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  • Writer's picturePeter C. Ciravolo

BC October 2022 Newsletter

Updated: Jan 22

Happy Halloween!

XYPNLive is a pillar in our calendar every year. XYPNLive 2022 was a blast!

It is always so cool to meet and catch up with current and new Fee-Only financial planners that we work with! The Fee-Only community is very special, and we are so fortunate to be growing with it!


Are you having the insurance discussion with your younger clients? Bad things happen to good people. We received the below comment on one of our recent LinkedIn posts:


Q4 is in full swing, and so are surge meetings.

How are you reviewing insurance this fall?


Have you checked out our latest Only Fee-Only podcast episodes? #22 - Practicing Empathy and Growing a Boutique Planning Firm - Jamie Lima #21 - Education First and Simplifying Complex Topics - Frank Garcia #20 - Building a Practice by Utilizing Unique Strengths - Jeremy Crocker and Drew Feutz #19 - Mindset Niching and Staying Curious - Nick Covyeau Listen to Only Fee-Only Podcast Here!

Insurance is just one piece of financial planning. Insurance is insurance. It's not an investment. It's not a bank.

It's insurance. Protect wisely. And let us know how BC Brokerage can help!







Our mailing address is: PO BOX 441032 Indianapolis, IN, 46244

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BC Brokerage | PO BOX 441032 Indianapolis, IN, 46202

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