Brotman Consulting Group
Elevating financial advisors to grow impactful, world-class businesses.
With more than two decades of experience building and running a financial planning firm, Eric D. Brotman, CFP®, began his consulting practice to share the proven strategies and valuable methods that shaped his success.
Through one-on-one coaching, training sessions, and multi-day workshops, you’ll gain the tools and skills you need to grow your business through client acquisition, engagement and retention strategies, employee development, succession planning, and more.
Amplify your financial planning practice.
Executive Consulting
Grow as a business owner by developing your management, business development, and leadership skills through one-on-one consulting.
Fully-Facilitated Planning Summits
Bring your team together off-site to celebrate recent wins, build company culture, and plan for the upcoming year. The open discussions and collaborative activities will lead to an actionable blueprint for success.
Advisor Training and Development
Prepare for long-term success and succession by developing a skilled advisory team.