Podcast

Jan 22, 20234 min read

Are you a Fee-Only Planner? Connect with BC Brokerage for Your Clients’ Insurance

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Nov 22, 20221 min read

Check out these short clips from November 2022's podcast episodes:

Aug 9, 20221 min read

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

May 3, 20221 min read

We talked about prenups, building a business on instagram, working with successful women, and also got into how being from Spain has shaped

Apr 19, 20221 min read

The CrossRoads Podcast, The AdvisorLab, and the Balanced Advisor Podcast - all great listens!

Apr 13, 20221 min read

Justin Castelli shares with Broc and Peter his career story! Highlights included here.

Mar 16, 20221 min read

We recently did an episode with Colton Etherton, CFP® and it was a blast! We talked about the insurance industry

Mar 13, 20221 min read

It was a blast doing an Instagram live today with Silvia Manent, CFA, CFP®! She always brings the energy. We talked about different types...

Mar 8, 20222 min read