
Baltimore, Maryland, United States •
$1,501 - $5,000
About
I'm an experienced speaker, educator, and financial advisor and as entertaining as I am informative! I
Redefining Retirement as a "Graduation"
A traditional retirement is a fate worse than death. Instead of retreating and disappearing, how about graduating to an…
Collaboration Over Competition
How can financial advisors grow their firms by working together instead of seeing other advisors as their competition? …
Merge Ahead: The Roadmap to Strategic Acquisitions, Succession Plans, and Internal Equity Transfers
If you're running a solo practice or are part of an ensemble firm waiting to grow through referrals alone, you're alread…
Your perspective matters!
What was it like engaging with Eric?