89: Give Your Stakeholders a Say with Eric Brotman

04/19/22 • 39 min

Eric Brotman is the CEO of BFG Financial Advisors, an independent firm assisting clients with wealth creation, preservation, and distribution. He is also the author of Don't Retire... Graduate!: Building a Path to Financial Freedom and Retirement at Any Age. We talk about multi-generational financial planning, the benefits of flexible leadership, and why retirement should not mean the end of your productive life.

Time Stamps

[00:43] Eric's entrepreneurial journey

[03:24] Eric's experience with management blueprints

[06:54] The benefits of flexible leadership

[09:31] Understanding visionary leadership and why it's so effective

[12:39] Why some entrepreneurs sell shares to their best-performing employees

[14:35] What is multi-generational planning?

[18:50] How multi-generational planning helps families avoid internal conflict

[21:47] How Eric helps young multi-generational planners gain experience in the field

[23:26] Eric's multi-generational planning and financial literacy tools

[27:07] Collaborative financial planning and the role of the advisor

[30:51] Why retirement should not mean the end of your productive life