Speaking Clients
Why have a speaker about family budgeting?
Money is the #1 source of stress for people.
Couples argue over it. Employees have trouble focusing on the job and end up job-hopping. Financial plans end up sitting in a drawer with goals that seem unattainable.
How great would it be to learn the key to financial and relationship success in an un-intimidating, uplifting way with a tangible technique that will get immediate results?
Through keynote speeches, corporate trainings, and breakout sessions, Rob:
- Transforms relationships stressed over money;
- Promotes financial wellness within businesses to improve employee retention and productivity;
- Partners with financial planners & advisors to help clients free up more cash flow. This increases the probability of achieving financial goals, and leads to greater client retention and AUM per client.
Rob has delivered his message in front of top business owners & executives, billion dollar investment advisory firms, early childhood centers, and young professionals organizations.
Speaking Topics
*Available in both one-hour presentations or 1/2 day workshops.
Presentations for Businesses, Organizations & Associations
How to Build Wealth from Nothing
Attendees will learn why building wealth all starts with a focus on spending, not making more money or trying to “get rich quick”.
Most people think they have to set boring goals, give up everything they like, and spend hours a week tracking dozens of budget categories, but that’s not the case!
I’ll give attendees tangible actions and frameworks that are easy to understand and implement like:
- My 7 Steps to Create Wealth from Nothing.
- How to simplify their budget and increase their savings rate WITHOUT disrupting their lifestyle.
- How to balance saving and spending as they make more money to avoid lifestyle creep.
Save More. Argue Less. Keep The Fun!
Attendees will learn where they should and shouldn’t spend their money to live their best life, have a thriving relationship, and find the money left over to reach their financial goals.
By the end, attendees will have the clarity and action steps to help them:
- Figure out the best and worst uses of their money to live a fulfilled life.
- Concrete budgeting tips and habits to have more money at the end of the month.
- How to prioritize whether to save, invest or pay off debt and a focused framework to follow.
Presentations for Financial Professionals
Go from Villain to Hero:
Turn The Difficult Budget Conversation into an Opportunity to Know Your Client, Motivate Behavior Change & Improve Financial Success
We all have clients whose spending is hindering the success of the financial plan. But how do we have those challenging conversations without being the villain and driving a wedge in the relationship?
Rob will show you his collaborative process to turn the budgeting and cash flow conversation into a golden opportunity to truly know your client, help them identify where to reduce expenses without sacrificing, and motivate them to make the sustainable changes necessary.
In the end, clients learn how to increase their probability of reaching their financial goals. Advisors will know their clients better, increase retention and assets under management. A true win-win.
Financial planners and advisors will learn:
- Keys to having a successful budget conversation that will motivate behavior change WITHOUT being the villain.
- How to use the spending conversation to better understand the client’s personal and financial circumstances (both quantitative and qualitative).
- Why spending more time on client cash flow will dramatically improve key metrics for the client’s financial plan and the financial planner’s business.
Increase Client Success, Retention & AUM with a Proven Cash Flow Process
Budgeting and cash flow are often the most challenging yet crucial aspects of implementing a successful financial plan. Doing it right means increasing the probability of a client’s success in reaching their financial goals. The advisor also benefits due to increased client retention and AUM per client.
Financial planners and advisors will get the tools and action steps needed to:
- Have effective budget conversation with clients without being the “bad guy”.
- Differentiate themselves from the competition and gain better insight into what makes their clients tick.
- Implement simple and easy frameworks to help their clients free up more cash flow to put into the financial plan.
About Rob
Rob helps busy families save more and argue less so that they can confidently accelerate toward their financial goals while maintaining the lifestyle they love. Through a collaborative process, he helps clients design a simple and flexible budgeting system while providing the support and accountability they need to make this happen.
Rob partners with clients who are trying to build their wealth while raising a family, those who are close to retirement and want to get clear on if they can do it with confidence, and those going through significant life transitions.
He loves seeing both the financial improvement and the relationship transformation that comes from working together through the Family Budget Services process. He enjoys seeing clients have those “Aha!” moments when they realize that they can keep spending on what they enjoy and still reduce their expenses.
Rob graduated from the University of Michigan in 2001 with a Bachelor of Science in organizational studies with a minor in mathematics. He has also obtained his Chartered Financial Analyst® designation, and he is a CERTIFIED FINANCIAL PLANNER™ and a Certified Student Loan Professional.