Business Planning

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Set Your Direction for Effective Business Management Every day brings a new challenge. The unexpected problems and undertakings are the ones that test us, our processes, and can take away our focus on current initiatives. There are four areas of management that require consistent, regular attention each month. If you are like 75% of the

Merging Your Practice

How to find the right partner for your business. By Matt Pais Maybe you don’t want to manage people anymore. Maybe you don’t want to be responsible for overseeing your practice’s books or administrative tasks. Whatever the reason, it’s not unusual for advisors to be ready to sell their practice not because of retirement, but

Finance and Business

Ask Brien – Finance and Business – August 27, 2020 Posted by: Patrick Swieca in Podcasts August 28, 2020 – 8:40 am 0 58 Views   Hosts: Brien Johnson and Traci DeForge Topic: Finance and Business Guest: Eric Brotman Ask Brien Radio Show airs weekly on Thursday from 1 PM – 2 PM on KHTS AM 1220. On this episode of the

Business Credit & Financing Show

How to Graduate into Retirement Most people don’t have enough money to retire when they want to.  In this show Eric D. Brotman reveals how to disregard retirement and focus on graduating instead.  Eric shares his insider knowledge on how to achieve true financial freedom, no matter the stage of life you’re in now.

How Small Business Owners Can Profit During And After COVID-19

The COVID-19 pandemic badly damaged small businesses across America—and probably across the globe—and has caused many companies to close shop for good. While this is unfortunate to those companies, there is a silver lining for those who were able to survive and even grow during this time. Read the Article

COVID-19 Crashed The Market, Now What Should I Do?

Published on Forbes.com While we’re encouraging everyone to be patient and avoid panic-selling everything and knee-jerk reactions, there are a few ways you can take advantage of the current state of the market and create opportunities for your financial future. Read Article

Grooming your Children for the Family Business

Eric Brotman discusses retirement for one generation of a family business and transferring business responsibilities with family business expert Henry Hutcheson. In this episode: ● Retirement for one generation of a family business often hinges…

Ask A Financial Advisor: Who Are Your Typical Clients?

Published on Forbes.com Choosing a financial advisor should not be based only on who they are, but also on who they work with. Asking these key questions can help you determine how you fit in with an advisor’s client roster. Read Article