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Strategic Consulting & Coaching for Financial Advisors​

Running a successful advisory firm requires more than just financial expertise—it demands smart strategy, efficient processes, and a client experience that fosters long-term growth. At Brotman Consulting Group, we provide personalized coaching, consulting, and facilitation to help financial advisors take their practices to the next level.

How We Help

We work with firm owners, executive teams, and key stakeholders to address challenges, streamline operations, and create a roadmap for sustained success.

Key Areas of Focus:

  • Strategic Planning & Firm Growth
  • Sales & Business Development
  • Operations & Process Optimization
  • Client & Employee Experience
  • Succession Planning & Mergers
  • Marketing, Branding, & PR

Set Your Firm Up for Success

Consulting & Coaching

We provide one-on-one and group consulting sessions tailored to your firm’s specific needs. Our consulting topics include:

  • Annual Planning & Firm Summits: Set a clear vision and actionable goals.
  • Staffing & Compensation Strategy: Define roles, responsibilities, career paths, and pay structures.
  • Succession & Transition Planning: Ensure smooth leadership changes and client transitions.
  • Client Experience & Onboarding: Enhance retention and engagement.
  • Marketing & Business Development: Leverage PR, media, and digital strategies.
  • Financial Advisor Sales Training: Equip your team with the skills to grow.
Let's Talk Strategy

Leadership & Team Facilitation

A thriving firm starts with a well-aligned leadership team. Our facilitation services help firms strengthen collaboration and make informed decisions.

  • Retreats & Team Summits
  • Advisory Board Meetings
  • SWOT Analysis & Strategic Roadmapping
  • Employee Development & Training Workshops
Schedule a Consultation

Growth & Marketing Strategy

Your firm’s success depends on more than just financial expertise—it requires strategic positioning and client outreach. We provide:

  • Marketing Strategy Sessions: Regular planning meetings for brand visibility.
  • Podcasting, Publishing, & PR Guidance: Establish authority in your niche.
  • Branding Summits: Define the brand as a whole and encourage employees to build their own.
See How We Can Help

Tiered to Meet You Where You Are

Book a call

ANNUAL gold

$ 2,000 / Month
  • Monthly 90-Minute Sessions
  • Annual Day On-Site Facilitation
  • Annual Full-Day Sales Training
  • Semi-Annual Marketing Strategy Meetings
Book a Call

ANNUAL Platinum

$ 3,500 / Month
  • Bi-Monthly 90-Minute Sessions
  • Annual Two-Day On-Site Facilitation
  • Annual Full-Day Sales Training
  • Quarterly Marketing Strategy Meetings
Get Started

Project based

$ 500 / Hour
  • No Annual Commitment
  • Choose Your Focus Area
  • Virtual and On-Site Opportunities
  • Full-Day Engagements for $4,000
get a quote

*Travel fees for consultants are not included.

Amplify your financial planning practice.

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Address

16 Greenmeadow Dr., Ste 201
Timonium, MD 21093

Phone

(410) 252 4555

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