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Financial And Trusted Advisor Eric Brotman Shares How to Plan for Succession and Secure Your Legacy (#338)
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“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 over 25 years of experience, Eric shares his journey from an English major to a financial advisor and successful entrepreneur. The episode covers the importance of financial literacy, the Deep Wealth Mastery Program, and succession planning.
00:00 Meet Eric Brotman: A Trusted Financial Advisor
03:22 The Journey of Brotman Financial Group
10:46 The Art of Business Valuation and Succession Planning
17:34 The Importance of Open Communication and Employee Incentivization
24:24 The Importance of Transparency in Business
26:08 Building a Transparent Culture and Its Challenges
30:14 Exploring the Themes of 'Don't Retire, Graduate'
36:18 Final Thoughts and Resources for Listeners
43:21 Closing Remarks and the Importance of Community Engagement
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SELECTED LINKS FOR THIS EPISODE
Eric Brotman (@brotmanplanning) / X
Eric Brotman - BFG Financial Advisors | LinkedIn
Book: Don't Retire... Graduate!: Building a Path to Financial Freedom and Retirement at Any Age
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