Bruce Erath
Guiding and Inspiring Leaders and Financial Professionals
Bruce specializes in consulting for small businesses navigating transitions, offering tailored strategies to help them adapt and thrive. He is equally passionate about educating and mentoring junior advisors, sharing his wealth of experience to help the next generation of professionals excel. As an inspiring keynote speaker, Bruce delivers engaging presentations that empower audiences with practical insights and strategies for achieving success in business and financial planning.
Bruce understands the challenges small businesses face during times of transition and growth. With decades of experience in financial services, education, and leadership, he excels at guiding businesses through strategic changes. Bruce’s approach focuses on creating tailored strategies that address unique needs, ensuring both immediate results and long-term success.
Bruce isn’t just an advisor—he’s a mentor and thought leader who understands the value of practical solutions and clear guidance. Bruce teaches advisors how to navigate the essential pillars of financial planning and business structuring. His courses cover a wide range of topics, including streamlined fact-finding, understanding trusts and tax strategies, optimizing retirement plans, and selecting the right business entities. Advisors will also gain insight into employee benefits and protection strategies, with practical guidance to help them build tailored financial solutions for their clients. Bruce’s expertise ensures advisors leave with the tools to confidently address their clients’ diverse financial needs.
Whether he’s consulting with a business, mentoring the next generation of financial professionals, or inspiring audiences as a keynote speaker, Bruce is committed to fostering growth and delivering actionable strategies that make an impact. Partner with Bruce to navigate your business transitions, elevate your advisory practice, or empower your team with expert insights. Experience the difference of working with a seasoned professional who is passionate about your success.