Testimonials
Serina Green
Chief Operating Officer
Signature Financial Planning
“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!”
Sherwood Greer, CFP®, RICP®
Managing Partner
Gate City Advisors
“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!”
Jennifer Hatch, CFP®
President
Christopher Street Financial
Brent Weiss, CFP®, ChFC®
Co-Founder & Chief Evangelist (CEVO)
Facet Wealth
“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.”