Brotman Consulting Group

12/10/2025

Mistakes are part of the journey, but some are definitely more costly than others.

Eric Brotman reminds us that as financial advisors, "bigger" doesn’t always mean "better."

If you’re stretched too thin to give clients the attention they deserve, efficiency and profitability take a hit (and so does your reputation). Focus on building a business that’s sustainable, not just bigger. Quality over quantity always wins.

Watch his full session from the MDRT Edge conference to hear Eric's roadmap to strategic acquisitions, succession plans, and internal equity transfers.
https://brotmanconsultinggroup.com/merge-ahead-the-roadmap-to-strategic-acquisitions-succession-plans-and-internal-equity-transfers/

11/24/2025

We're so excited to unveil our new branding and website! Take a look at www.brotmanconsultinggroup.com and let us know what you think!

11/05/2024

05/24/2024

Eric recently joined Rob Brown and Phil Calandra for a conversation on the Purpose-Focused Advisor podcast to talk about how advisors can build their firms for success after they exit. He shares his journey of cultivating talent within his firm, selling equity to retain top employees, and the importance of early succession planning. Listen or watch now!

This episode explores some of the intricacies of succession planning and the idea of graduating rather than retiring. Our guest, Eric Brotman, CEO of BFG Fin...

04/29/2024

Get your copy of Don't Retire... Graduate! for just a dollar today only!
https://a.co/d/1W5KvAZ

TODAY ONLY! is at its lowest price ever. Each day this week it will go up by $1, so get your copy now while it's only $.99! Link in comments.

04/01/2024

Congratulations to Eric Brotman on earning his Chartered Advisor in Philanthropy® designation!

03/19/2024

Do you know your "why?" Listen to Eric Brotman on the Know Your Why podcast, talking about why and how we should be digging a moat around our financial castle.
Listen here:

Join me on a journey through the realm of financial fortitude with Eric Brotman, CEO of BFG Financial Advisors and author of “Don’t Retire Graduate.” Eric and I explore the necessity of robust financial planning and the art of estate protection, likening it to a medieval castle that safeguards...

01/16/2024

Remember to register for tomorrow's free webinar!
https://attendee.gotowebinar.com/register/2535660067403639391

01/01/2024

Wishing everyone a safe and happy 2024!

10/09/2023

Eric was recently on iHeartMedia Inc.'s CEOs You Should Know segment! Listen here:
https://brotmanmedia.com/ceos-you-should-know/