https://youtu.be/s0NIetcivbg Eric Brotman was a featured speaker at the Million Dollar Round Table’s 2025 Edge event in Austin, Texas. Session Overview If you’re running a solo practice or are part of an ensemble firm waiting to grow through referrals alone, you’re already behind. Strategic acquisitions offer a powerful path for newer advisors ready to scale …
Eric Brotman joined Matt and Luigi on the Liquid Lunch Project for an in-depth discussion on financial planning, business exit strategies, and why it’s time to replace “retirement” with “graduation.” Here’s what they talked about: Why traditional retirement is a broken concept, and how “graduating” opens up new possibilities for business owners and families. Real-world …
The Benefit of Benefits: The Why and How of Offering Employee Benefits as a Small Business August 26, 2025 10:30 AM EST As a small business owner, you want to attract top talent, keep your team engaged, and build a workplace where people thrive—but without the resources of a Fortune 500 company, offering employee benefits …
Download the Joy/MONEY Worksheet https://youtu.be/rbx6brvtqBA Tune in to this free webinar to hear Eric Brotman, CFP®, and Aaron Velky dive into why so many of us lose passion for our work over time – and, more importantly, how to find and reignite that spark. They break down actionable frameworks, mindset shifts, and practical exercises tailored …
https://youtu.be/PxSofoUv_gY Welcome to our latest webinar featuring Yanni Niebuhr, CFP® and esteemed business advisor Troy Brown, Esq. Join us as we navigate the journey of transforming business ideas into a thriving reality with a focus on legal and financial strategies for long-lasting success. This episode is tailored for budding entrepreneurs and established business owners aiming …
Eric Brotman joined Virginia Elder on “Reaching Abundance” to unravel the journey of integrating financial expertise with powerful podcast marketing strategies. From his early days in financial advising to embracing the realm of creative content, he shares how he’s navigated the landscape of outside business activities (OBAs), compliance, and the ever-evolving world of media to …
Eric Brotman joined Steve Sandusky on the Between Now and Success podcast to share his extensive experience in the financial advisory industry, discussing everything from managing advisor workloads to growth strategies and the evolving role of technology in financial services. In this episode, Eric dives into the intricacies of running a successful financial advisory firm. …
Financial And Trusted Advisor Eric Brotman Shares How to Plan for Succession and Secure Your Legacy “Work less and spend more time with loved ones.” –Eric Brotman Join us on this episode of the Deep Wealth Podcast as we dive into financial planning and wealth management with Eric Brotman, CEO of BFG Financial Advisors. With …
A Guide to Retirement Planning With Eric Brotman Retirement planning is not merely a financial endeavor but a holistic journey encompassing various aspects of life. What essential elements should you consider when planning for retirement? Seasoned financial advisor Eric Brotman discloses myths that retirees often encounter surrounding financial planning. In essence, retirement planning involves finding …
Eric Brotman – Don’t Retire… Graduate (podcast, author) Eric Brotman is the host of the “Don’t Retire… Graduate” podcast and the CEO of BFG Financial Advisors (a RIA based in suburban Maryland). Eric generously shared insights from his 20+ years of financial planning experience, and later even flipped the script on us. Tune in to …
