a way to develop deeper, more significant relationships with their customers to not only gain those customers, but retain them for a long period of time.
She believes strongly that Keystone has the solution to helping everyone from solopreneurs to Fortune 100 companies increase the impact of their communication and ultimately their top line.
Disclaimer: Robin offers securities through Concorde Investment Services, LLC (CIS); advisory services through Concorde Asset Management, LLC (CAM), an SEC registered investment adviser; and insurance through Concorde Insurance Agency, Inc. (CIA) Robin Edgar is independent of CIS, CAM and CIA, all three of which are independent of Keystone Strategy Group.
Important Topics
-Her philosophy when it comes to doing business
-Her mindset as a solopreneur
-Begin with the end in mind
-Giving at least 10% of her income away to make a difference in the world
-Coaching and helping others to achieve their daughter’s life purpose
-Tools that changed the way she started her business
-The 25-point system
-FOCUS - Follow One Course Until Successful
Quote
"You can't see the big picture if you are in the frame." - Les Brown
Book
The 7 Habits of Highly Effective People by Stephen Covey
- https://www.amazon.com/Habits-Highly-Effective-People-Powerful/dp/1451639619/ref=sr_1_1?ie=UTF8&qid=1529452357&sr=8-1&keywords=7+habits+of+highly+effective+people
Connect with Robin:
Website - https://www.keystonegroupintl.com/
Facebook - https://www.facebook.com/keystonestrategygroup/
LinkedIn - https://www.linkedin.com/in/robinedgar/
Email - robin@keystonestrategygroup.com
Other links and resources:
Life Reset Quiz - http://liferesetquiz.com/
Diane Halfman's free guide - http://www.dianehalfman.com/guide
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In this episode, Diane's guest is Robin Edgar. Robin Edgar has been a financial advisor for over 28 years and she has helped thousands of people with their financial plan. She has been a successful entrepreneur and has joined her partners in developing Keystone Strategy Group with the purpose of helping businesses with top line growth in a healthy and sustainable way.
Through her experience as a financial advisor, Robin believes that in today’s business climate, businesses need to find a way to develop deeper, more significant relationships with their customers to not only gain those customers, but retain them for a long period of time.
She believes strongly that Keystone has the solution to helping everyone from solopreneurs to Fortune 100 companies increase the impact of their communication and ultimately their top line.
Disclaimer: Robin offers securities through Concorde Investment Services, LLC (CIS); advisory services through Concorde Asset Management, LLC (CAM), an SEC registered investment adviser; and insurance through Concorde Insurance Agency, Inc. (CIA) Robin Edgar is independent of CIS, CAM and CIA, all three of which are independent of Keystone Strategy Group.
Important Topics
-Her philosophy when it comes to doing business
-Her mindset as a solopreneur
-Begin with the end in mind
-Giving at least 10% of her income away to make a difference in the world
-Coaching and helping others to achieve their daughter’s life purpose
-Tools that changed the way she started her business
-The 25-point system
-FOCUS - Follow One Course Until Successful
Quote
"You can't see the big picture if you are in the frame." - Les Brown
Book
The 7 Habits of Highly Effective People by Stephen Covey
- https://www.amazon.com/Habits-Highly-Effective-People-Powerful/dp/1451639619/ref=sr_1_1?ie=UTF8&qid=1529452357&sr=8-1&keywords=7+habits+of+highly+effective+people
Connect with Robin:
Website - https://www.keystonegroupintl.com/
Facebook - https://www.facebook.com/keystonestrategygroup/
LinkedIn - https://www.linkedin.com/in/robinedgar/
Email - robin@keystonestrategygroup.com
Other links and resources:
Life Reset Quiz - http://liferesetquiz.com/
Diane Halfman's free guide - http://www.dianehalfman.com/guide
Through her experience as a financial advisor, Robin believes that in today’s business climate, businesses need to find a way to develop deeper, more significant relationships with their customers to not only gain those customers, but retain them for a long period of time.
She believes strongly that Keystone has the solution to helping everyone from solopreneurs to Fortune 100 companies increase the impact of their communication and ultimately their top line.
Disclaimer: Robin offers securities through Concorde Investment Services, LLC (CIS); advisory services through Concorde Asset Management, LLC (CAM), an SEC registered investment adviser; and insurance through Concorde Insurance Agency, Inc. (CIA) Robin Edgar is independent of CIS, CAM and CIA, all three of which are independent of Keystone Strategy Group.
Important Topics
-Her philosophy when it comes to doing business
-Her mindset as a solopreneur
-Begin with the end in mind
-Giving at least 10% of her income away to make a difference in the world
-Coaching and helping others to achieve their daughter’s life purpose
-Tools that changed the way she started her business
-The 25-point system
-FOCUS - Follow One Course Until Successful
Quote
"You can't see the big picture if you are in the frame." - Les Brown
Book
The 7 Habits of Highly Effective People by Stephen Covey
- https://www.amazon.com/Habits-Highly-Effective-People-Powerful/dp/1451639619/ref=sr_1_1?ie=UTF8&qid=1529452357&sr=8-1&keywords=7+habits+of+highly+effective+people
Connect with Robin:
Website - https://www.keystonegroupintl.com/
Facebook - https://www.facebook.com/keystonestrategygroup/
LinkedIn - https://www.linkedin.com/in/robinedgar/
Email - robin@keystonestrategygroup.com
Other links and resources:
Life Reset Quiz - http://liferesetquiz.com/
Diane Halfman's free guide - http://www.dianehalfman.com/guide
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