Fee Only Spotlight Series

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

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????

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,...

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...

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

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.

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