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