Bruce Elfenbein Interviewed at The PIPEs Conference in Hollywood, Florida

Hey, I'd like to welcome you to another episode of Mission Matters. My name is Adam Torres, and today I am at the Hard Rock Casino in Hollywood, Florida at the Pipes Conference. The Deal Flow guys, our events guys are putting on an amazing conference. And, and one of my good buddies, I've done many virtual interviews, but this is the first in person interviews with Bruce Elfenbein who made an appearance. Man, Bruce. Finally, great to do this in person, man. Well, you know, we're on separate coasts. So, you know, I see all the gatherings that you guys put on and I wish I could be there, but you know, it's only a couple of thousand miles away and it's a little bit more of a drive for me than Well, hey, for the record now. We're doing more on this coast, more in Florida. Now I'm plugged in. Now I know where you're at. I'm like, oh my man. I'll be back every time you're here. I'll come in and say hello. I'm happy to do it. Yeah. And I understand that you're doing a bunch of events too, and you've been doing a lot of speaking lately. So I want to get into that, but I guess first for the, for the newer audience that maybe haven't caught some of our previous episodes, maybe tell us a little bit more about what you do in the retirement co. All right. Well, I'm a master certified financial fiduciary. People usually come to me because they either need me to fix something or they just need somebody that has their back and will look out for their best interest, which any certified financial fiduciary will do. Not just me, there's about a thousand of us around the country. So I will give a plug out. So if anybody if you're wondering who's going to look after you, find a certified financial fiduciary, they will take care of you. I promise the people that have this certification. They worked hard to get it. It means a lot to them and it means a lot to the people we work with. So, so tell us a little bit more about the company and like what, how you're helping people. Well, the retirement company, you know, it's funny. I was at a meeting at the chamber of commerce. You know, my clients range in age from five up to 102. Wow. That's the record for today. 102. 102, man. And you know, we have comprehensive services for retirement. Obviously a strategy on a five year old is different than a strategy on someone that's 60 or 70 or 80 or 102. Yeah. But we're all about helping people grow the money for retirement. Make sure they never run out of it during retirement. Yeah. That involves, you know, not just growing the money, but making them tax efficient. And making sure that they don't lose money, which is a big one, because people like to make money. But you know something? They really hate to lose money. Yeah. We make sure that never happens. Hmm. How long you been in this business, Bruce? Fairly new. I've only been doing it for about 21 years. Mm hmm. What's one of your favorite things about helping people with retirement and security? Well, it's one of the most gratifying things I can think of, Adam. Every night. You know, when I look in the mirror, I can smile, not just because I normally smile, but because I made a positive difference in people's lives that I really helped them out. And a week doesn't go by where I won't have someone that I work with call me out of the blue and say, Hey, Bruce, I just want to call you. I wanted to for what you've done. Give you an example. One of my clients, he was a teacher up in Palm Beach County, and we put together a program for him about. 10 or 12 years ago and the last year he called me. He said Bruce. He says, you know, I retired two years ago He says I am living the retirement that I've always dreamed of. He says the plan you put together has worked exactly the way you said it was gonna work everything you said would happen happen and It's worked out great. He says I just he says I wanted to call him. Thank you And, and I appreciate, I think his wife kind of made him do that. Why don't you call Bruce, you know, you know, yes, but they were great people. And it's an honor and a privilege to be able to help good folks like that. Yeah. And I'm trying to remember off the top of my head. Cause I know of course, you're one of our published authors with mission matters. And I'm trying to like, say what edition, do you recall which edition? I think it may have been edition number three. three. I think so too. So for the newer audience that maybe haven't caught the books or understand what we do, we published a bestselling this leaders book series and Bruce's, I mean, he's a good guy. He's featured in, he was one of, in one of the first editions. So if you're at number three, my, and now we're up to number 11 is actually coming out this year. Can you believe that? I can't believe it. Yeah, well, it's been some years. That would have been at least four years ago, maybe five. Somewhere along that time period. It was pre COVID, pre all that stuff. So it had to be at least four or five years ago

Mission Matters Business Podcast with Adam Torres