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.

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