December 12, 2024

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30 minutes

Introducing Episode 7: Building a Collaborative Client-Centric Financial Planning Firm from Sterling Insights.

Follow the show: Sterling Insights

Welcome to Episode 7 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/

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DISCLAIMER: Please note, this is an independent podcast episode not affiliated with, endorsed by, or produced in conjunction with the host podcast feed or any of its media entities. The views and opinions expressed in this episode are solely those of the creators and guests. For any concerns, please reach out to [email protected].

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