Between Now And Success

Guest: Eric Brotman, CFP®, AEP®, CPWA®, is a Principal and the Chief Executive Officer of BFG Financial Advisors. Eric began his financial planning practice in Baltimore in 1994, and founded Brotman Financial Group in 2003, which later became BFG Financial Advisors. He and his team focus on supporting families and individuals by providing comprehensive financial planning and wealth management services. Eric is also the author of Don't Retire... Graduate!: Building a Path to Financial Freedom and Retirement at Any Age. In a Nutshell: As a founder/advisor, how does your role evolve over time? I frequently have these conversations with my coaching clients where we discuss what does the advisor want their role to be. In the early stages of your career, you have to do everything, but as the business grows, you have to decide what you're going to double down on and what you're going to let go of. There's no one answer that fits every advisor. Some advisors naturally and easily segue into a leadership role and give