Eric Brotman

Visionary
DISC Type : Ds

Chief Growth Officer at BFG Financial Advisors

Washington DC-Baltimore Area, United States

Overview

Eric has no verified overview

Personality Overview

Goal-Oriented

Early Adopter

Objective Evaluator

They are very professional in their approach and can weigh multiple perspectives together.  They might take some time to make their mind up but once they do, they don't change it easily. Reading between the lines and seeing beyond your words comes naturally to them.

Topics They Care About

Eric has no verified topics they care about

Media Appearances

Eric has no verified media appearances

Work History

1-2026
Chief Growth Officer at BFG Financial Advisors
12-2018 - 1-2026
Chief Executive Officer/Advisor at BFG Financial Advisors
10-2003 - 12-2018
President & Managing Principal at BFG Financial Advisors
Registered Representative & IAR at Kestra Investment Services, LLC and Kestra Advisory Services, LLC, formerly NFP Securities Inc

Education

1990 - 1994
BA from University of Pennsylvania
1983 - 1990
H.S. from St. Paul's School for Boys

More Information

Social Presence :

Prographics :

Exp : 22 Location : Washington DC-Baltimore Area, United States Job Level : Leadership Designation : Chief Growth Officer at BFG Financial Advisors
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Insights For Selling To Eric

During A Call Or A Meeting

DO's

  • Suggest clear next steps with confidence, don't be vague or hesitant
  • Ask them at the end if they see a strong value prop in your product; expect an honest answer
  • During followups, use phone or text if needed, they should be fine

DONT's

  • Don't get into pricing discussions early on, steer conversation towards proven results
  • Don't shy away from asking hard questions, but be extra polite
  • Avoid putting conscious effort into relationship-building

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Eric is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Eric

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Eric move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Eric take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Eric

Personality Compatibility


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