https://www.youtube.com/watch?v=gI_01yBR5jM Welcome back to Diary of a Financial Advisor! In today’s episode, I’m excited to welcome a very special guest: Jennifer Palumbo, our Client Relations Associate at BFG Financial Advisors. Since joining in 2015, Jen has become the beating heart of our client experience, often serving as the first point of contact and an ever-present …
https://youtu.be/sFfeCA8YHnI Welcome back to our Diary of a Financial Advisor webinar series, where we take you behind the scenes to reveal how our BFG Financial Advisors team connects current events in financial planning to our professional journeys and passion for community impact. I had the pleasure of sitting down with Amanda Pancake, Director of Community …
https://youtu.be/pd_BRv8UJ3k Welcome back to Diary of a Financial Advisor! In today’s episode, we dive into a powerful intersection of professional leadership, personal passion, and philanthropy. I’m joined by a remarkable guest: Lena Nebel, CEO of BFG Financial Advisors. Lena Nebel is a trailblazer in the world of financial planning, known for her dedication to serving …
https://youtu.be/ML2SmrQg1yg Welcome back to Diary of a Financial Advisor! In today’s episode, we’re tackling an often overlooked—but extremely important—aspect of personal finance: estate planning. Joining me for this conversation is our frequent guest, Kobe Bolanos, an advisor with BFG Financial Advisors who brings tremendous energy and advocacy for financial literacy. Kobe’s background includes experience in …
https://youtu.be/Oj3qpPiaW4o Welcome back to Diary of a Financial Advisor! Today, I’m excited to bring you a truly special episode as we dive into the often-overlooked world of side hustles and how they can transform your professional journey—and even your identity. I’m joined by a remarkable guest, Sara Lohse: a storyteller, marketer, and founder of Favorite …
Welcome back to Diary of a Financial Advisor! Now a webinar series, Eric Brotman and Hannah Dennis kick off season seven by celebrating the podcast’s very own “Honor Roll.” Together, they take us behind the scenes, sharing how they selected the top episodes from years of empowering conversations—basing their choices not just on popularity, but …
