The Exit Mindset: Robin Edgar on Succession, Cash Flow & Wise Decisions

In this episode of Women of Wealth, we sit down with wealth and exit strategist Robin Edgar, founder of Wealth Progression Group, for a practical conversation about planning ahead - professionally and personally. Robin shares how business owners and families can think through “the next chapter,” from assembling a trusted advisor network to aligning plans with personal values (faith, family, and finances). 

We touch on the phases of retirement, preparing for life transitions, and why asking better questions leads to better decisions. Robin also introduces her resource, “12 Questions to Ask Any Advisor,” designed to help listeners evaluate fit, service, and communication style. This conversation is educational in nature and focuses on frameworks, teamwork, and readiness—so you can begin with the end in mind and navigate change with confidence.

Connect with Robin: LinkedIn (Robin Edgar)
Websites: wealthprogressiongroup.com and robinedgar.net
Email: [email protected]

**Because investor situations and objectives vary the information on this page is not intended to indicate suitability for any individual investor.

The information herein has been prepared for educational purposes only and does not constitute an offer to purchase or sell investments.

This material is not to be interpreted as tax or legal advice. Please speak with your own tax and legal advisors for advice/guidance regarding your particular situation. Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Advisory services offered through Concorde Asset Management, LLC (CAM), an SEC registered investment adviser. [Insert DBA name here] is independent of CIS and CAM.

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