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FAN FAV: Building a Collaborative Client-Centric Financial Planning Firm
Building a Collaborative Client-Centric Financial Planning Firm
Welcome to a fan favorite episode of Sterling Insights: Sterling Insights: Stand Out & Supercharge Your Assets, hosted by Roger Silk. In this episode, Roger sits down with Eric D. Brotman and discusses client needs.
Eric D. Brotman, CFP®, is the CEO of BFG Financial Advisors in Maryland. He started in the financial planning industry in 1994 and launched a start-up in 2003 which has grown to over 20 employees and $700,000,000 in assets under management. He’s the author of three books including the award-winning "Don't Retire...Graduate!" and hosts a podcast by that same name.
Here are some highlights from the episode:
· Eric emphasizes the importance of their ensemble model where all CFPs work collectively, and clients are clients of the firm rather than individual advisors.
· Eric discusses his firm's commitment to delivering uniquely crafted financial plans through manual entry processes which sets them apart from automated and generic financial planning services.
· Eric explains his firm prioritizes client needs over asset levels. Their client-centric approach, coupled with strategic business development efforts like referrals and corporate financial wellness programs, has contributed to the firm's high client retention rate and significant growth.
Connect with Eric:
Website: https://bfgfa.com/
Social media links:
Facebook: https://www.facebook.com/BFGFinancialAdvisors/
Facebook:https://www.facebook.com/DontRetireGraduate
X: https://twitter.com/brotmanplanning
Linkedin: https://www.linkedin.com/company/bfgfa/
LinkedIn: https://www.linkedin.com/in/ebrotman/
Instagram: https://www.instagram.com/dontretiregraduate/
Instagram: https://www.instagram.com/bfgfinancialadvisors/
Connect with Roger:
Website: https://www.sterlingfoundations.com
Facebook: https://www.facebook.com/sterlingfoundations/
Twitter: https://x.com/SterlingFndMgt?mx=2
LinkedIn: https://www.linkedin.com/company/sterling-foundation-management-llc/
Learn more about your ad choices. Visit megaphone.fm/adchoices
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By Roger SilkBuilding a Collaborative Client-Centric Financial Planning Firm
Welcome to a fan favorite episode of Sterling Insights: Sterling Insights: Stand Out & Supercharge Your Assets, hosted by Roger Silk. In this episode, Roger sits down with Eric D. Brotman and discusses client needs.
Eric D. Brotman, CFP®, is the CEO of BFG Financial Advisors in Maryland. He started in the financial planning industry in 1994 and launched a start-up in 2003 which has grown to over 20 employees and $700,000,000 in assets under management. He’s the author of three books including the award-winning "Don't Retire...Graduate!" and hosts a podcast by that same name.
Here are some highlights from the episode:
· Eric emphasizes the importance of their ensemble model where all CFPs work collectively, and clients are clients of the firm rather than individual advisors.
· Eric discusses his firm's commitment to delivering uniquely crafted financial plans through manual entry processes which sets them apart from automated and generic financial planning services.
· Eric explains his firm prioritizes client needs over asset levels. Their client-centric approach, coupled with strategic business development efforts like referrals and corporate financial wellness programs, has contributed to the firm's high client retention rate and significant growth.
Connect with Eric:
Website: https://bfgfa.com/
Social media links:
Facebook: https://www.facebook.com/BFGFinancialAdvisors/
Facebook:https://www.facebook.com/DontRetireGraduate
X: https://twitter.com/brotmanplanning
Linkedin: https://www.linkedin.com/company/bfgfa/
LinkedIn: https://www.linkedin.com/in/ebrotman/
Instagram: https://www.instagram.com/dontretiregraduate/
Instagram: https://www.instagram.com/bfgfinancialadvisors/
Connect with Roger:
Website: https://www.sterlingfoundations.com
Facebook: https://www.facebook.com/sterlingfoundations/
Twitter: https://x.com/SterlingFndMgt?mx=2
LinkedIn: https://www.linkedin.com/company/sterling-foundation-management-llc/
Learn more about your ad choices. Visit megaphone.fm/adchoices