Happy Holidays and New Year! Thank you, everyone, for a great 2025! We completed our 6th full year in business as BC Brokerge. We also completed our 2nd full year with Property and Casualty. In 2025, we were able to grow 50% in revenue. We will be adding a new team member on 1/20/2026 for support with Property and Casualty. We will be attending XYPN Live 2026 in San Diego, Sept 29 - Oct 1, as well as the Garrett Planning Network July 30 - August 1 in Minneapolis. 32 new podca

Happy Early Thanksgiving Day! November brings a mix of reflection and momentum: reviewing progress, preparing for year-end goals, and setting the stage for an even stronger 2026. BC is hiring! BC is looking to bring on an experienced Property and Casualty account manager. This person will handle quotes and client meetings. 3-5 years of equal experience required at a minimum. If you know someone looking for an awesome opportunity, we'd appreciate the referral! Remote, salari

Check out Broc's NAPFA article: I didn’t plan on getting into insurance. My introduction to the industry felt more like walking into a sales boiler room than a financial planning firm. Everything was transactional, not relational. Each day, I had to schedule a set number of meetings, starting with a list of 200 contacts, mostly friends, family, and old classmates, and follow a one-size-fits-all script. The message was simple: smile, dial, repeat. Asking thoughtful questions w

Hello there, we trust this finds you well! We are beyond thankful to act as an extension of Fee- Only planners, when servicing their...