Building a Collaborative Culture, Targeting Business Development Channels, Sustaining Scale, and Learning to Grow by Letting Go
In a Nutshell: As a founder/advisor, how does your role evolve over…
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Strategic consulting designed to help you scale smarter, serve your clients better, and build a thriving, future-ready firm.
At Brotman Consulting Group, we believe that financial advisors deserve a practice that supports their goals—both professionally and personally. Led by industry experts with years of hands-on experience, we bring a strategic, forward-thinking approach to business growth, operational efficiency, and client engagement.
We’ve helped advisors across the country refine their messaging, streamline their workflows, and implement high-impact strategies that lead to lasting success. Whether you’re looking to scale, improve client retention, or gain clarity on your next steps, we’re here to help.
You’ve built a successful financial advisory practice—but what got you here won’t always take you to the next level. At Brotman Consulting Group, we help financial advisors like you refine your strategy, optimize your operations, and create a business that works for you—not the other way around.
Our expertise in practice management, growth strategies, and brand development ensures you have the right tools and insights to enhance your impact and increase profitability.
We have specialists for all aspects of your business, working together to help you succeed.
Strategies and advice designed to fit your unique business needs.
Our consultants have decades of combined experience running their own firms or helping others thrive.
We don't just work with you, but bring in all the necessary players on your team.
Improve your systems or implement new processes to boost efficiency and streamline operations.
Create a scalable business model and boost growth through unique and proven strategies.
Be prepared for what comes next, whether it’s in 20 years or 20 minutes.
Help your team develop the confidence and skills to drive sales and reach their potential.
Increase your presence and grow your influence through strategic marketing efforts.
You plan for your clients’ financial futures. Let us help plan yours.
Our team here at Signature Financial Planning is thrilled with the work Brotman Consulting Group has done for us. Eric and his team bring a wealth of knowledge to the table. They have been a constant for our firm, always an ear to listen, and an unbiased view on all matters allowing us to grow overall. Their Director of Marketing, Sara Lohse, has played a tremendous role in helping us reshape our marketing efforts over the last year. She brings fresh eyes and new ideas. We can’t wait to see what their team can tackle for us next!
Eric has been invaluable in helping our firm work its way through several challenging issues that were holding us back from reaching our full potential. It’s great to have someone who understands our industry as a true resource!
Eric Brotman understands all aspects of the financial advisor business from marketing and business development, to planner and team development, to client service, to the often overlooked mastery of managing your firm’s financials. But the real magic is in his ability to coach financial advisors to develop simple, yet effective, frameworks to help them build firms that are more profitable, more productive, purpose driven, and built on a platform that will deliver an exceptional client experience. In my humble opinion, Eric Brotman and BCG will be the catalyst that helps you take your firm to the next level.
Managing Principal
Managing Principal
Principal
Principal
Marketing & Media
Marketing & Media
Sales Coach
Sales coach
In a Nutshell: As a founder/advisor, how does your role evolve over…
Eric recently joined Rob Brown and Phil Calandra for a conversation…
This session of the Advisor Growth Forum webinar series is focused…
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