Eric Brotman

A traditional retirement is a fate worse than death. Instead of retreating and disappearing, how about graduating to an amazing new phase of life, full of adventure, activity, impact, and meaning? This talk blends financial independence strategies with the secrets of the happiest retirees and prepares audiences for advancing in their adult lives and "retiring" at any age.

How can financial advisors grow their firms by working together instead of seeing other advisors as their competition? This talk prepares advisors to seek strategic alliances and to grow from being authorities on their subject to true influencers in the industry.

If you're running a solo practice or are part of an ensemble firm waiting to grow through referrals alone, you're already behind. Strategic acquisitions offer a powerful path for newer advisors ready to scale and for more experienced advisors looking to monetize their life’s work, but only if you know what to look for, where to look, and how to make the right moves. In this session, we’ll break down the practical roadmap to sourcing, evaluating, and absorbing other firms and advisors. You’ll learn how to identify acquisition opportunities that align with your goals and values, how to assess a business beyond just its revenue, and why culture fit and client fit can mean more than company financials. We'll also explore how to think like a future seller while buying today and what most advisors overlook when planning for ownership transitions. Whether you’re actively searching or just starting to consider growth through acquisition, this session will equip you with the strategic insights needed to buy smart, merge smoothly, and build a firm built to last beyond your own career.