Finding Your Why: The Financial Resources that Fit Your Lifestyle

April 2, 2020

In this special, two-guest episode, Eric talks to Brent Weiss and Holly Grosvenor about the different levels of financial advising available to clients and which one is right for which person.

Bullet points of what is covered during the episode:

Financial coaching versus financial advising
What are the levels of financial assistance available and which is right for each type of client
Understanding what you’re trying to achieve financially and why

Show Notes Here

Learn more about your ad choices. Visit megaphone.fm/adchoices

Brotman Media Group

Making financial literacy accessible to all.

Subscribe to Our Newsletter

Making financial literacy accessible for all.

The opinions expressed in this commentary are those of the author and may not necessarily reflect those held by Kestra Investment Services, LLC or Kestra Advisory Services, LLC. This is for general information only and is not intended to provide specific investment advice or recommendations for any individual. It is suggested that you consult your financial professional, attorney, or tax advisor with regard to your individual situation. Comments concerning the past performance are not intended to be forward looking and should not be viewed as an indication of future results. Check the background of your financial professional on FINRA’s Broker Check.

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS or Kestra AS are not affiliated with Brotman Financial Group or BFG Financial Advisors. Neither Kestra IS nor Kestra AS provide legal or tax advice and are not Certified Public Accounting firms.**

Investor Disclosures: https://bit.ly/KF-Disclosures

Finding Your Why: The Financial Resources that Fit Your Lifestyle

Brotman Media Group

Recent Posts

Subscribe to Our Newsletter