Category Archives: Advisors

Eric D. Brotman, CFP®, author of the Don’t Retire… Graduate! book and podcast

Les’ guest is Eric D. Brotman, CFP®, the CEO of BFG Financial Advisors, host of the Don’t Retire… Graduate! podcast, author of the Don’t Retire… Graduate! book, and regular contributor to Forbes.com  

664 Advisors: Pioneers in Modern Wealth Management

The world of financial advising is evolving, and 664 advisors are at the forefront. This post highlights the emerging role of these specialists in contemporary wealth management. Learn about their unique approach to financial planning that merges savvy investment strategies with philanthropic goals, creating a new paradigm in financial advisory services.