BFG News & Notes
January 22, 2018 - New Members on Our Team
As we announced a few days ago, Lena Nebel, CFP®, MSFS joined our team of financial advisors last Tuesday, and we couldn’t be more thrilled to have her as a member of our firm. We’re pleased to announce a few other exciting pieces of news to all of our clients today as well.
October 23, 2017 - Secure Document Upload
In light of the recent cyber-security breaches, more emphasis than ever is being placed on document security and identity protection. At Brotman Financial Group, we have created a video to demonstrate to clients how to upload documents to our secure server with Egnyte, rather than sending them by snail mail or e-mail.
October 02, 2017 - Equifax Follow Up
We have gotten dozens of phone calls and e-mails about the Equifax hack that occurred recently, and its impact on consumers. In total, 143,000,000 Americans were impacted, including everyone with a credit report and not just paying customers of Equifax’s credit monitoring service.
September 27, 2017 - Online Reporting System Demos
As we learned when our client survey was completed recently, some of our clients are having some trouble with our new online reporting system. While we are actively shopping for solutions or alternatives, we also wanted to try to make the system easier to understand. As such, we filmed two videos with our associate advisor, Ashley Montague to demonstrate the systems.