• Peter C. Ciravolo

BC Newsletter October 2022

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!

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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:



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

How are you reviewing insurance this fall?

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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!



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