• Episode 7: Building a Collaborative Client-Centric Financial Planning Firm

  • Dec 11 2024
  • Length: 31 mins
  • Podcast

Episode 7: Building a Collaborative Client-Centric Financial Planning Firm

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  • Summary

  • Welcome to Episode 007 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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