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Aug 9, 20221 min read
Only Fee-Only Podcast with Lei Dang
Lei is on a mission to help her clients feel in control of their finances and be confident that they’re on the right track to achieve their
Aug 23, 20213 min read
August Newsletter - BC Brokerage
End of Summer, Back to School, and the August BC Brokerage Newsletter!
ARE YOU HAVING THE LTC CONVERSATION WITH YOUR CLIENTS????
Aug 17, 20211 min read
Brooklyn Brock - Fee-Only Financial Spotlight Series at BC Brokerage | Ellevate Financial
Link to Youtube video Link to Brooklyn's LinkedIn Link to Ellevate Financial "Financial Advisors rarely take time to plan for themselves,...
Feb 7, 20211 min read
Fee Only Spotlight Kate Arndt, CFP Ⓡ - Bedel Financial and BC Brokerage
This video is about Fee Only Spotlight Kate Arndt CFP Ⓡ - Bedel Financial and BC Brokerage As a financial planner, Kate Arndt's primary...
Nov 22, 20201 min read
Drew Feutz, CFP Fee Only Spotlight Series Q & A BC Brokerage
It seems Drew was born to be a financial planner. Growing up, he always wanted to help people. When he discovered the world of wealth manage
Nov 15, 20201 min read
Tim Woodward Fee Only Spotlight Series Q & A BC Brokerage
It was incredible to get the chance to talk to Tim Woodward, CFP®, MBA with Shoreline Asset Management and learn his story.
Nov 12, 20201 min read
Thomas Kopelman and BC Brokerage Fee Only Series
It was great getting the opportunity to talk to Thomas Kopelman with RLS Wealth on the beautiful Butler University Campus
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