Episode 7: Building a Collaborative Client-Centric Financial Planning Firm
Welcome to Episode 7 of Sterling Insights: Sterling Insights: Stand Out & Supercharge Your Assets, hosted by Roger Silk. In this episode, Roger sits down with Eric D. Brotman and discusses client needs. Eric D. Brotman, CFP®, is the CEO of BFG Financial Advisors in Maryland. He started in the financial planning…
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