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Beyond The Balance Sheet Podcast

Dec 7, 2020

Eric Brotman opens the show speaking about how he helps clients through a crisis as a financial advisor. When there is a spouse's loss, Eric will make sure that there is a multi-generational approach when it comes to the family. As a financial advisor, Eric needs to be alerted when a family crisis occurs. However, Eric understands that he is not a therapist, and he doesn't cross that fine line. When conflict occurs, a financial advisor may be one of the first people that get a call and an advisor needs to be ready to have tough conversations. Tune in as Eric speaks about overspending, showing tough love to clients, and navigating cognitive impairment.