When Robert Van Beek was denied a career in law enforcement, his mother steered him toward a financial career. Decades later, Robert is a passionate, international best-selling author and board member, determined to bridge the gap between financial planning and investment advising for the benefit of clients around the world.

Robert, originally from Belgium, has been involved in the financial planning profession for more than 15 years and is currently a member of the FPA National Board. Robert is passionate about leveraging his knowledge to help more clients through his books and speaking engagements.

In this episode, you will learn:

  • How Robert’s parents helped him understand money with his first paycheck.
  • How Robert is bridging the gap between the financial planning and investment worlds.
  • What led Robert to an unexpected career in the financial services industry.

If you enjoyed this episode, please leave us a review and rating.

Carson Group is committed to advancing financial literacy. Our coaches work with thousands of FPA members. Schedule a consultation to learn how Carson can help you help your clients and grow your business.

facebook twitter linkedin mail print
Share Post: facebook twitter linkedin mail print
Recent Posts
Blog

Welcome to the New Bull Market

By: Ryan Detrick
“If you torture numbers enough, they will tell you anything.”   -Yogi Berra, Yankee great and Hall of Fame catcher Don’t shoot the messenger, but historically,  it is widely considered …
Blog

Six Key Steps to Creating an Effective Financial Advisor Marketing Plan

By: Minna Burns
It's easy to be equal parts dazzled and overwhelmed by the fast-evolving world of marketing and the many ways to get the word out about your financial advisory business. …
Blog

Valerie Rivera: The Impact of Diversity

By: Jamie Hopkins
Diversity plays a crucial role in shaping the success of firms and advisors. It’s through diversity that meaningful connections with clients and prospects can be established. Without it, establishing …
Blog

A Resilient Labor Market = A Resilient Economy

By: Sonu Varghese
Another month, another employment surprise. Should we be surprised anymore? Economists expected payrolls to grow by about 187,000 in May. That’s still a solid job growth number, but a …
1 2 3 181