Eric Brotman on Building a Collaborative Culture, Targeting Business Development Channels, Sustaining Scale, and Learning to Grow by Letting Go

Between Now and Success · Oct 23, 2024 · 1h 8m

Guest: Eric Brotman, CFP®, AEP®, CPWA®, is a Principal and the Chief Executive Officer of BFG Financial Advisors. Eric began his financial planning practice in Baltimore in 1994, and founded Brotman Financial Group in 2003, which later became BFG Financial Advisors. He and his team focus on supporting families and individuals by providing comprehensive financial planning and wealth management services.

Eric is also the author of Don't Retire... Graduate!: Building a Path to Financial Freedom and Retirement at Any Age.

In a Nutshell: As a founder/advisor, how does your role evolve over time?

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