Eric Brotman opens the show speaking about how he helps clients through a crisis as a financial advisor. When there is a spouse’s loss, Eric will make sure that there is a multi-generational approach when it comes to the family. As a financial advisor, Eric needs to be alerted when a family crisis occurs. However, Eric understands that he is not a therapist, and he doesn’t cross that fine line. When conflict occurs, a financial advisor may be one of the first people that get a call and an advisor needs to be ready to have tough conversations. Tune in as Eric speaks about overspending, showing tough love to clients, and navigating cognitive impairment.
Guest Podcasts
The Four Paths To Becoming Wealthy
The Four Paths To Becoming Wealthy Eric joined long-time friend of BMG, Stacking Benjamins, for
April 9, 2024
