Episode
Comprehensive Planning & Client Partnership with Lyle & Andrew Rosman | Financial Planner Search
- Podcast
- Financial Planner Search
- Published
- Apr 7, 2026
- Duration seconds
- 2148
- Processing state
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Summary
In this episode of Financial Planner Search, Lyle and Andrew Rosman of OnePoint BFG East Bay discuss their client-centric approach to comprehensive financial planning. They emphasize the importance of building a true partnership with clients, moving beyond simple asset management to provide a holistic experience that integrates tax management, investment strategies, and estate planning. Lyle and Andrew share insights into their unique dynamic as brothers and how their tech-forward process ensures a seamless, personalized journey for the families they serve. Takeaways Comprehensive Financial Planning Client-Centric Partnership Approach Chapters 00:00 Introduction and Firm Overview 05:35 Handling Investment Opportunities 11:47 Handling Investment Opportunities - Part 2 16:47 Client Onboarding Process 24:15 Behind-the-Scenes Client Support 32:38 Tech-Forward Client Experience You can find them at: https://retirebetterli.com/ If you are a financial advisor looking to grow your business you can find out more about Wilnau Design at https://www.wilnaudesign.com/ #financialplanning #finance #financialplannersearch #wealthmanagement #onepoint