Episode 162: Breaking the Mold: An Innovative Approach to Financial Planning

Eric D. Brotman, CEO of BFG Financial Advisors, started his financial planning career in 1994 in Baltimore. He holds a BA from the University of Pennsylvania, a Master's in Financial Services, and multiple financial certifications. Eric founded Brotman Financial Group, Brotman Consulting Group, and Brotman Media Group. He's served on numerous boards, including the Maryland State Retirement & Pension System, hosted the Don’t Retire… Graduate! podcast, authored the award-winning book, Don’t Retire… Graduate!, and has contributed regularly to Forbes.com and WBAL TV.

Listen to this insightful RIA episode with Eric Brotman about an innovative approach to financial planning.

Here is what to expect on this week’s show:

- How BFG Financial Advisors distinguishes itself by having no asset minimums and employing a younger, diverse team compared to typical financial firms.

- Why BFG Financial Advisors uses custom-developed, Excel-based tools instead of off-the-shelf financial planning software.

- How financial advisors should have their own financial advisors to maintain objectivity.

- Why financial advisors must manage client behaviors during market volatility.

- How leveraging media, speaking engagements, and published works attracts new clients.

Connect with Eric:

Links Mentioned:

bfgfa.com

X

@brotmanplanning

Instagram

@bfgfinancialadvisors

Facebook

facebook.com/BFGFinancialAdvisors

LinkedIn

linkedin.com/company/bfgfa

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