• Peter C. Ciravolo

April Newsletter - BC Brokerage

April is Financial Literacy Month

You may have seen the following chart floating around Twitter about the average Millennial net worth?

Is it a savings problem?

An earning problem?

Debt?

Something else?

All the above?

That's why every American out there needs a financial planner to keep them on course. That's where you come in.

We're curious, what motivates you to get up and do the work that you do for your clients day in and day out?

We always love consuming and engaging with your content on Linkedin, newsletters, and the other channels that we see advisors taking advantage of.

KEEP PUSHING CONTENT AND EDUCATING YOUR CLIENTS! THEY NEED IT

A few of our Fee Only Spotlights where advisors share their stories:

Thomas Kopelman

Kate Arndt, CFP

Drew Feutz, CFP

Tim Woodward, CFP


Schedule a time with us here.


Are taxes going to go up?

Are you talking to your clients about the future of the economy?

It's easy to narrow down on a few items of detail for a financial plan, but looking at the big picture is something to look at as well.

We live in interesting and unprecedented times!


Grab a Virtual Coffee with Us


BC UPDATES FOR THE MONTH OF APRIL


New Website Revisions

We pride ourselves on having a clean and easy to use website. We always keep it up to date - not only for our clients, but for our advisors as well!


Fun Facts and Data So Far This Year at BC Brokerage


BC by the numbers:

  • We've had over 250 insurance quotes submitted through our website in the first 90 days of 2021.

  • We have consistently reached the mark of having over 100+ views on our website a day, and growing rapidly.

  • We've placed insurance coverage in 17 states so far this year!

Thank you Wayfinder Financial for letting us get involved in the community with you

#volunteering #givingback #theBCway #thankyou!

BC Brokerage, LLC

PO BOX 441032

Indianapolis, IN, 46202

765-730-7146 | www.bc-brokerage.com


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